Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

STRIBRNY GROUP

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dirk Stribrny

    Dirk A. Stribrny, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    Dirk has over 33 years of experience in wealth management and is a Managing Director with UBS. 

    Dirk graduated from Syracuse University with a Bachelor’s degree in marketing. Dirk obtained the Certified Financial Planner® (CFP®) certification in 1997.

    Dirk holds Series 7, 63 and 65 securities licenses and insurance licensing in over 10 states.  Dirk is a triathlete who competes in races throughout the greater Philadelphia area. He is also an avid tennis player and golfer. He and his wife, Lizzie, are the parents of four children.

          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
        • Joe Croll

          Joseph R. Croll, CFP

          First Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • ND
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

          Joe is a financial advisor with over 15 years of experience and is First Vice President at UBS.

          Joe graduated from Loyola University in Maryland in 2004 with a Bachelor’s in Business Administration and Business Management and immediately joined Legg Mason.

          He joined The Stribrny Group in 2012 and holds His Certified Financial Planner® (CFP®) license.

          He enjoys spending time with his family, playing golf and coaching his kids in various sports.

                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428
              • Rose DeFalco

                Rose J. DeFalco

                Associate Director

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • LA
                • MA
                • MD
                • ME
                • MI
                • MO
                • MT
                • NC
                • ND
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA
                • WI
                • WY

                Rose joined the Stribrny Group in 2010 and has 33 years of experience. Rose serves as the Senior Wealth Strategist and is responsible for the marketing, communications, and financial planning of The Stribrny Group. Rose holds her Series, 7, 63, 65 and PA state insurance licenses.

                      101 West Elm Street
                      Suite 200
                      Conshohocken, PA 19428
                    • sue

                      Susan Sussman

                      Senior Client Associate

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                              101 West Elm Street
                              Suite 200
                              Conshohocken, PA 19428
                            • kiryna

                              Kiryna Cotroneo

                              Client Associate

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                                Kiryna graduated from Drexel University in 2022 with a bachelor’s degree in Business Legal Studies and Organizational Management. She joined the Stribrny group in 2022 and is responsible for ­­­­­­­administrative duties and manages say to day operations for the team.

                                      101 West Elm Street
                                      Suite 200
                                      Conshohocken, PA 19428

                                    The Year Ahead - Sustainable Investing

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager