WHO We Are

  • Conor F. Delaney
    Founder and Chief Executive Officer
    Conor F. Delaney
    Founder and Chief Executive Officer

     

    Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. Mr. Delaney, along with his partner Courtnie Nein, began developing procedures, products and support which became the foundation for the offering at Good Life today. Prior to that, he served as both a financial advisors and branch manager for Waddell & Reed Financial Services since 2005. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. Mr. Delaney was a graduate of Red Bank Catholic High School, Red Bank, New Jersey.

    After losing his father prematurely while in high school, Mr. Delaney entered the financial services industry full time as a sophomore in college, obtaining both his securities registrations and insurance licenses while remaining a full time student and NCAA athlete. He began his private practice first before eventually joining Courtnie Nein in 2007, beginning a successful partnership that led the team to found Good Life Financial Advisors, giving them the ability to do more for their current and future clients, while also creating the opportunity to roll out a national platform that is intuitively designed to accommodate successful advisors who share in the same desire - serving their clients, community and family.  

    Mr. Delaney was also the driver behind creating Good Life Advisors, the Advisor Owned RIA. Again noticing a demand in the marketplace, a specialized model was created which afforded independent IAR’s the ability to own a piece of the RIA instead of just utilizing the RIA for the compliance services. He believes his responsibility is not just to oversee a company that delivers a great product to advisors looking to go independent, but also to help create more wealth for the advisor team by developing new assets and ideas for the firm. He believes in creating jobs and opportunity in communities around the country. To execute on this  large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people  with a long-established track history of building great companies in various marketplaces in the country.  

    Delaney married his college sweetheart, Liz, in 2008. They have three children: Blake Seraphina, Rhys Brian and Elena Rae. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Delaney is also a volunteer board member at the YMCA, and an active participant in the Lions Club, Greater Reading Chamber of Commerce and the Alvernia Alumni Association. 

  • Courtnie E. Nein
    Co-Founder and President
    Courtnie E. Nein
    Co-Founder and President

    courtbio

    Courtnie Nein co-founded The Good Life Companies in 2012. Once the need in the marketplace had been identified, Ms. Nein was tasked primarily with creating all of the infrastructure, procedures, policies, and offerings for the company that would eventually be what it is today. Prior to founding the company, Courtnie practiced as an advisor with Conor Delaney at Waddell & Reed.

    Ms. Nein attended Syracuse University on a full-tuition field hockey scholarship where she graduated within three and a half years with a degree in marketing management. She obtained her securities registrations and insurance licenses during her final semester at Syracuse before joining Mr. Delaney at Waddell & Reed. Ms. Nein grew up in Leesport, Pennsylvania, in a large family business, which provided her with the foundation for becoming the prominent business leader she is today.

    Ms. Nein oversees most of the operations at The Good Life Companies on a day to day basis. Like Delaney, she believes in servant leadership. While the growing number of employees at the company report largely to her, she can say without a doubt that she has sat in their chair. As the company has grown, she has become more of a manager and a leader but Ms. Nein is one of only a few that can say that have served in every capacity at the firm. Today, her commitments include overseeing the new advisor training program, the on-boarding to LPL Financial and The Good Life Companies, the transition department, and she manages the daily operations of the RIA. She also runs the day-to-day operations for Mr. Delaney and her wealth management practice.

    Courtnie married her long time love, Justinn, in September 2009. They have two sons, Graham and Colt. Courtnie enjoys working out, watching Syrause sports, hiking with Justinn and their cattle dog Dexter, and spending time with friends and family. She also enjoys cooking in her free time. Courtnie is president-elect of the Spring Township Rotary Club, is on the board at the YMCA, and is a participant in the Greater Reading Chamber of Commerce.

  • Richard C. Gromis
    Vice President and Chief Compliance Officer
    Richard C. Gromis
    Vice President and Chief Compliance Officer

    rickbio

    Rick Gromis joined The Good Life Companies in September of 2012 after spending 38 years in the banking industry. More than half of those years were spent in executive level management positions including Bank President, Chief Compliance Officer, Chief Operating Officer, Senior Lender, Director, and Founder. In these positions, Mr. Gromis provided long term strategic direction as well oversaw lending and operational functions at the banks for which he worked. Rick was associated with three start-up banks in his career most recently organizing, leading, then successfully selling Berkshire Bank in 2011. 

    Over the years Mr. Gromis held positions with many professional organizations including being a Past President of the Berks County Bankers Association and serving on the Board of Directors for the Pennsylvania Association of Community Bankers.

    In addition, Mr. Gromis has been involved in numerous charitable organizations over the years. He has held leadership positions with the Boy Scouts, Berks County Association for the Blind and the Berks County Parrothead Club to name a few. Mr. Gromis has also been a Rotarian for more than 35 years and has served as President of two Rotary Clubs. He is currently a member of the Spring Township Rotary Club and serves as Assistant District Governor for District 7430. He will become the District Governor in 2016. 

    At The Good Life Companies, Mr. Gromis was tasked with forming the compliance department for the RIA. Simultaneously, he was tasked with the overseeing and enforcing SEC rules for more than 30 advisors of Good Life. In addition to his current role at The Good Life Companies, Mr. Gromis previously served in HR, Operations, Finance, and in a support role for Delaney and Nein’s private wealth management practice. 

    Rick married his wife Sue in 1976. He has two children and two grandchildren.

  • Aelish M. Brooks
    Controller & Director of Human Resources
    Aelish M. Brooks
    Controller & Director of Human Resources

    aelishbio

    Aelish Brooks joined the The Good Life Companies in 2014 as the second full time hire for transition support. Aelish went on to serve as a support to Otis in business development where she focused on the onboarding process of all new advisors from start to finish. In her most current position, Aelish oversees human resources, payroll and runs all financial aspects of The Good Life Companies. 

    Aelish received her both her Bachelor's and Master's Degrees at Alvernia University, where the focus of her studies were Business Administration and Management. Her previous work experience includes working nearly a decade as a business analyst for a large manufacturing firm. 

    Aelish and her husband Noah enjoy traveling abroad as often as possible. They relish the opportunity to learn about new cultures and customs from around the world.

  • Otis R. Jacobs
    Vice President and Director of Business Development
    Otis R. Jacobs
    Vice President and Director of Business Development

    otisbio

    Otis Jacobs joined The Good Life Companies as Vice President and Director of Business Development in April of 2015. Mr. Jacobs, a nationally known corporate recruiter and business developer, previously held positions with the nation’s leading business-development teams at LPL Financial and National Retirement Partners (NRP) before it was acquired by LPL Financial. Otis was part of the business development team at NRP when it was named Inc. 500’s fastest-growing, privately held financial-services company. Within the sales units Otis has been affiliated with he is known as a “rain maker.” He uses natural sales ability mixed with today’s technology and traditional sales techniques to aid in the growth of both The Good Life Companies, as well as individual practices. 

    Otis is tasked with the overall growth of The Good Life Companies. Otis believes in the value of affiliating with the nations leading turnkey independent solution. He joined the company following a very successful corporate career based on the passion, commitment and expertise of the executive staff as well as the unique value that Good Life brings to the industry. 

    Otis is an avid outdoorsman, surfer and artist. He resides in Southern California with his wife Michelle and their dogs Hank, Brody and Bailey.

  • Denise J. Brochu
    Director of Compliance and Advisor Training
    Denise J. Brochu
    Director of Compliance and Advisor Training

    denisebio

    Denise Brochu joined The Good Life Companies in February 2012 after working as a licensed advisor assistant at Waddell & Reed. After helping to create the infrastructure at Good Life, Mrs. Brochu was promoted to Director of Transitions in 2014. In this role, Brochu managed the team of transition specialists, provides advisor and client support, processes trades and managed the paperwork flow. In 2016, Denise was promoted once again to Director of Compliance. In her most recent roll, Denise handles all RIA operations. She also focuses on the brokerage compliance questions and assists advisors with the Compliance Max system. Denise also assists in training the advisors prior, during and after transitions.

    Mrs. Brochu went to Johnson & Wales University on a full-tuition scholarship and graduated with a degree in International Business. She grew up in Robesonia, Pennsylvania on a family farm which provided her with a strong work ethic. Denise is married to her husband Tony and has two daughters. They own a successful Kettle Corn and Catering business as well. Denise has also been a Girl Scout Leader for many years and participates on multiple school committees for Conrad Weiser High School.

  • Noah H. Brooks
    Director of Investments
    Noah H. Brooks
    Director of Investments

    noahbio

    Noah Brooks joined The Good Life Companies as a Financial Advisor in 2012 before being promoted to Director of Investments for the company in 2014. Mr. Brooks was immediately tasked with creating a program for advisors to have an in-house solution to their asset management needs so, if desired, the advisor can focus on growth and retention. He works directly with the professional partners to develop and create sustainable portfolios for the company's IARs. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm.

    Prior to joining The Good Life Companies, Noah was a Senior Financial Advisor at Wells Fargo. Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office.

    Noah currently resides in Bernville, PA with his wife Aelish. In his free time, Noah enjoys traveling and cooking.

  • Timothy D. Gromis
    Director of Real Estate Acquisition and Development / IT Manager
    Timothy D. Gromis
    Director of Real Estate Acquisition and Development / IT Manager

    timbio

    Timothy Gromis joined The Good Life Companies in December 2014 as the Director of Real Estate Acquisition & Development. His responsibilities include managing the existing portfolio of offices around the country. Beyond that, he is responsible for identifying future locations, negotiating leases, overseeing construction, and furnishing offices. Mr. Gromis’ main task is to make sure converting advisors have a place they will be proud to bring their family and friends to so they maximize the success of their transition. Prior to joining the company, Mr. Gromis spent most of his career working as a manager or business developer for construction companies and with builders throughout New Jersey and Pennsylvania. The experience in management, sales and procurement are vital to his role at The Good Life Companies.

    Mr. Gromis is a life-long resident of Pennsylvania. He spends most of his free time with his fiancé Nikki, volunteering with his Rotary Club, Golfing, or with his yellow lab Timber.

  • Jackie Malloy
    New Business and Contracting Specialist
    Jackie Malloy
    New Business and Contracting Specialist

    jackiebio

    Jackie joined The Good Life Companies transition team in 2015. She currently serves as the Executive Assistant to Mr. Delaney and Mrs. Nein. Jackie helps set up the advisors with all necessary carriers for each line of business. In addition, she oversees and submits all new business applications to the carriers.

    Jackie received her BA in Finance from Penn State University, graduating on the Dean’s List with an academic scholarship. She was also a member of the National Honor Society of Phi Kappa Phi. Jackie spent four years working in banking in various leadership positions and prior to banking she has served as an advisor assistant to a top producing financial advisor.

    Jackie enjoys spending her free time with her two children, Kasey and Brayden.

  • Rachel M. Bieber
    Client Services Manager
    Rachel M. Bieber
    Client Services Manager

    rachelbio

    Rachel joined The Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative. 

    When not in the office, Rachel loves spending time with her boyfriend Roy and his daughter Sophie. She also enjoys traveling and hunting.

  • Kayla J. Gettle
    Marketing Manager
    Kayla J. Gettle
    Marketing Manager

    kaylabio

    Kayla Gettle joined The Good Life Companies in February of 2016 after working several years designing magazine ads and marketing deliverables for a local company. As the Marketing Manager, she is responsible for the marketing, communication and business development efforts of the company. In addition to strategic business development efforts, she manages media relations, branding, advertising, and website development for all advisors affiliated with the company. 

    Kayla attended The Art Institute of Pittsburgh for Design. She was raised on a small farm in Womelsdorf, Pennsylvania where she gained a strong work ethic, learned responsibility and the value of working as a team. Kayla resides in Myerstown, Pennsylvania with her husband Brandon. In her free time Kayla enjoys exercising, working on her cars and exploring her creative side through various medias.

  • Kelly G. Haldeman
    Director of Client Relations
    Kelly G. Haldeman
    Director of Client Relations


    Kelly Garrity-Haldeman joined The Good Life Companies in May of 2017. She previously worked 7 years in the Staffing industry at Gage Personnel. As the director of Client relations, Kelly’s main role is to work with business development to manage new advisor-partners through their pre-transition and post-transitions timelines.  At Good Life, we understand that the most critical steps to achieve success as an independent financial advisor are the steps leading up to your independence as well as your first 90 days thereafter.  Kelly is tasked with being a trusted resource and asset for advisors as they make their move.

    Kelly was born in Freehold New Jersey in the same hospital as her all-time favorite musician, Bruce Springsteen. In college she studied sports journalism and is an avid lover of Football (Dallas cowboys), Baseball (NY METS) and Hockey (NY Rangers).  She currently lives in Leesport, PA on a historic family farm property with her husband Christopher, and toy Manchester Terrier, Reeser. She also works as the marketing and events coordinator for A RUNNING START in West Reading.

    Kelly is an avid runner and has completed 4 out of the 6 world marathon majors! She is on her way to becoming the first person in Berks county to complete all 6 by close of 2018. She also enjoys donating her time to the IM ABLE foundation, working out at Corp Fitness, going to Penn State games with her husband and spending her summer weekends at the Jersey shore with her family and friends.

  • Christopher L. Prizer
    Manager of Revenue Generating Activity Center & Internal Business Development Officer
    Christopher L. Prizer
    Manager of Revenue Generating Activity Center & Internal Business Development Officer



    Christopher joined GoodLife in May of 2017. He has taken on a duel roll as Business Development Officer and Manager of the Revenue Generating Activity Center. Chris has held leadership positions within Comcast and Vanguard over the years and brings a wealth of knowledge in relationship building and managerial excellence. Chris is tasked with building and managing the RGAC and with growing the Good Life Company brand.

    His best attributes are growing up in a family business and owning his own business for several years. Core values, strong leadership and client first approach are what separates Chris from others. With a relentless work ethic and lead-by-example mentality, Chris always sets the bar high and is never one rest until the task is complete.

    Chris is an avid Philadelphia Eagles fan and enjoys collecting autographs from his favorite players. He also enjoys war history. Relaxing with his three children and family at the family beach house in Cape May, NJ is where you’ll find him on weekends.

  • Denise L. Schnader
    Director of Transitions
    Denise L. Schnader
    Director of Transitions

    Denise joined the transitions team at The Good Life Companies in 2015. As Director of Transitions, Denise manages the team of transition specialists, provides advisor and client support, processes trades and manages the paperwork flow. Prior to joining Good Life, she worked for a large investment firm in Berwyn, Pennsylvania for more than 20 years. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing the large number of advisors who were associated with the firm, and keeping all three branches of AFG organized and compliant.

    In her spare time, Denise enjoys spending time with family and friends. She and her husband Ken like to cruise and retreat to their place by the bay in Delaware.

  • Nikki D. Gromis
    Transition Specialist
    Nikki D. Gromis
    Transition Specialist

    nikki

    Nikki joined the transitions team at The Good Life Companies in 2015. Within her daily role she helps to support advisors through their transition. She helps prepare applications, open accounts, track transfers, and handles notifications on behalf of the advisors. Nikki assists advisors during their most crucial time in their career. Her prior work experience allows her to be an effective transition team member and is a great addition to the department. 

    Nikki went to Kutztown University and received her Bachelor’s Degree in Psychology. She worked for two years as a therapeutic staff support helping autistic children. She has one cat named Coby. Nikki enjoys spending time with her fiancé Tim.

  • Julie M. Breidenstein
    Virtual Assistant & Advisor Outreach Coordinator
    Julie M. Breidenstein
    Virtual Assistant & Advisor Outreach Coordinator

    julie

    Julie joined The Good Life Companies transition team in 2015 where she served as a transition specialist supporting advisors during account opening, reviewing and processing. Julie now works with independent financial advisors with their daily client relationship management, provides advisor support with their book of business, manages their daily administrative tasks, and executes their marketing events. Julie is also in charge of the new advisor outreach program where she acts as the liaison between the advisor and Good Life.

    Julie received an Associate’s Degree in Education from Reading Area Community College. She also earned an Associate’s Degree in Health Science from Berks Technical Institute. In her free time, Julie enjoys being with her husband Tedd, daughter Elliana and sons Jayden and Easton. She also spends time with her three dogs Dozer, Niko and Skye.

  • Alexa G. Casner
    Transition Specialist
    Alexa G. Casner
    Transition Specialist



    Alexa joined the transitions team at The Good Life Companies in November 2016. Within her daily role she helps to support advisors through their transition. She helps prepare applications, open accounts, track transfers, and handles notifications on behalf of the advisors. Alexa assists advisors during their most crucial time in their career.

    Alexa graduated from Alvernia University with her bachelors in Sport Management, business focused.  While attending college she played Division II softball for both Mansfield and Millersville University.  In her spare time she enjoys working out, coaching softball and spending time with her fiancé.  Alexa has one dog named Max.

  • Susan L. Gromis
    RIA Compliance Support and Transition Support
    Susan L. Gromis
    RIA Compliance Support and Transition Support

    susan

    Sue joined The Good Life Companies in early 2014 to aid the growing need in transitions as the company continued to grow and expand. She serves two roles, the first is to support the RIA Compliance Department and also assist with the Transition Department during times of overflow. This work parallels well with her previous work experience which included 13 years in the Chapter 13 Trustee's Office and full time care giver to her two grandchildren for eight years. Sue has two grown children, one of whom works within the organization. Her husband, Rick, is the firm’s Chief Compliance Officer.

    Her interests include studying American Sign Language and teaching it to hearing children and their families. Her true passion is reading and you will seldom find her without a book in tow.

  • Janelle M. Ferrara
    Executive Assistant
    Janelle M. Ferrara
    Executive Assistant

    Janelle joined The Good Life Companies in August 2017. She currently serves as the Executive Assistant to Mr. Delaney and Mrs. Nein. Her responsibilities include maintaining Conor and Courtnie’s schedule by planning and scheduling meetings, conferences and travel. Along with being the point of contact between the clients and themselves and managing information flow.

    Janelle attended Millersville University for Education. She resides in Sinking Spring, Pennsylvania with her soon to be husband, RC. When not in the office, Janelle loves traveling with RC and spending time with her two cats and family. She is also the Director/Designer for the Conrad Weiser Color Guard program, and competes with The Sr. Guard during the Winter Indoor Season.