Our Team

At Price Financial Group, LLC we have a staff of smart, highly accomplished, professional women, who constantly challenge themselves to grow and expand their financial expertise. These women are dedicated and passionate about our client's long-term financial well-being. Thus, our success builds upon the diversity of the team, allowing our business to be a comprehensive approach to wealth management.

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Teri Fogel
Director of Operations and Client Service
TFogel@PriceFinancialGroup.com x 302

Teri, who has been with PFG for over 10 years, has a background in corporate finance and human resources. Teri oversees all aspects of our client relationships and insurance and administrative services.
 
She received her BA in Business Administration from Pace University. She has her series 7, 65, 63 and insurance licenses.

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Karen Goersch
Senior Wealth Advisor
KGoersch@PriceFinancialGroup.com x 304

Karen, who has been with PFG for over 5 years, also has a corporate background and is a non-practicing CPA. As a Senior Wealth Advisor to her personal clientele, she prides herself on specializing in financial planning and wealth management. In addition to working closely with many PFG clients, she monitors and evaluates the investments we utilize in our client portfolios.
 
Karen has an MS in Finance from Boston College and a BS in accounting from Bentley College. She holds her Series 7 and 66 licenses. 
 
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Briana Powell
Director of Wealth Planning
Briana joined Price Financial Group in 2009 after having worked for 10 years in the financial service industry. She is responsible for assisting our staff and clients in all aspects of financial planning, annuities, insurance, and retirement planning.
 
Briana received her BA in Political Science from Westmont College. She holds her Series 7, 6, 63, and Variable, Life, and Health licenses.
 
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Kim Lopez
Client Services Manager
KLopez@PriceFinancialGroup.com x 303
 
Kim, who has been with PFG over 4 years, always has a smile and is dedicated to providing the highest level of client service. She is responsible for operations, processing paperwork and fund transfers, and supporting internet account access for our clients.
 
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Lisa Walsh
Director of First Impressions
 
Lisa, who has been with PFG almost 3 years, is responsible for the day to day activities of the office, such as scheduling, marketing support and client service support. She thoroughly enjoys welcoming our clients into the office and making sure that their entire experience at PFG is exceptional at every turn.