Our Team
Austin Wolf, CFP®
Financial Advisor
Austin Wolf is a financial advisor who primarily helps clients in the physician community with various aspects of their financial plans. He spends much of his time speaking at various teaching hospitals across the country about physician-specific financial planning. He is a Managing Partner for uFinancial Group, a comprehensive wealth management firm headquartered in Mechanicsburg, PA, for which he manages the Philadelphia office.
He is the founder of W Financial Partners, which leans on the infrastructure and resources of uFinancial Group to provide investment management, retirement planning, and other areas of financial services to his clients as a part of their financial plan.
Austin is a Certified Financial Planner® Professional (CFP®), which is considered the gold standard of the financial planning industry. As a Financial Advisor, he is held to the fiduciary standard of care which puts the client's best interest first.
Austin is from Lancaster County, PA where he attended Manheim Township High School. He has played competitive golf his entire life and attended IMG Academies in Bradenton, FL in his teen years. He graduated from Villanova University with a major in Economics and a minor in Spanish. He now resides in the suburbs of Philadelphia with his wife, Spencer. Even though Austin is an avid Philadelphia sports fan and Spencer is an avid Boston sports fan, they love to attend sporting events together. They also enjoy traveling and attending concerts, and most importantly spending time with their dog, Hollie.
Nikki Cassidy
Chief Operating Officer
With 15 years of dedicated industry experience steering the operational aspects of Wealth Management, Nikki Cassidy is proud to serve as the Chief Operating Officer with W Financial Partners.
Originally from Central Pennsylvania, the majority of her journey in the financial realm has been marked being an integral part of the Management Support team for uFinancial Group located in Mechanicsburg. During this time she had the privilege of collaborating with industry leaders, and notably, working alongside the dynamic Austin Wolf.
She has a passion for navigating the intricate world of Financial Fitness, ensuring seamless operations that empower their clients to achieve their financial goals.
Will McCann
Financial Professional
William McCann is a financial professional focused on helping clients achieve their financial goals. Working with clients in the healthcare community since his junior year of college, he has gained a great deal of familiarity with the different phases of a doctor’s financial life from the early days of training through the end of a practicing physician’s career.
He contributes to the resources of uFinancial Group as the firm’s the Disability Income Insurance Specialist and provides valuable insight in that space to the clients of W Financial Partners, a firm associated with uFinancial Group, given their unique need as physicians.
Originally from Madison, NJ, where he went to The Morristown Beard School, William went on to attend Dickinson College in Carlisle, PA. He graduated with focuses on business and economics and served as captain of the varsity golf team for two years. Away from the office you can find William on the golf course with friends or in a stream fishing.
William McCann, CA Insurance License #4246401, domiciled in NJ
William (Billy) Burger
Financial Advisor
William (Billy) Burger III is a dedicated financial advisor serving physicians and their families through comprehensive financial planning. With a deep understanding of the unique financial challenges and opportunities faced by medical professionals, he offers personalized strategies to help clients achieve their financial goals. By focusing exclusively on the medical community, he helps ensure that physicians can focus on their careers with confidence in their financial future.
Billy spends much of his time speaking at various teaching hospitals across the country about physician-specific financial planning and serves as a financial advisor for W Financial Partners.
Originally from Carlisle, PA, Billy attended Carlisle High School and later Dickinson College, where he played football and earned a degree in Policy Management. He now lives in Philadelphia. In his free time, Billy enjoys fishing and hunting at his family cabin in northern PA and spending time at the Jersey Shore. One of his bucket list goals is to visit every National Park, having most recently traveled to Acadia National Park in ME.
David Vafiadis
Associate Financial Advisor
David Vafiadis is a dedicated financial advisor at W Financial Partners, specializing in guiding physicians and their families toward their financial goals and freedoms. With expertise in disability insurance and full securities licensing for a broad range of investment needs, David offers comprehensive financial planning for his clients.
David's drive and discipline are evident in every client interaction, with the goal of bringing them closer to their financial aspirations. His deep knowledge and passion for financial planning allow him to provide tailored solutions, and he is committed to being a trusted partner for physician families.
David travels frequently, organizing events with teaching hospitals across the country to spread awareness about financial planning to local physicians in training.
Born and raised in New Jersey, David has strong community ties in Philadelphia, where he has a large family presence and attended Saint Joseph's University. Despite his Philadelphia office and connection, his love for New York sports often makes for entertaining conversations with friends and family.
Hailey Headrick
Executive Assistant
With a strong background in risk management and office operations, Hailey brings a proactive and detail-oriented approach to supporting executive leadership in the fast-paced world of wealth management. Her experience spans coordinating high-level administrative functions, ensuring seamless day-to-day operations, and streamlining communication to help ensure requests are promptly addressed and meet the team’s high standard of client service.
Originally from New Jersey, Hailey moved to the Philadelphia area to attend Temple University where she earned her Bachelor’s degree in Education. When she’s not exploring new coffee shops and dining around the city, Hailey enjoys outdoor activities, and all things fitness related.
Chloe Smith
Executive Assistant
As an executive assistant, Chloe Smith is an integral part of the team, providing dedicated support to financial advisors and their clients. Chloe brings a unique perspective, having earned a Bachelor of Science in Psychology and a Master's in Occupational Therapy from Thomas Jefferson University, which informs a client-centric approach. Chloe is adept at assisting clients within the healthcare community to navigate their financial journeys.
While she is originally from Fair Haven, NJ, Chloe has been in Philadelphia for close to a decade now. In her free time, she enjoys dedicating time to volunteering, attending pottery classes, and discovering new culinary gems across Philadelphia.