About Us

Barry A. Rucks CFP®

Private Wealth Advisor

Barry A. Rucks is a private wealth advisor. Barry holds the CERTIFIED FINANCIAL PLANNER™ certification and has spent the last 25 years as a financial advisor, partnering with clients to create personalized financial plans that reflect their own unique circumstances.

Barry was brought up in the Midwest, where he enjoyed the art of the hunt while collecting pennies with his grandmother as a young child. The values of self-sufficiency and helping others he learned as a child were strengthened over many years of 4-H and gardening, where preserving the fruits of his labor helped him learn to focus on looking beyond the present and planning for the future. He continues to use these values to help his clients better understand their finances to this day.

Matthew R. Silverhardt CFP®, CFA®

Private Wealth Advisor

matt.silverhardt@lpl.com

Matthew R. Silverhardt is a private wealth advisor. In this role, he partners with clients to better understand financial management and make effective investments that are aligned with their needs and values. Matthew has been a financial planner for over 15 years, and holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Analyst® designation.

When he’s not working, Matthew spends time with his growing family, plays ice hockey, and volunteers with animal rights charities including the ASPCA and Penn Environment.

Jodi Rudd

Plan Manager, LPL Financial

In her role as Plan Manager at LPL Financial, Jodi supports Claire Reid Wealth Advisory where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Jodi partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Claire Reid Wealth Advisory.

Jodi’s financial services career started in 2014. She has served as a Financial Advisor, Budget coach, and Paraplanner. Jodi joined LPL Financial in 2023. She received her Bachelor of Science from the University of Wyoming and is a CFP® practitioner.

Jodi is married and has two sons. She lives in Wyoming and enjoys traveling, skiing, and getting outside in her free time.

Liz Ciccotto

Office Manager

liz.ciccotto@lpl.com

Elizabeth (Liz) Ciccotto serves as the Office Manager at Claire Reid Wealth Advisory. In her role, Liz is responsible for overseeing the daily operations of our office, ensuring that everything functions seamlessly. She manages office administration, client interactions, meeting scheduling, and general inquiries, all while maintaining a professional and welcoming environment.

Liz is dedicated to providing an exceptional experience for both clients and team members. Her attention to detail and organizational skills are key to the smooth running of our office.

Outside of her professional responsibilities, Liz is an active participant in the Philadelphia Soccer Club and has a passion for PC gaming. She enjoys exploring food festivals and values spending quality time with her family.

Claire Reid Wealth Advisory is a boutique financial services firm located in Horsham, PA, situated in the vibrant Delaware Valley region of the Greater Philadelphia area.

Barry A. Rucks CFP®

Matthew R. Silverhardt CFP®, CFA®

Jodi Rudd

Liz Ciccotto

We are fiduciaries in the truest sense of the word.

We build trust through transparent service.

We are proactive partners with our clients.

We develop personalized, holistic plans that help our clients pursue their unique goals.

We treat all of our clients with the same level of respect and dedication.

We believe in giving back to lift others up.

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