Company founder:
Gordon E. Conwell, Jr. (G2)
Gordon E. Conwell, Jr. (G2)
During his many years in the industry, Gordon E. Conwell, Jr. (G2) saw the need for a better way to serve the financial planning needs of individuals and businesses. Through a personal, family-oriented approach, G2 knew he could provide a new standard for service and commitment to clients. The creation of the Conwell family team was the ultimate result.
As family members joined the business over the years, bringing with them their own knowledge and experience, a real team with common goals came into being. They discovered that as a family team, they enjoy a unique synergy with the shared objective of meeting the needs of their clients.
Speaking of the team that he heads, G2 says: “We’re driven to make a difference in each person’s life. Our thoughts and energies are focused on supporting our clients and doing what’s right for them."
G2 always knew the key to making a difference for clients was a customized, personal approach. The Conwell team combines the research, analysis, and support found in a national firm with the personal care and attention one might expect from one of the community’s trusted families. The need for this combination inspired the team to create such unique programs as the Custom Benefits Network™ and the Custom Term™ System.
Both individual clients and corporations have learned that they can count on Conwell professionals. Nearly half of the Conwell business comes from businesses, many of which have trusted the team for 25 years or longer. As for individual families, the Conwells have often provided services to as many as 3 generations throughout the years.
The Conwell family team is comprised of:
As family members joined the business over the years, bringing with them their own knowledge and experience, a real team with common goals came into being. They discovered that as a family team, they enjoy a unique synergy with the shared objective of meeting the needs of their clients.
Speaking of the team that he heads, G2 says: “We’re driven to make a difference in each person’s life. Our thoughts and energies are focused on supporting our clients and doing what’s right for them."
G2 always knew the key to making a difference for clients was a customized, personal approach. The Conwell team combines the research, analysis, and support found in a national firm with the personal care and attention one might expect from one of the community’s trusted families. The need for this combination inspired the team to create such unique programs as the Custom Benefits Network™ and the Custom Term™ System.
Both individual clients and corporations have learned that they can count on Conwell professionals. Nearly half of the Conwell business comes from businesses, many of which have trusted the team for 25 years or longer. As for individual families, the Conwells have often provided services to as many as 3 generations throughout the years.
The Conwell family team is comprised of:
- Gordon E. Conwell, Jr. (G2)
- G2's wife, Nancy Conwell
- G2's son, Gordon Conwell III (G3)
- Married daughter, Nancy Peppelman
- A trained and responsive support staff
Gordon E. Conwell, Jr.
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Gordon E. Conwell, Jr. (G2) started the business in 1969. A graduate of St. Joseph’s University, Gordon began his professional life as a local school teacher. He considers himself a lifelong educator and student. He taught risk management and insurance at the college level for many years.
As the head of Conwell Associates, G2 takes a prominent role in leading the company. Over the last three decades, he has been the driving force in every decision the company has made - including development of the Custom Benefits Network™ and the Custom Term™ System. Through the network, the Conwell team is able to provide clients with an alliance of financial services professionals. G2 believes in the power of specialized care, and organized the network to provide ordinary investors and businesses with affordable care from independent specialists. He is also the company’s foremost specialist on life insurance and related fields and a strategic coach for individuals and businesses. He’s known for his straight talk with clients and team members. Gordon E. Conwell, Jr. is a Certified Financial Planner practitioner (CFP), Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). |
Nancy Conwell
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Nancy Conwell makes sure clients receive excellent
customer service and manages the office. She is responsible for creating a comfortable, homey-but-professional working environment. “The level of service we provide is one of the biggest things that
distinguishes us from other financial services companies,” Nancy says.
“People count on us for so many things. We want them to be comfortable
with us and the process. We’ll meet them at their homes. Often, it’s
the little things and the personal touches that make the biggest
difference.”
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Gordon E. Conwell III (G3)
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Gordon E. Conwell III (G3) has shown tremendous leadership
and developed expertise in insurance and financial services. “We want to be vital and relevant in our clients’ lives today, tomorrow and in the years to come,” says Gordon. "We want them to feel confident about working with us - knowing we care as much about their objectives as they do.”
G3 and his wife Laura have a daughter, Amber (pictured, on left), and a baby girl, Aliyanna (not pictured yet). |
Nancy (Conwell) Peppleman
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Nancy Peppelman has a tremendous amount of respect for
maturing members of the Greatest Generation. “Working with the family, I immediately saw a genuine, personal style of doing business that you couldn’t find in a corporate environment,” says Nancy. “There is a system in place, a shared view of how people should be treated. And there’s a synergy that goes into the advice we provide.”
Nancy and her husband John have one daughter, Kylie Marie, the team’s youngest “partner” (see below). Nancy enjoys arts and crafts with Kylie; and movies and music with John. |
