Souderton, Pennsylvania

Souderton, Pennsylvania office front at night with lights at every window and lit logo | Everence Financial, faith-based financial services

17 Penn Ave
Souderton, PA 18964-1843

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Click here for details on our office in Philadelphia.

Everence Financial

Hours
Appointment Hours:
Mon.-Thur. 8 a.m. - 5 p.m.
Fri. 8 a.m. - 4:30 p.m.
Sat.-Sun. closed

Phone: (215) 703-0111
Toll-free: (877) 420-9789
Fax: (215) 703-0113

Meet the Everence team

Dave Warren

Dave Warren, CPGA, AIF®

Vice President, Atlantic Region

Contact:

P: (574) 533-9511
T: (800) 348-7468
F: (574) 537-6649

Location(s):
Sarasota, FL
Souderton, PA
Philadelphia, PA

Randy Nyce, Stewardship Consultant

Randy Nyce, CAP®

Managing Director

Contact:

P: (215) 703-0111
F: (215) 703-0113

Location(s):
Souderton, PA

Kevin Gil, Financial Wellness Manager

Kevin Gil, CCUFC®

Financial Consultant

Contact:

P: (215) 703-0111
T: (800) 662-4208

Location(s):
Souderton, PA
Philadelphia, PA

Habla Español

Jeff Godshall, Financial Planner

Jeffrey Godshall, CFP®, CTFA

Financial Planner

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Souderton, PA

Josh Gummo, Financial Consultant

Josh Gummo, CFP®, CKA®

Financial Planner

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Souderton, PA

Leah Ludwig, Medicare Supplement Consultant

Leah Ludwig, Certified Senior Advisor®

Financial Consultant

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Souderton, PA

Josh Meyer headshot

Joshua Meyer

Financial Consultant

Contact:

P: (215) 703-0111
T: (877) 420-9789

Location(s):
Souderton, PA

Franco Salvatori headshot

Franco Salvatori

Stewardship Consultant

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Sarasota, FL
Souderton, PA
Philadelphia, PA

Steve Schwendy, Financial Consultant

Steve Schwendy, CFP®

Financial Planner

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Souderton, PA

Cassandra Zetts, Medicare Supplement Consultant

Cassandra M Zetts, Certified Senior Advisor®

Financial Consultant

Contact:

P: (215) 703-0111
T: (877) 420-9789

Location(s):
Souderton, PA

Events

Three friends talking

Employee Benefits Webinar Series - Mid-career

Managing growing responsibilities

Event details Sign up

Event date:

Multi-generational family walking through a field

Free Medicare and Social Security educational workshop

Souderton Mennonite Church
105 W. Chestnut Street
Souderton, PA 18964

Gain clarity and confidence as you take steps on your retirement path

Event details Sign up

Event date:

Group sits in a circle talking and laughing
Church and finance

Preaching on stewardship

Stewardship ministry webinar

Event details Sign up

Event date:

Three friends talking

Employee Benefits Webinar Series- Late career

Preparing for a confident transition

Event details Sign up

Event date:

A group of multi-racial middle-aged people walk outside in golden hour light.
Preparing for retirement

Navigating Medicare Part D

Register for this free webinar.

Event details Sign up

Event date:

Middle-aged couple working with their financial planner and shaking hands.
Family finances

Financial Planning: Made Clear

How to build a financial plan that reflects your goals, values and life

Event details Sign up

Event date:

Medicare age couple looking at documents on their kitchen table
Church and finance

When generosity gets complicated

Everence stewardship ministry webinar

Event details Sign up

Event date:

Man sitting by a desk with a laptop and a phone with a fraud alert.
Family finances

Fraud Prevention: Made Clear

How to recognize, avoid, and recover from today's most common scams

Event details Sign up

Event date:

Couple laughs and plays together in the snow.
Preparing for retirement

Medicare with you in mind

Webinar

Take four easy steps to Medicare

Event details Sign up

Event date:

Man holding money jar with DONATE word written text label for giving and donation.
Family finances

Charitable Tools: Made Clear

Hilarious generosity in a miserly world

Event details Sign up

Event date:

Insights and inspiration

Resources

Stories and information to help you make the most of your financial future

Female hiking up a hill with her dog.
Financial services

Understanding “alphabet soup” for better giving

By Randy Nyce

Everence can help you make a world of difference through charitable planning.

Read article

Published:

Everence members donate to MCC hygiene kit program

Heart and hands at work to assist volunteer effort that aids distressed communities

Read article

Souderton team honors Arlin Lapp with Journey Award

An appreciation of his many years of stewardship and modeling it for others

Read article

News

Additional updates from Everence

Everence President Ken Hochstetler poses in office.

Ken Hochstetler announces plans to retire in spring 2027

By Steve Lindsey

A thoughtful leadership transition developed in partnership with the Everence Board of Directors

Read article

Published:

Abstract financial graphs

Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
Image of the Everence Everyday Reward cash back credit card.

Everence Federal Credit Union launches Everyday Rewards Credit Card

By Kristen Heisey

New rewards card offers simple cash back on groceries, gas, electric vehicle charging and other eligible purchases

Read article

Published:

Everence employee interviewing executive leadership at Redemption Housing.

Redemption Housing at ten years: A community building a movement

By Abby King

Redemption Housing, a West Philadelphia organization providing transitional housing and faith-based support those returning from incarceration, helping them rebuild their lives through community, stability, and structured programs. Brotherhood, dignity, and genuine support create lasting transformation.

Read article

Published:

White family of four look at an ipad over a table with a professional woman.

Transforming everyday giving

By Everence staff

Financial planning helped one family make a difference in their world today

Read article

Published:

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.