Lehigh Valley Investment Group is a full-service financial management firm that assists clients in working toward their long term financial goals. Our team of professionals is dedicated to providing responsive, client-centered financial advice.
About Us
Every little thing we do makes a big impact.
Commitment
Our team consists of experienced professionals who approach our client’s finances hands-on with the commitment to making your financial dreams a reality. As your Financial Professionals, we keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Lehigh Valley Investment Group is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition.
Our Team
Robert H Brown, CLU®, ChFC®, AEP®
bob.brown@lpl.com
Bob has been providing clients with financial planning advice since 1991 and is the founder of the Lehigh Valley Investment Group. Bob is a graduate of Bucknell University and is committed to continuing his education through courses and seminars. Bob has taken economic and finance courses at Carnegie Mellon and the American College.
Community Involvement
Bob has served as a board member and Past President of The Estate Planning Council of the Lehigh Valley, Society for Financial Service Professionals, Lehigh Valley Chapter and the Lehigh Valley Consortium of Professional Organizations. He is also a former trustee and board chair of Moravian Academy where he served on the Executive Committee, Development Committee, Strategic Planning Committee, and the Finance Committee.
Chad Erceg, ChFC®
LPL Financial Planner
Chad works with clients to develop customized strategies for their long-term investment plans. Prior to joining Lehigh Valley Investment Group, he spent twelve years working with a leading banking institution in Bethlehem. Chad graduated from Lycoming College with a B.A. degree in both Business Administration and Economics.
Community Involvement
Chad has served on the Board of Directors at Grace Montessori School, where he was Treasurer. Chad has also been Co-Chairman of the Chad C. Leibenguth Scholarship Fund, which provides an annual scholarship to Whitehall High School graduates planning to study post-secondary mathematics.
Justin Hartman
LPL Financial Planner
As a Financial Advisor with Lehigh Valley Investment Group, Justin equips his clients with the right tools and strategies to achieve their financial goals. He is a graduate of Kutztown University with a Bachelor of Science in Business Administration with a concentration in Finance, paired with a minor in Economics. Justin specializes in working with clients who are seeking financial guidance in areas of retirement, estate planning, and investment to ensure financial stability in their future.
Justin is an avid sports fan and enjoys spending his free time traveling and playing golf.
David Mercer
LPL Financial Planner
Dave is a native of central Pennsylvania and relocated to the Lehigh Valley after graduating from Penn State University in 1984. He is a Managing Director and co-founder of Mercer Herzog Wealth Advisors, joining Lehigh Valley Investment Group in 2024. He is devoted to working closely with his clients to help them achieve all of their long term financial and retirement goals.
He enjoys traveling and spending time with his wife, Sara, golfing and supporting Penn State University athletics.
Gregory Herzog
LPL Financial Planner
Greg is a Lehigh Valley native working as a Financial Advisor since 1987. One of the managing partners of Mercer Herzog Wealth Advisors, joining with Lehigh Valley Investment Group in 2024, he takes pride in building client relationships and helping them reach their financial and retirement goals.
Greg is a graduate of Penn State University and active in Holy Trinity Church in Whitehall. He enjoys traveling, golfing, gardening, following his favorite sports teams, and mostly spending time with his family and friends.
Kristyn Huddleston
LPL Licensed Administrative Assistant
Kristyn is a licensed administrative assistant and office manager at Lehigh Valley Investment Group. She achieved her Associate’s Degree in Liberal Arts from Northampton Community College and received her Bachelor’s Degree in Business Management at Alvernia University. She plays an integral role in making sure the company operates smoothly and is responsible for overseeing and managing all client interactions.
A Lehigh Valley local, Kristyn enjoys spending time with family (and new son, Ezra) and friends, as well as traveling, cooking, and painting.
Vincent Gonsalves
LPL Licensed Administrative Assistant
Vinny is a client service manager and unlicensed administrative assistant at Lehigh Valley Investment Group. He received his Associate’s Degree in Business Administration from Northampton Community College and his Bachelor’s Degree in Business Administration and Finance from DeSales University.
Vinny enjoys spending time with his fiancé Danielle as well as his family and friends, coaching Northampton Youth Lacrosse, and playing golf with his dad and friends.
Contact Us
There is no better time to discuss your financial future. Fill out the form below to schedule a time to meet with one of our Financial Advisors.