We act as trusted financial partners for families and businesses, supporting long-term goals. Learn more about our financial partners here.
Our team of dedicated financial partners brings a wealth of experience, specialized knowledge, and a shared commitment to client success. Each partner offers a unique perspective and a personalized approach to financial planning, ensuring that you receive guidance tailored to your specific needs and goals. We invite you to get to know the trusted advisors who are ready to support you on your financial journey.
CFP®, ChFC®, CFBS, CFS®, CLTC, CPFA®
With a client-focused approach and a suite of seven prestigious financial designations, Dan Batty specializes in building lasting relationships to guide clients through long-term planning. He is dedicated to helping you navigate your financial future with confidence and clarity.
CFP®, ChFC®, AIF®, AIFA®, ChFEBC℠, BFA™, CFEd®, CPFA®
Jason Bishop brings over a decade of experience and eight professional certifications to his clients. He has a particular focus on assisting federal employees with their unique retirement systems (FERS, CSRS) and is committed to providing comprehensive, easy-to-understand financial strategies.
CPFA®
As a fiduciary with more than 10 years of experience, Jason T. Cabot is dedicated to acting in his clients’ best interests. His background in the pharmaceutical industry has shaped his disciplined, analytical approach, allowing him to develop strategic, tailored financial plans for individuals and business owners.
MSFS, CLU®, ChFC®, CFP®, RICP®, CLTC
With a career spanning more than 33 years and a Master of Science in Financial Services, Ed Dracup brings a deep and well-established expertise to his work. His background as an Actuarial Analyst provides him with a unique, analytical perspective on risk management and employee benefits, which he leverages to create sophisticated financial plans.
CFP®, ChFC®
For 22 years, Mike Skiff has been helping clients make sense of complex financial topics. As a CERTIFIED FINANCIAL PLANNER™ professional, he excels at breaking down intricate strategies into actionable steps, empowering clients to take control of their financial lives with confidence.
CFP®, ChFC®, CLU®, CFBS, CPFA®
Edward Wood combines over 40 years of experience as a student of the capital markets with a unique background as a Civil Engineer. This blend of practical market wisdom and analytical thinking, supported by six professional certifications, allows him to construct resilient and effective financial strategies for his clients.
Kate began her professional career in financial services immediately after graduating with a B.A. in History from West Chester University. Kate initially worked on Dan Batty’s team, where she gained experience across various aspects of financial practice. Over time, Kate’s dedication and competence in client service and operational management led to her appointment as Chief Operating Officer at UFG Advisors.
Austin was born and raised in Lititz, PA. During his time at West Virginia University, Austin worked marketing internships in positions such as field sales manager as well as branch manager, working directly with clients and helping manage a team. Upon graduating with a Bachelor of Science in Finance, he made the pivot into the financial industry, joining UFG Advisors in January of 2025, and applying his skills in organization and client engagement.
Austin now leverages his expertise to directly support clients while maintaining office operations, technology improvements, and administrative functions.
Away from the office, Austin enjoys spending time with family and friends, as well as pursuing outdoor activities such as snowboarding, golfing, and fishing. He is also committed to maintaining an active lifestyle through running and weightlifting. A passionate football fan, Austin is an avid supporter of the Pittsburgh Steelers.
Bob Clayton was born and raised in Delaware County, Pennsylvania. After graduating from Temple University in 2020 with a degree in Finance, he quickly launched his career in the financial services industry, obtaining his Series 7 registration and insurance licenses. Driven by a passion for helping others understand and achieve their financial goals, Bob joined UFG Advisors in January 2021.
Today, Bob works closely with clients to develop, refine, and monitor comprehensive financial plans tailored to their unique needs and objectives. Committed to providing the highest level of guidance, he earned his CFP® certification in August 2026, further strengthening his expertise in financial planning.
Outside of the office, Bob enjoys spending time on the golf course, fishing, and attending sporting events. A lifelong Philadelphia sports fan, he can often be found cheering on his favorite hometown teams.
Caitlyn was born and raised in Chester County, PA. Upon graduating from Ursinus College with a degree in Health & Exercise Physiology, she jumped right into the corporate world with uFinancial Group as their Exton Office Manager. She then spent years in the corporate health and wellness industry developing and implementing employee wellness programs and incentives for multiple organizations across the country. Applying her skills in project management, workflow, and client relationships she pivoted back into the financial industry joining UFG Advisors in 2020 as a Director of Operations for Ed Dracup.
Sarah was born and raised in Chester County, PA. In the Spring of 2018, she graduated from Shippensburg University with a bachelor’s degree in finance, concentrated in personal financial planning. Sarah began her career with uFinancial Group as a Financial Services Professional. Shortly after, she pivoted to become a licensed Administrative Assistant to Edmund Dracup. In 2020, Sarah took time to explore other industries and management roles learning to cultivate client relationships, centered around trust and education. In 2025, she returned to the finance industry to join UFG Advisors as a Client Experience Coordinator.
Utilizing her client relationship skills, and her background education in finance, Sarah works directly with clients at UFG Advisors. She supports client requests while assisting advisors with daily office operations and administrative duties.
Outside of the office, Sarah enjoys doting on her dog, Sage, as well as spending time with her boyfriend and her three sisters. Sarah likes to stay active by taking Pilates classes, going for walks in nature, and occasionally going for a ride on horseback. Sarah is an avid music lover and has a passion for learning, you can often find her at a concert or attending an educational class about the science behind skincare. Sarah is known for her love of Taylor Swift, cheerleading, and the color pink!
Dana is native to Chester County, PA. Upon graduating with a degree in Economics, she began her career in financial client services, and soon joined uFinancial Group as a Sales Assistant. After stepping away to grow her family, she has happily rejoined uFinancial Group as a Relationship Manager with UFG Advisors.
Caitlyn entered the financial services industry after years of experience in medical administration. In her prior role, she developed and implemented new procedures and processes to improve the efficiency of her department and comply with regulatory standards.
Matthew was born and raised in Coatesville, PA. Currently, Matthew is pursuing his degree in Business Administration. Applying his organizational skills and client engagement he pivoted from the pharmaceutical industry into his current role with UFG Advisors in 2025.
Matthew works internally as a personal assistant, maintaining efficient daily office operations, and administrative needs.
Away from the office, Matthew enjoys spending time with friends and family, traveling, reselling clothes, and working at a recording studio on his weekends. You can often find him at cafes enjoying a peaceful breakfast.
Cameron was born and raised in Royersford, PA. He attended West Virginia University, where he earned his Bachelor of Science in Finance, building a strong foundation in financial principles. He also honed his client service skills through his involvement in campus organizations, where active social engagement helped strengthen his communication and interpersonal relationship abilities.
Cameron began his career in the financial industry in May 2026 when he joined UFG Advisors as a Retirement Plan Services Coordinator. In his role, he supports both clients and internal operations by facilitating the flow of essential forms and documentation, assisting clients with account-related inquiries, and helping ensure a smooth and efficient retirement planning experience. His attention to detail and commitment to clear communication allow him to effectively support both his clients and his team.
Outside of the office, Cameron enjoys spending time with family and friends, while maintaining an active lifestyle. He is passionate about outdoor activities such as golfing, snowboarding, and hiking. He is also an active supporter of all Philadelphia sports teams, with his favorite team being the Eagles.
Born and raised in Bucks County, PA, Mark earned his Bachelor of Science degree in Mechanical Engineering from Temple University. With over 20 years of leadership experience in business development and strategic market expansion within engineering firms and the construction industry, he has built a reputation for driving growth and cultivating lasting partnerships.
Recognizing the critical role of financial sustainability in business success, Mark transitioned his expertise toward supporting Dan Batty and UFG Advisors in helping companies and key personnel achieve their long-term financial objectives. As a Dir. of Strategic Development, he applies his technical knowledge, industry experience, and relationship-building skills to help UFG guide its clients in securing their financial futures.
Mark is particularly passionate about supporting family-owned businesses, as part of UFG’s active approach to optimizing group retirement plans and benefits. His goal is to assist in ensuring companies offer competitive retirement solutions that attract emerging talent while fostering loyalty among seasoned professionals.
Outside of his professional endeavors, Mark enjoys spending time with family and friends, playing golf, and engaging in outdoor activities. A devoted Philadelphia sports fan, he proudly cheers for his hometown teams—Go Birds!
Robin was born in Abington, PA and moved to Chester County at the age of five. She attended Indiana University of Pennsylvania, where she concentrated in financial planning and explored her passion for writing children’s books.
She began her career in financial Client Services Technology and has remained in the finance world ever since, growing her expertise from client technology into Cybersecurity. Robin is known for being highly detail oriented and deeply client focused, with a mind that’s always in “build mode.” Process improvement, operational efficiency, and streamlined workflows are where she thrives.
In her current role, Robin supports advisors and their clients by ensuring smooth operations, efficient processes, and reliable administrative support.
Outside the office, Robin loves spending time with family and friends. Her world revolves around her two sons, and she proudly serves as their personal Uber driver to every sport and activity they take on.
Jack earned his degree in Financial Planning from Temple
University and began his career with MassMutual as a
Registered Representative before expanding his industry
experience at Vanguard. He holds FINRA Series 7TO, Series
6TO, 63, and 66 registrations and brings a strong foundation
of investment and insurance knowledge to his role.
Since joining UFG Advisors in 2021, Jack has worked closely
with advisors and clients, helping to provide strategic
support.
Known for his thoughtful approach and willingness to go the
extra mile, Jack takes pride in making clients feel valued, and
supported. Whether assisting with investment and
insurance implementation or helping answer questions
along the way, he is committed to delivering the high level of
service that clients have come to expect from UFG Advisors.
Outside of the office, Jack enjoys gardening and spending
time with his wife Serena, and their dog, Koda.
Lauren was born and raised in Lititz, Pennsylvania, an
d later attended West Chester University, where she earned a bachelor’s degree in Criminal Justice with a minor in Digital Marketing. She has over seven years of experience in the service industry, where she strengthened her communication, problem solving, and client relationship skills. After graduating, she expanded her experience in real estate before transitioning to the finance world, further developing her ability to support diverse client needs while keeping operations running smoothly.
Lauren joined UFG Advisors in a client facing capacity, where she helps support clients and contributes to the operational efficiency of the team. She thrives in roles that blend detail oriented work with meaningful client interaction, ensuring a reliable and positive experience for everyone she works with.
Outside of work, Lauren loves staying active, traveling, and spending quality time with her family, friends, and pets.
