Welcome to United Capital Langhorne
Experience wealth management, reimagined.
Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.
Rosemary CaligiuriManaging Director
John H. Lindsey, Jr.Wealth Manager
Heidi S. HirshWealth Manager
Brenda FitzsimmonsDirector of Operations
Brian LevySr. Relationship Manager
Bradford HessRelationship Manager
Amy GoldenAdministrative Manager
Will WalkerWealth Manager
Rosemary Caligiuri, CASL™, RICP®
As the Managing Director of the United Capital Langhorne office, Rosemary Caligiuri has been helping clients create, execute, and monitor their personal financial strategies since 1989.
Raised in a large Italian family in New York, Rosemary grew up with a genuine appreciation of Old World values and traditions. After graduating cum laude from Adelphi University of New York, Rosemary began pursuing her passion for caring for patients as a Registered Nurse. Wanting to do even more than care for people physically, Rosemary decided to enter the financial services industry so that she could help people navigate their way through retirement and make informed decisions in order to pursue their financial goals.
A national speaker, educator and former radio show host, Rosemary prides herself in providing independent and ethical financial guidance to clients who are in pre-retirement and retirement. Rosemary’s knowledge has also been sought out for articles written in financial publications such as Barron’s and Forbes magazines.
Rosemary has earned the Chartered Advisor for Senior Living® (CASL™) as well as the Retired Income Certified Professional (RICP®) designations from The American College. These prestigious programs include comprehensive curriculums to advisors striving to meet the unique financial needs of today's clients.
Rosemary is also a member of Ed Slott’s Master Elite IRA Advisor Group - a private IRA study group of professionals with extensive IRA experience. This group is required to go through rigorous educational workshops on a continuous basis.
Rosemary resides in Lambertville, NJ where she and her husband Keith built their home together. Rosemary is an avid reader and loves to entertain. In her free time Rosemary enjoys travelling and boating with family and friends.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and offering securities and additional advisory services through Cetera Advisor Networks LLC ("Cetera"), member FINRA/SIPC. Cetera us under separate ownership from any other named entity.
John H. Lindsey, Jr., CFP®, ChFC®, RICP®
John Lindsey is committed to building long-term relationships with his clients through comprehensive financial planning starting with their financial goals, needs, time horizons, and individual circumstances. Drawing on his in-depth training, planning tools, and skill in analyzing and assessing his clients' financial circumstances and goals, John works with his clients to develop their financial freedom through diversification, developing sufficient emergency funds, managing risk, and income.
After earning his degree in Economics from Indiana University of Pennsylvania, John took and passed the FINRA Series 7 and 63 securities examinations. In addition to possessing over 20 years of financial experience, John earned the professional designation of Certified Financial Planner™, (CFP®). The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. John also acquired the ChFC® designation, Chartered Financial Consultant® awarded by the American College of Financial Services. This designation strengthens his planning-based approach to servicing his clients. He also attained the RICP®, Retirement Income Certified Professional®, an advanced designation which enables him to give added insight into his clients' retirement needs and strategies. John strives to always put his clients' needs, goals and objectives first. John's seasoned presentation and communication skills made him a key contributor to Harvest Group's former weekly radio show, 'Financial Issues and Answers'.
When he isn't working with clients, John enjoys spending time with his wife Donna and three sons, Shawn, Nicholas and Luke, in their Langhorne home. The Lindsey family spends their weekends at the soccer field, Rays Town Lake in central Pennsylvania or Ocean City, New Jersey.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Heidi S. Hirsh, RICP®
Heidi S. Hirsh specializes in creating retirement income plans for individuals and families in both the pre- and post-retirement stages of life.
Heidi is a Retirement Income Certified Professional (RICP)® with over 20 years experience in the financial services industry. She began her career in 1994 with the Securities and Exchange Commission as a Securities Compliance Examiner, and has maintained a strong commitment to serving her community. Her goal has always been to help people make smart financial decisions.
With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate enough assets to last one’s lifetime. As pension plans become a thing of the past, individuals need to rely more heavily on their own abilities to save enough to retire comfortably. However, the real challenge comes later when one needs to turn those assets into income that can last up to 30 years or more. This is where partnering with Heidi may be valuable.
She believes her role is not to tell people how to live their lives, but to educate them in such a way that they gain clarity and confidence to make their own financial choices, knowing the pros and cons ahead of time. Heidi truly enjoys watching her clients taking ownership and control over their financial decisions and constructing a future without fear and regrets.
In addition to the RICP® designation from The American College of Financial Services, Heidi holds the FINRA Series 7, 24, 63, 65 securities registrations as well as her PA Life, Accident & Health Insurance license. She graduated Magna Cum Laude from Temple University with a B.S. in Business Administration.
Heidi currently resides in Yardley, PA with her husband and 2 boys, and has a special fondness for families with special needs children. She is excited to work and live within the same community, always happy to run into her clients outside of the office. Be sure to stop and say hello if you see her along the way!
Registered Representative of and offering securities through Cetera Advisor Networks LLC ("Cetera"), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC ("United Capital"), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.
Director of Operations
With over 25 years of experience in the financial industry, Brenda has a wealth of knowledge that is a tremendous asset to our team. Having majored in Psychology and Mathematics at Temple University, she has a unique perspective when it comes to finances. Brenda is able to combine her love of numbers and problem solving with her passion for assisting the office in creating the ultimate client experience. Brenda also has over 10 years of experience managing teams. She has been a retail bank branch manager for NJM Bank and has also managed the operations area of the Trust department for First Union National Bank. Brenda is a lifelong resident of Bucks County and enjoys traveling, spending time with her family and playing billiards on her amateur pool team. She and her husband Charlie live in Levittown with their 4 children.
Brian Levy, CFP®, CFA®
Sr. Relationship Manager
Brian has been working in the financial planning industry since graduating in 2008 from Temple University with a degree in Mathematical Economics. He received his designation as a Certified Financial Planner, CFP®, from the CFP Board. Brian brings a wealth of knowledge and a desire to keep learning for our clients. Brian grew up in Lower Bucks County and has strong ties to the community. He and his wife Julia, along with their two sons Ben and Jack, reside in Bucks County.
Brad graduated from Towson University with a degree in Accounting, and has been working in the financial planning industry since 2012. He proudly holds the Series 65 securities registration, and is excited for the opportunity to further the services he can provide. He possesses a strong commitment to our clients and a desire to learn and grow within the United Capital family.
Brad grew up in Southern New Jersey, and resides in Philadelphia where he enjoys watching Philadelphia sports and coaching soccer in his free time.
Amy Golden is an established professional reinventing herself in the financial services industry.
Prior to joining United Capital, she was proud to serve the community as a real estate consultant for several years. Her time in the real estate sector helped her to fine tune her skills in exceeding client expectations and ensuring that their individual needs were met with enthusiasm and integrity.
As the office’s Administrative Manager, she is proud to continue providing excellent service to all clients and assist the Director of Operations in assuring that the office systems are managed effectively. Amy is a huge fan of technology and uses the latest tools at her disposal to make sure that the client experience is as stress-free and efficient as possible. She is excited to grow within the United Capital family!
Amy is a life-long resident of Lower Bucks County, where she lives with her teenage daughter Bonnie and their dog Chewy. In her time away from the office, she enjoys spending time with family and friends, going to sporting events, concerts, and exploring all that this beautiful area has to offer.
Will Walker is committed to building long-term relationships with his clients through comprehensive financial planning starting with their financial goals, needs, time horizons, and individual circumstances. Drawing on his in-depth training, planning tools, and skill in analyzing and assessing his clients’ financial circumstances and goals, Will works with his clients to develop their financial freedom through diversification, developing sufficient emergency funds, managing risk, and income. Will’s goal is to provide families and business owners with assistance in building their financial freedom, and to become an impact player in the financial lives of each and every client.
Will graduated from Pennsylvania State University, where he earned an Administration of Justice degree. He proudly holds Series 7 and Series 66 registrations, and is licensed to sell life and health insurance in PA and NJ. He is registered to offer securities
products in PA and NJ, as well.
Will is also very active in the communities he serves. He is a member of the Board of Directors of the Bensalem Business Association, where he currently serves as Secretary. He is also the Head Coach of the Hulmeville Soccer Club, where he coaches local youth athletes weekly.
Will resides in Bensalem PA with his wife, Alison, and their daughter, Sadie. In his free time, he enjoys reading, running, anything to do with sports, and watching movies.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
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1707 Langhorne-Newtown Road, Suite #1
Langhorne, PA 19047
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.
*Award not indicative of investment performance.