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We’re the full-service financial advisor that can handle all of your needs, including investment management, retirement planning, income tax services, estate planning, insurance services and more.
At MtM, founder and President Gene Dickison has assembled a seasoned team of family wealth advisory, investment management, estate planning, tax service, and retirement planning professionals. Each member of the MtM team is dedicated to providing you with the highest level of service possible. Please learn more about them here.
You also can research our background and experience through the free BrokerCheck tool.
GENE DICKISON
[email protected]Gene is founder and CEO of MtM Financial Group, LLC a dynamic, growing, and evolving Family Wealth Advisory firm serving the financial needs of appreciative clients across the USA.
He is also the creator of More than Money with Gene Dickison; producing TV and radio shows, newsletters, live events, and media content to help thousands enjoy their financial lives to the greatest extent possible.
Claiming more than 780 years of experience (how he can make such a ridiculous claim is one of life’s great mysteries), Gene has served hundreds of MtM Financial clients personally and hosted thousands (3,800+/-) of “More than Money” radio (WAEB-AM790) and television shows (PBS39 and BRC-TV). It is estimated he has answered nearly 37,000 questions live on air.
Gene received his formal education at the University of North Carolina at Chapel Hill, Lehigh University in Bethlehem, Pa., and the College for Financial Planning in Denver, Co. His informal – and most important – education in how to think about nearly everything started with the smartest man he ever met – his father.
Gene served in the U.S. Air Force. He has served on community boards and foundations too numerous to list. He and Diane have established the More than Money Foundation for American Values as a vehicle to support causes that benefit U.S. military veterans, first responders, children, animals, and young aspiring business owners.
Gene, his audiences, and his team annually provide philanthropic support to many non-profits both locally and nationally totaling more than $500,000.00. Some of these include Folds of Honor, The Children’s Home of Easton, Animals in Distress, Leukemia-Lymphoma Society, Tails of Valor, Lehigh Christian Academy, Cay Galgon Life House, and many more. As his spiritual guide, Michael, reminds us, ‘We are blessed to be a blessing.’
Gene is blessed to share his life with his wife and partner– Diane, his daughters – Ali (and her husband, Mike), Alyssa (and her wife, Kelsey), and Megan (our financial correspondent on PBS39 television shows), and their granddaughter, Annabelle.
DIANE DICKISON
[email protected]Diane is the CFO of MtM as well as head of the Tax Department. She has been preparing income tax returns since 1993. She grew up in Gilbert, PA, and graduated from Pleasant Valley High School. Diane attended East Stroudsburg University, where she earned a Bachelor of Arts in business administration with a concentration in accounting, and a B.S. in economics. She received her Internal Revenue Service Enrolled Agent’s License in 2000.
Diane and Gene live in the Stroudsburg, PA, area with their cats—Charlie and Sandy. Diane and Gene are proud parents to 3 amazing daughters and their granddaughter, Annabelle.
Favorite Quote: “Hope sees the invisible, feels the intangible and achieves the impossible.” —Helen Keller
Fun Fact: I used to think people who “ran for fun” were crazy. But once I gave it a try in 2016, I fell in love with it and ran twelve half marathons in 2017.
Core Belief: Everything happens for a reason.
CONNIE POLAHA
[email protected]Connie serves the clients of MtM Financial Group with her tremendous work ethic, putting into effect the details of the financial plans and strategies designed for each person. Those efforts are matched only by the size of her concern for the personal wellbeing of each client.
For many of our clients who call her their friend, Connie is the heart of MtM. With a full array of security licenses, she has worked with Gene and Diane for over 30 years.
Connie lives in Salisbury Township with her husband, Tom. She has two sons and a wonderful daughter-in-law she adores, and four grandsons—the loves of her life. In her free time, she enjoys reading, gardening, and baking.
Favorite Quote: “Any idiot can face a crisis– it’s this day-to-day living that wears you out.” —Anton Chekhov
Fun Fact: She is a fanatic for the March Madness College Basketball tournament and has attended the tournament games 14 times. Although she’s always willing to talk college level hoops, she’d much rather discuss her grandsons’ sporting events and their other achievements.
Core Belief: “I make plans and God laughs.”
Connie lives in Salisbury Township with her husband, Tom. She has two sons and a wonderful daughter-in-law she adores, and four grandsons—the loves of her life. In her free time, she enjoys reading, gardening, and baking.
Favorite Quote: “Any idiot can face a crisis– it’s this day-to-day living that wears you out.” —Anton Chekhov
Fun Fact: She is a fanatic for the March Madness College Basketball tournament and has attended the tournament games 14 times. Although she’s always willing to talk college level hoops, she’d much rather discuss her grandsons’ sporting events and their other achievements.
Core Belief: “I make plans and God laughs.”
MARK BELCAK
[email protected]Mark brings dedicated financial guidance to his role as President and Senior Family Wealth Advisor of MtM Financial Group, where he has specialized in helping clients navigate complex financial decisions with clarity and confidence since 1994.
Beginning his career in Philadelphia, Mark has built his practice around understanding each client's unique story. His extensive background includes trusted positions with industry leaders Wells Fargo (formerly Wachovia), PNC Wealth Management, and Merrill Lynch, where he focused on sophisticated trust and estate planning strategies. Clients value his careful attention to detail and genuine commitment to understanding their goals.
At MtM Financial Group, Mark leads a team of experienced professionals who share his dedication to exceptional client service. Together, they create customized strategies that adapt to changing market conditions while maintaining a focus on risk management and long-term financial security with expertise in defensive market strategies.
Mark's academic credentials include a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration from Rutgers University. He maintains Series 7 and 66 securities registrations and is a registered life and health insurance producer.
A Chester County, PA native, Mark has called New Jersey home since 1985. He currently lives in Fair Lawn, New Jersey with his beautiful wife Lisa and is a proud father to four sons: Chase, Zane, Slade, and Nico. Outside the office, Mark is an avid New York Yankees fan and has a passion for mixed martial arts, both as a dedicated practitioner and enthusiastic spectator. He brings the same discipline and strategic mindset from these pursuits to his approach in developing robust financial strategies for his clients.
Favorite Quote:“A journey of a thousand miles begins with a single step.” — Lao-tzu
Core Belief: Don’t wait for the perfect moment. Take the moment and make it perfect.
DARYL OKKEN
[email protected]Daryl is a Family Wealth Advisor at MtM. With over 40 years of business experience in various financial, audit, sales and operations capacities, he has developed his skills in building relationships with service as the focus. Daryl is a Certified Public Accountant, and a Certified Management Accountant in the state of New Jersey. He is licensed in Life Insurance as well as Annuity.
Daryl started his career in public accounting with Arthur Andersen and spent seven years with ADP before joining AT&T. 20 years of his career were spent in the telecommunications industry with AT&T, IDT and T-Mobile. He has also been an independent tax preparer for over 20 years.
Originally from Pompton Plains, NJ, Daryl currently lives in Bangor, PA with his wife Michele. Their five grown children; Tim, Keith, Jason, Elyssa and Meghan, have all flown the nest- however, four live locally and one in Georgia.
Favorite Quote: “By justice a king gives a country stability, but those who are greedy for bribes tear it down.” Proverbs 29:4
Fun Fact: My alma mater, Upsala College, no longer exists!
Core Belief: The Apostles’ Creed summarizes my core Christian beliefs.
GREGORY GRILLO
[email protected]Greg brings over 25 years of financial industry experience and knowledge to his role as a Family Wealth Advisor with MtM Financial Group. He strives to deliver the highest level of professionalism and outstanding service to MtM’s appreciative clients through his core beliefs in hard work, honesty and integrity.
Greg collaborates with a team of seasoned professionals in the areas of portfolio management, tax preparation, insurance, Social Security, and estate planning to provide his clients a highly customized approach to their unique financial situation, portfolio objectives and stage of life.
Prior to joining the MtM family, Greg served clients as a senior financial consultant with Charles Schwab and Co. and TD Ameritrade where he provided relationship management, wealth advisory solutions, and financial planning services.
Greg attended Pennsylvania State University in State College, PA, and earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. He is a registered financial advisor and holds the Series 7, 63, and 65 securities licenses.
Originally from Lake Wallenpaupack, PA, Greg currently lives in Limerick, PA, with his wife Donna and their beautiful daughters, Hannah and Abigail.
Favorite Quote: “Whether you think you can or think you can’t, you’re right.” —Henry Ford
Core Belief: “You can’t go back and change the beginning, but you can start where you are and change the ending.” —C.S. Lewis
CHAD RUPPRECHT
[email protected]Chad serves as Director of Operations and Family Wealth Advisor at MtM Financial Group. With over 20 years of experience in the automotive finance industry and the greater part of six years in the securities industry, Chad brings a wealth of experience in the areas of relationship management, process management, financial analysis, and client service.
His focus on client relationship and satisfaction fits well with the mission of MtM Financial Group – to create long-term personal relationships that serve their valued clients and help them enjoy their best financial life.
Chad earned his Bachelor of Arts in Communication Studies from Winona State University in Winona, MN. He is a registered financial advisor, maintaining Series 7 and Series 66 Registrations.
Born and raised in rural Lewiston, MN, Chad currently resides in the greater Pocono area with his wonderful wife Angie and their boxer-mix rescue, Teddy. He enjoys spending time with friends, cheering for his hometown Minnesota Vikings, and traveling. These life-long pursuits have taught Chad about strong relationships, staying positive amidst conflict, and adapting to change.
Favorite Quote: “Courage is rightly esteemed the first of human qualities because it has been said, it is the quality which guarantees all others.” – Winston Churchill
Fun Fact: Chad made the decision to change careers amidst the COVID-19 global pandemic.
Core Belief: I try to let the ‘Red Words’ guide me; if Jesus said it, I believe it.
ALYSSA YOUNG
[email protected]Alyssa is a Family Wealth Advisor at MtM and a retirement income certified professional (RICP). She is a longtime Bushkill Township resident; Alyssa, her husband, and their children are products of the Nazareth Area School District. Alyssa (aka the “Queen of Strategy”) helps people in her community plan for financial security to enjoy comfortable and fulfilling lives.
With a passion for keeping people informed, she started her career as a journalist and pivoted into marketing. She continues to nurture that passion as co-host of the “More than Money” radio show every Saturday morning with Gene Dickison, on WAEB AM 790.
Before joining MtM, she was vice president and director of digital marketing at KickCharge Creative, where she supported companies across the country. She served as digital content lead at Lehigh Valley Health Network following more than a decade at The Express-Times and lehighvalleylive.com, first as an intern, then as a reporter, and finally as assistant managing editor overseeing website content.
Alyssa graduated summa cum laude from Syracuse University with a degree in finance and broadcast journalism.
Alyssa and her husband, Zach, have been together since they met in gym class their senior year at Nazareth Area High School. They have a son, Andrew, and a daughter, Juliana. Alyssa is an avid runner—and a tap dancer.
Favorite Quote: “Whatever you do, work at it with all your heart, as though you were working for the Lord and not for human beings.” –Colossians 3:23
JON WEIMER
[email protected]Jon is a CERTIFIED FINANCIAL PLANNER™ and Family Wealth Advisor with MtM Financial Group. Jon enjoys getting to know his clients personally, professionally, and financially in order to help them develop plans and strategies to assist in achieving their financial goals. One of his core beliefs is that all successful investing is goal-oriented and planning-driven.
Jon graduated from Messiah University in 2013 with a degree in Business Administration. He has been in the financial services industry for over 10 years. Prior to joining MtM in 2023, he worked at Fidelity Investments for over 7 years.
Originally from Long Island New York, Jon currently lives in Lower Macungie his wife Sarah, their sons Luke and Logan, beautiful twin girls Blake and Ainsley, as well as their French bulldog, Harvey.
Favorite Quote: “The only thing new in the world is the history you don’t know” – Harry S TrumanFun Fact: I love to go winter tent camping every year – the colder, the better!
GAVIN KIRSCH
[email protected]Gavin serves as a Family Wealth Advisor Associate at MtM, playing an integral role in the firm’s growing focus on generational wealth planning. With a relationship-driven approach, Gavin is passionate about helping clients build confidence in their financial decisions while laying a strong foundation for long-term success.
Gavin entered the finance industry in 2024. He gained hands-on experience by completing roles as a Financial Representative Intern with Northwestern Mutual and a Wealth Management Intern with Equitable Advisors. After working in a large corporate environment, he developed a deep appreciation for the personalized financial guidance provided at MtM and our priority of building long-term client relationships.
Currently, Gavin supports our projects team, which focuses on helping advisors operate more efficiently. Additionally, he is actively developing into an advisory role through shadowing our advisors, assisting with client meeting preparation, and providing ongoing planning support. Gavin is particularly focused on working with young professionals as they begin their financial journeys.
Gavin earned his Bachelor of Science in Finance from West Chester University in May 2025. He holds his SIE, Series 66, and Series 7 securities licenses and is a registered life and health insurance producer. He plans to pursue the Certified Financial Planner™ designation in the near future as part of his commitment to continued professional development.
Gavin is a lifelong resident of Bethlehem, PA and is a Bethlehem Catholic graduate. Outside of the office, he enjoys spending time with family and friends; rooting for his Phillies, Steelers, Sixers, and Flyers; staying active through weightlifting, and fishing. He greatly appreciates the parallels between athletics and financial planning - patience, preparation, and long-term “gains”. He applies those same principles in his work with clients.
Favorite Quote: “I can do all things through Christ who strengthens me” – Philippians 4:13
Fun Fact: In 2021, Gavin was the starting left fielder on Bethlehem Catholic’s baseball team that went on to win Becahi’s first District Championship in over 20 years!
MAKAILA SCARCELLE
[email protected]Makaila serves as a Family Wealth Advisor Associate at MtM, playing a key role in client relations and advisor support. She helps create a seamless and welcoming experience clients, ensuring they feel heard, supported, and truly part of the MtM family.
She takes pride in making every client feel confident that their financial goals are being cared for with the utmost attention and trust. Makaila values the meaningful connections she’s built with both clients and her MtM team, believing that collaboration and mutual respect are the foundation for great results in all areas of life.
Born and raised in Allentown, Pennsylvania, Makaila attributes growing up in a close-knit environment for shaping her focus of building trust, fostering open communication, and making people feel genuinely heard. A graduate of West Chester University with a degree in Sports Medicine, Makaila built much of her previous professional experience in healthcare, particularly orthodontics.
Through personal experiences, she developed an interest in finances and began learning more about budgeting, long-term planning, and the importance of having the right support system when navigating financial decisions. She realized she could transfer her passion of serving others to the financial field. She believes that the same care she once applied to helping people feel confident in their teeth, can also help support confidence in their financial journey, hopefully also leading to a smile.
Favorite Quote: “When you look for the good in others, you discover the best in yourself.” - Martin Walsh
Fun Fact: I split my free time between lifting weights at the gym and lifting Lego pieces. It's good to workout both your muscles and creativity!
SUE VELARDI
[email protected]Sue joined MtM in January of 2017 as part of our tax team. She earned her status as Enrolled Agent in 2018 and has been preparing taxes since then. She began her career in the banking industry working in the operating division and ultimately in the accounting area of banking as the Controller of a Savings and Loan Association in New Jersey. Then she took some time off to raise her 2 children, all while volunteering at her church and multiple school organizations.
Once her children were older, she resumed working as a Mortgage Signing Agent where she utilized her experience of 30+ years as a Notary Public and then as an Office Manager of Century Wire Products before finding her home here at MtM.
She is originally from Butler, NJ but now resides in Bartonsville, PA with her husband Mike and her rescue dog Dory. Dory is also a member of the MtM family as she spends her days with the tax team in the Sciota office where she has assigned herself the job of very loud greeter. Sue has two children, a step-daughter, and an amazing grandson that she loves spending time with. In her spare time, she enjoys walking, reading, and going to the theater.
Favorite Quote: “The world is changed by your example, not by your opinion.” —Paul Coelho
Fun Fact: My family had a large collection of stagecoaches at the family farm where we spent a lot of time growing up. Many of them were ones that Santa rode in the Macy’s Thanksgiving Day Parade. One was an original U.S. mail stagecoach, which was eventually used to create the Wells Fargo logo.
Core Belief: Be kind and don’t judge others. You don’t know what their whole story is.
STEPHANIE THOMPSON
[email protected]Stephanie describes her position at MtM as our “Paper Wrangler, file jockey and facilitator extraordinaire” — all very important skills to make our tax office run smoothly. Even though her work is more behind-the-scenes, Stephanie is a reliable and hard-working employee who helps us help you.
Originally from Altoona, PA, Stephanie graduated from Altoona High School and attended Penn State University for business administration. Stephanie and her husband reside in Cresco, PA, where they raised two awesome kids who are currently off enjoying university life.
Favorite Quote: “It’s all about perspective.”
Fun Fact: Another lifetime ago, Stephanie owned and operated a dessert catering business. Cookies were her specialty, one time baking more than 500 dozen in a week!
MEGAN SMALE
[email protected]Megan is serving as MtM’s director of client communications as well as financial correspondent for “More than Money with Gene Dickison” on PBS39. She keeps our website and social media up to date and loves organizing events through the office that bring our clients and community together.
She graduated from Susquehanna University in 2020, majoring in public relations and minoring in psychology. Megan grew up in Stroudsburg, PA and graduated from Pocono Mountain East. She currently lives in Bangor with her boyfriend, Gavin and their dog, Murphy. She has a deep love for photography, music and spending time with friends and family.
Favorite Quote: “Happiness is an inside job.”
Fun Fact: She's also a licensed and practicing cosmetologist!
MELISSA BOYER
[email protected]Melissa officially works as MtM’s receptionist and Special Projects Curator, but most of the time it can be summarized as “juggling.” She joined MtM in 2022 to temporarily help during that tax season, and she never left!
She graduated from Messiah University in 2020, double majoring in Art History and English. Melissa lives in Stroudsburg, PA and graduated high school from Faith Christian in Roseto. She fills her time with embroidery, painting, baking, reading, and hoping her plethora of house plants are getting adequate light.
Favorite Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou
Fun Fact: Melissa worked at several museums during college… meaning she now has 2 hours’ worth of animal facts memorized- she is waiting for an opportunity to utilize this information in her role at MtM… let her know if you can think of one!
TAMMY LY
[email protected]Tammy started at MtM February 2020. She initially was hired to help out with that tax season, but ended up staying with us since we didn’t want to let her go! She is the phone whisperer here at MtM. When you give our office a call, expect her helpful voice to assist you and get you to the right place (we swear she hears the phone before it rings).
Tammy does a multitude of jobs to help keep our Bethlehem office running smoothly on a daily basis. Believe it or not, her favorite time is tax season. She loves interacting with our clients and the fast pace of the office.
Born and raised in Lancaster County, she met her husband of 33 years in high school and moved to the Pocono area in 1999. They have two children, Eric and Olivia, who now live in Colorado and New Jersey. Tammy and Kiet filled their empty nest with a five pound, apricot Maltipoo named Aubrey. She is the sweetest little girl and occasionally visits the MtM office on Fridays.
Tammy and her husband enjoy traveling. Whether it’s a road trip to see the world’s largest pencil or traveling to France, Italy or Greece they enjoy all their adventures. They have a bucket list of all the places they wish to go. In her free time, she enjoys time with her family, scrapbooking with friends, card making and decorating.
Fun Fact: In a recent trip to Switzerland, Tammy jumped off the Swiss Alps! Luckily this was intentional, and she enjoyed her first paragliding experience.
RACHELLE WILKINSON
[email protected]Rachelle joined the MtM Tax team in 2023 as a Tax Preparer. She prepares and files individual tax returns and supports document organization and filing operations within the office.
Rachelle resides in Saylorsburg with her husband Travis, their daughter Ally, and their two cats Leo and Luci. She is an avid paranormal explorer and is a dedicated Harry Potter fan. She enjoys volunteer work, and has previously helped with the US Naval Sea Cadets and Fureverhomes Doberman Rescue Inc.
Favorite Quote: “Happiness can be found even in the darkest of times, if one only remembers to turn on the light.” – Albus Dumbledore
Fun Fact: Rachelle is a descendant of Mary Ball, George Washington’s mother.
MARK BACAK
Mark is our MtM Social Security expert. If you’d like to schedule a free second opinion meeting with Mark to review your social security plans, give our office a call (610) 746-7007.
MIKE POMPEI
Mike is our MtM Life Audit expert. If you’d like to schedule a free second opinion meeting with Mike to review your long-term care plans, give our office a call (610) 746-7007.
KEITH STROHL
Keith is our MtM Will & Estate expert – partnering with us from Steckel & Stopp Law Offices in Slatington, PA. If you’d like to schedule a free second opinion meeting with Keith to review your will and estate plan, give our office a call (610) 746-7007.