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9 Rowell Road, Suite A, Boyertown, PA 19512

610-367-7757
jborgese@contourwealth.com
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Meet The Team

The Proactive, Relationship-Driven Professionals Of Contour Wealth Management

At Contour Wealth Management, proactive service starts with knowing the people behind the plan. Our team values practical guidance, genuine relationships, and the kind of familiarity that comes from serving families across generations. Meet the professionals who bring that steady, relationship-driven approach to life.

Joseph Borgese®

Joseph Borgese, CFP®

President and Wealth Manager

610-367-7757

610-369-1796

Lindsey Borgese®

Lindsey Borgese, CFP®

Office Manager

610-367-7757

610-369-1796

Brian Christman

Brian Christman

Client Service Associate

610-367-7757

610-369-1796

Cheryl Dietz

Cheryl Dietz

Tax Associate

610-367-7757

610-369-1796

Diana C. Dugan

Diana C. Dugan, E.A.

Branch Manager

610-367-7757

610-369-1796

Dennis Stephen®

Dennis Stephen, CFP®

In Memory of

Karen Walla

Karen Walla, E.A

Client Service Associate

Guidance For Each Life Stage

Explore how we support individuals, families, business owners, educators, retirees, and multigenerational families.

Who We Help

The Full Picture, Connected

See how we help organize your accounts, advisors, priorities, and decisions into a clearer path forward.

How We Guide

Start With A Conversation

Reach out to share your questions and learn whether our team is the right fit.

Contact Us Today