Noah Brooks, CMT CIPM | Director of Investments
Noah Brooks, CMT, CIPM joined Good Life Companies as a Financial Advisor in 2013. As Director of Investments at Good Life Advisors, he leads the Wealth Allocation Model program for the RIA. He works directly with 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 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 time out on the lake, traveling and cooking.
Chris Needs | Research Analyst
Chris Needs joined Good Life Companies in 2021. He graduated from Temple University in 2013 with a Bachelor of Administration in Finance and Economics. Prior to joining Good Life Companies, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. Chris began his career with CUNA Brokerage Services Inc, providing investment services to credit union members as an associate advisor.
On a daily basis, Chris researches equity and fixed income investments, develops research and performance reports, and performs due diligence for current and prospective investment allocations for the WAM investment models.
Chris currently resides in Orwigsburg, PA with his wife, Elexa and son, Nolan. In his free time, Chris enjoys spending time with his family, reading, golfing and playing basketball.
Kanon Ream | Research Analyst
Kanon Ream joined Good Life Companies in May 2018. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. Kanon is an integral part of the Good Life Investment Research team where he assists Good Life’s Director of Investments, Noah Brooks.
On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM.
Rachel Sheeler | Investment Assistant
Rachel joined 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 husband Roy and 3 children, Sophie, Jared and Allison. She also enjoys traveling and hunting.
Terri Moyer | Virtual Practice Manager
Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor.
Sean Mest | Virtual Practice Team Manager
Sean Mest joined Good Life Companies in February 2022. He graduated from Penn State University in 2013 with a Bachelor of Science in Business. Prior to joining Good Life Companies, Sean worked in agency consulting and investment operations for Park Avenue Securities. Sean has also worked as an independent Financial Advisor clearing through LPL Financial and Wells Fargo Advisors.
Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team.
Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. In his free time Sean enjoys spending time with his family, serving in his local church and community, hunting, cooking, as well as playing and watching sports.
Dan Rome | Compliance Consultant & Legal Counsel
Mr. Rome is a compliance professional with over twenty (20) years of practical industry experience. He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. In addition, he maintains an ownership position in multiple independent compliance consulting companies. He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School). Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707).
Mr. Rome has previously held the following FINRA licenses: FINRA Series 7 – General Securities Representative, Series 24 – General Securities Principal, FINRA Series 66 - Uniform Combined State Law Examination, FINRA Series 55 – Equity Trader and FINRA Series 79 – Investment Banking.
Kayla Gettle | Marketing Manager
Kayla Gettle joined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. She was immediately tasked with building out a service offering for advisors during their transition. As the Marketing Manager, she is in charge of the brand development, social media, and web design for advisors, as well as the communication and business development efforts of the multiple companies within Good Life.
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 hard. Kayla resides in Myerstown, PA with her husband, Brandon, and their son Carson. In her free time, she enjoys spending time with her family and friends, acting as pit crew to her husband at the drag strip, and hiking local trails.
Becky Nye | Marketing Coordinator
Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company.
Becky graduated from West Chester University of Pennsylvania with a B.S. in Marketing and a minor in Studio Arts. She resides in Schuylkill County, PA with her husband Chris, and daughter Remi. Outside of work, she enjoys yoga, hiking, and nature photography.