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The Dream Team

Barilotti Wealth Strategies and Insurance Solutions, LLC is one of Philadelphia’s respected insurance and financial firms focused on individuals, families, and businesses.

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OVERLINE

Headline Lorem Ipsum Dolor

Body Copy Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

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About Our Designations

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WHAT IS A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL?

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The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Source: CFP® website.

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WHY SHOULD I CHOOSE A CFP® PROFESSIONAL?

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When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. Learn more about the extensive certification process for becoming a CFP® professional.

Education: CFP® professionals have the knowledge required to deliver holistic financial planning services, and they must fulfill continuing education requirements.
Exam: CFP® professionals must pass the CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
Experience: CFP® professionals have at least 2 years of real-life experience providing financial planning services.
Ethics: CFP® professionals commit to follow a code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc. (CFP Board). They can receive sanctions for not abiding by them, and even risk losing their certification.

Source: CFP® website.

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WHAT IS THE CFP BOARD?

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Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Source: CFP® website.

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WHAT IS CHARTERED FINANCIAL CONSULTANT (CHFC®)?

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Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation. The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. If you’re looking for financial classes online that will give you a stronger baseline understanding of what it takes to be successful as a financial consultant, ChFC® certifications for financial advisors can help open doors and expand your business while putting you in a position to branch out and take your chartered financial practice to the next level.

Source: The American College website.

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Our People Make
Us Better for You.

We are extremely proud of the team we have built here at Barilotti Wealth Strategies and Insurance Solutions, LLC. Our number one priority, always, is to provide our clients with the best possible service and that starts with us!

We are a group of thinkers, doers, go getters who want you to succeed just as much as you want success.

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1

We understand working while on vacation because we do it too. We also understand working from home means living at work. But we know why we’re doing it. We want you to understand the risk and rewards of what you are doing in your own.

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2

It is not unlikely for us to have conference calls with one spouse who is at the airport and another is in a different state for the day. Our clients are on the go! We plan out and prep you before our calls so you are prepared for these important discussions, no matter where you are!

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3

Why are you working so hard? What are you trying to achieve? If you don't know that answer it'll be hard to keep up with the momentum. Let us help you determine the future you want and figure out what your dreams really are and how to make them a reality.

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4

We are our clients #1 cheerleader. We love to see the sparkle of ambition in your eyes and we want to be on the journey with you every step of the way.

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MEET OUR TEAM

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Education

CERTIFIED FINANCIAL PLANNER™ Professional
Bachelor’s degree from Ursinus College, Biology and Economics
Life, Health and Variable Contracts licenses
FINRA Series 6, 63, 65 and 7 General Securities License

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Christy Barilotti, CFP®

CEO & Strategic Architect of Wealth

CA Insurance License #0E98265

As a Financial Adviser with Eagle Strategies LLC, Christy Barilotti provides independent, objective financial guidance grounded in disciplined strategy and personalized attention. In the financial services industry since 1999 and a CERTIFIED FINANCIAL PLANNER™ professional since 2008, she designs comprehensive, goal-driven financial blueprints for accomplished professionals, executives, and business owners who are committed to building significant wealth and securing enduring legacies for their families.

Christy specializes in goal-based financial planning, retirement strategy, asset allocation, tax diversification, tax-efficient portfolio management, tax-efficient wealth transfer strategies, and long-term wealth preservation. She works with clients whose financial lives require thoughtful coordination, advanced planning, and a high level of discretion — often integrating multi-generational strategies to help ensure wealth is preserved, protected, and transferred with intention and efficiency.

Known for her structured, analytical approach and decisive leadership, Christy brings clarity to complex financial decisions, allowing her clients to move forward with confidence.

Her commitment to excellence has earned her numerous professional recognitions throughout her career.

Outside of her professional life, Christy enjoys traveling around the globe with her husband, Rob, and spending time with family and close friends. Her favorite destinations include Carmel-by-the-Sea, California, and Palm Beach, Florida. She and Rob share a love of sailing and time on the water.

At home, Christy can often be found practicing yoga, weight lifting, meditating, working in her garden, or sipping on a green smoothie — or champagne — depending on the occasion. She and Rob adopted their mini cockapoo, Louis Vuitton (“Big Lou”), who keeps life joyful and entertaining.

Christy and Rob are actively involved in their Broaden Horizons Mentorship Program for Liguori Academy, a high school in Philadelphia.

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Education

Chartered Financial Consultant^®
Bachelor’s degree from Pierce College, Business Administration
Life, Health and Variable Contracts licenses
FINRA series 6, 7 and 63 licenses

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Dina Hartnett, ChFC^®

Vice President, Financial Adviser

CA Insurance License #0I22854

Dina Hartnett has been in the financial industry since 2003 when she started as Christy Barilotti’s assistant and as a recruiter for New York Life. With Dina’s prior experience in the demanding industry of restaurant management, it is no surprise when Dina applied the same work ethic and dedication over the years at BWS how she became the Vice- President at Barilotti Wealth Strategies. Christy frequently refers to Dina as the backbone of the organization.

Dina is a graduate of Gloucester Catholic High School and Peirce College in Philadelphia, where she earned her Bachelors of Business Administration. Dina has also completed all of the rigorous courses to earn her ChFC® designation from the American College. She currently holds her Life and Health License and the FINRA Series 6, 7 and 63 licenses.

When Dina is not working, you will find her and her husband Dan, playing and spending time with their children, Aubrey and Luke and their dog Pearl!

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Education

Wealth Management Certified Professional®

Bachelor’s degree from Rutgers Business School, New Brunswick, Finance
Life, Health, and Variable Contracts Licenses
FINRA Series 6, 7, 63 and 66 Licenses

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Tyler Ciemniecki, FSCP®, WMCP®
Financial Adviser

As a Financial Adviser with Eagle Strategies LLC, Tyler Ciemniecki provides thoughtful, goal-driven financial guidance tailored to each client’s individual needs and circumstances. He enjoys helping individuals and families develop financial strategies that support their long-term goals while providing greater clarity and confidence in their financial future.

Tyler graduated from Rutgers Business School in New Brunswick with a bachelor’s degree in Finance. While completing his degree, he interned with Johnson & Johnson Consumer Products in Regional Procurement, where he gained experience in financial and profit-and-loss analysis, new product development, process improvement, and data management. During his internship, Tyler earned a Lean Six Sigma Yellow Belt in Supply Chain and developed automated reporting tools to improve efficiency for the procurement team. His educational background and early professional experience continue to shape his analytical approach to financial planning.

Tyler holds the Financial Services Certified Professional® (FSCP®) and Wealth Management Certified Professional® (WMCP®) designations. He also holds Life, Health, and Variable Contracts licenses, as well as the FINRA Securities Industry Essentials® (SIE), Series 6, 7, 63, and 66 registrations. Committed to lifelong learning, Tyler continues to pursue advanced education in financial planning and wealth management to better serve his clients.

Known for his analytical mindset and ability to simplify complex financial concepts, Tyler helps clients understand their options and make informed, actionable decisions. He is passionate about financial education and believes that strong financial planning empowers people to achieve the goals that matter most to them.

Outside of his professional work, Tyler is committed to leadership and service within his community. He serves as Co-Chair of the Legacy Foundation’s Young Professionals Committee and is an Eagle Scout. Each year, Tyler also helps organize volunteers for Narberth’s Rock N Ride, an annual community cycling event that raises funds to support Narberth Ambulance. In his free time, Tyler enjoys fishing along the Jersey Shore, training his dog, Bowie, and experimenting with new recipes for family and friends. In 2026, Tyler became engaged to his fiancée, Blair, after they celebrated ten years together.

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Education

Bachelor’s degree from Temple University
Life and Health Insurance license
FINRA Series 7 and 66

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Jessica Squadroni

Client Services Coordinator
Associate Financial Advisor

CA Insurance License #4075862

Jessica Squadroni was born and raised in South Philadelphia. After spending her first 2 years of undergrad at Penn State Main Campus, she realized just how much she missed the city and transferred to Temple University where she received her Bachelor’s Degree in Strategic Communications. Upon graduation, Jessica spent 6 years working in Politics for a local trade union.

Jessica joined the BWS team in April of 2019. Since then, she has received her Life and Health Insurance License and her Series 7 license and hopes to continue expanding and growing in the field.

When she is not working, you can find Jessica spending time with her family, including her dog, Bodie, attending country concerts or wandering around Wildwood and Cape May, New Jersey.

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Education

Bachelor’s of Science Degree in Elementary and Special Education from Temple University

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Glory J. Lynn

Business Operations Associate

Glory Lynn is a graduate of Temple University, where she earned her degree in Elementary and Special Education. Before joining Barilotti Wealth & Insurance Solutions, she spent 26 years with a leading global computer-based testing company, managing offices in both Philadelphia and King of Prussia, Pennsylvania. Throughout her career, Glory built a reputation as a dedicated leader who values strong relationships, exceptional service, and helping others succeed.

At Barilotti Wealth & Insurance Solutions, Glory enjoys supporting both the team and clients by creating a welcoming, organized, and client-focused experience.

Faith and family are the foundation of Glory's life. She has been happily married for over 21 years and is the proud mother of three children. Her oldest son attends the University of Maryland, and she enjoys watching him grow into a confident, independent young man as he pursues his education and future career, and her two daughters are passionate soccer players who keep the family calendar full. Whether it's weeknight practices, weekend tournaments, or traveling to games, Glory rarely misses an opportunity to be on the sidelines cheering them on.

Outside of work, Glory is a true homebody who enjoys spending quality time with her family and their dog, Barkley. She loves relaxing in the backyard, taking beach vacations together, and gathering everyone around the table for Sunday family dinners. For Glory, the greatest moments are the ones spent surrounded by the people she loves most.

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CONNECT WITH US

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SOCIAL LINKS

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CONTACT US

Barilotti Wealth Strategies and Insurance Solutions, LLC
1113 Admiral Peary Way, Suites A and B
Quarters N
Philadelphia, PA 19112

Phone: 215-964-9863
Fax: 866-851-3398

info@barilottiws.com

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The Dream Team

Barilotti Wealth Strategies and Insurance Solutions, LLC is one of Philadelphia’s respected insurance and financial firms focused on individuals, families, and businesses.

OVERLINE

Headline Lorem Ipsum Dolor

About Our Designations

WHAT IS A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL?

WHY SHOULD I CHOOSE A CFP® PROFESSIONAL?

WHAT IS THE CFP BOARD?

WHAT IS CHARTERED FINANCIAL CONSULTANT (CHFC®)?

Our People MakeUs Better for You.

We are extremely proud of the team we have built here at Barilotti Wealth Strategies and Insurance Solutions, LLC. Our number one priority, always, is to provide our clients with the best possible service and that starts with us!

We are a group of thinkers, doers, go getters who want you to succeed just as much as you want success.

1

We understand working while on vacation because we do it too. We also understand working from home means living at work. But we know why we’re doing it. We want you to understand the risk and rewards of what you are doing in your own.

2

It is not unlikely for us to have conference calls with one spouse who is at the airport and another is in a different state for the day. Our clients are on the go! We plan out and prep you before our calls so you are prepared for these important discussions, no matter where you are!

3

Why are you working so hard? What are you trying to achieve? If you don't know that answer it'll be hard to keep up with the momentum. Let us help you determine the future you want and figure out what your dreams really are and how to make them a reality.

4

We are our clients #1 cheerleader. We love to see the sparkle of ambition in your eyes and we want to be on the journey with you every step of the way.

MEET OUR TEAM

Education

Christy Barilotti, CFP®

CEO & Strategic Architect of Wealth

Education

Dina Hartnett, ChFC®

Vice President, Financial Adviser

Education

Wealth Management Certified Professional®

Tyler Ciemniecki, FSCP®, WMCP®Financial Adviser

Education

Jessica Squadroni

Client Services CoordinatorAssociate Financial Advisor

Education

Glory J. Lynn

Business Operations Associate

CONNECT WITH US

SOCIAL LINKS

CONTACT US

Our People Make
Us Better for You.

Dina Hartnett, ChFC^®

Tyler Ciemniecki, FSCP®, WMCP®
Financial Adviser

Client Services Coordinator
Associate Financial Advisor

Contact

Let's Meet

Let's Chat

Let's Connect

SOCIAL LINKS

CONNECT WITH US

SOCIAL LINKS

CONTACT US

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