Money Management Advisory
Edgar D. Mock, III (Dave)
Dave Mock has been president of Money Management Advisory, Inc. since 1992. Dave is a graduate of the University of Alabama. He became known in the securities industry for his excellence in investment strategy for his clients. He lectures extensively on the subjects of financial management and estate planning throughout the Philadelphia and Eastern Pennsylvania area. He is a leading advocate of the use of defensive investing using mutual funds and variable annuities. He is a past president of the Feasterville Rotary, an author, a radio host, and an honored member of the National Directory of Who’s Who in Executives and Professionals. Dave is also an Eagle Scout.

George Klander
George Klander is Vice-President, Registered Principal, and manager of Money Management Advisory, Inc.’s Annapolis (Millersville), Maryland, and Princeton, West Virginia offices. A graduate of Western Maryland College, he was formerly associated with Paine Webber in Akron, Ohio, where he became a leading advocate of the use of defensive investing using mutual funds, variable annuities and convertible securities. Over the past twenty years, George has lectured on estate planning and financial investment strategies at various colleges in the East and Midwest.

Jeff Dillman
Jeff Dillman is Vice-President, Chief Compliance Officer, and a Registered Principal for Money Management Advisory, Inc., as well as Director of Marketing for the Feasterville, PA office. For many years, Jeff has been assisting Dave Mock with the operation of this office. Jeff uses his extensive computer knowledge to assist Dave with retirement planning strategies and his experience as an equity technician in assisting with the Asset Management Program that MMA runs as a Registered Investment Advisor. In addition to this role, Jeff also implements retirement planning, asset accumulation and diversification strategies for MMA clients and his own clientele. Prior to joining MMA, Jeff was employed with Rohrer Asset Management and Towers Perrin, where he worked on the trading floor for a mutual fund and administered large 401(k) and pension plans. Jeff also has experience working on the options floor of the Philadelphia Stock Exchange.

Heather MacDougall
Heather MacDougall, a Bucks County Native, graduated from Bensalem High School and Bucks County Community College with a degree in Business Administration. She has also completed additional educational courses to advance her career. Heather is a Field Underwriter licensed with numerous insurance companies, and she handles life insurance for our firm. Her interests include traveling and networking. She has two children and resides in Holland, Pennsylvania.

Pennsylvania Office:
  • Alice Greiss – Bookkeeper
  • Kathy Lanhan – Administrator
West Virginia Office:
  • Robert Klander – Administrative Assistant