Who is the Main Line BrainTrust

Who we are: below is a listing of our members and a short summary of their capabilities.

Roy J. Innella
Financial Advisor

I help people achieve financial security. Financial security means different things to different people to some it may mean saving for retirement or a childs education or building wealth through investments and protecting their wealth with the proper risk mitigation strategies, all without affecting their lifestyle.

With over 30 years in business I offer written financial strategies to individuals and business owners who want a solid plan to further and protect their financial security. I draw upon my years of experience as a business owner and entrepreneur and apply my knowledge and experiences to developing a strategy for my clients.

website: Roy Innella

Joseph Davison Esq.
Extremely competent legal business counselor who focuses on pragmatic solutions to you or your client's concerns

Broad legal background with over 28 years of experience in corporate, litigation and administrative law. Lead transactional counsel on behalf of diversified international corporate group in acquisition of tiered integrated subsidiaries, which involved substantial real estate and environmental issues. Extensive trial litigation experience in areas of professional liability defense, contractual disputes, and antitrust. Appellate representation on behalf of private and governmental entities before state and federal agencies and courts, including the U.S. Supreme Court. Founding and managing partner of prestigious Philadelphia based law firms. CEO and president of start-up private business enterprise.

website: http://www.jrdavison-law.com/


Josh Isler
Property and Casualty Broker

Licensed in Property & Casualty and Group Health Insurance
· Focus mainly on Business Insurance, but also handle Health and personal insurance.
· Located in Malvern, I am an independent broker meaning I represent several different companies, Selective, The Hartford, Travelers, Liberty Mutual, Harleysville, etc…

website: http://www.shevland.com/



David Luce
Point of Sale Printer

Seasoned Sales Executive with nearly 20 years experience in B2B business development, with a focus on outsourced IT training and consulting services. Excellent network with Human Resources and Information Technology contacts at Fortune 500 companies with headquarters or offices in the Delaware Valley region. Strong consultative sales skills with a demonstrated aptitude for customizing offerings for new customers, identifying new distribution opportunities as a reseller, and cross-selling related products to existing customers. Exceptional ability to penetrate new market segments, grow existing market share, and sustain high renewal rates. Professional affiliations include; IT trade groups, career services and training organizations. Key areas of expertise include: Solution Based Selling Relationship Building Business Development
Account Management

website: http://www.mmdisplays.com/


Ron Bridge
Travel Agency

We have been in business 20 years this year. We are a full service Travel Agency, with high degree of personalized services, located in the Paoli Shopping Center between Baxter’s Restaurant and the Hardware Center. We have a highly traveled staff of 8 people with such specialties as Italy, France, Ireland, Scotland, Hawaii, Alaska, Caribbean, Australia, New Zealand, French Polynesia, U.S. Destinations, and others. We also specialize in Golf, Spa, Ski, Hiking, Biking and other adventure travel.

Our mix is 40% Leisure/Vacation Travel, 45% Corporate Travel and 15% Groups. We sell Cruises, Vacation Packages, Custom Tailored Itineraries, Escorted Tours, Group Trips, etc. – worldwide.

On the Corporate side, we provide business travel services - from the one man company up to companies with 300 travelers. We organize meetings, conferences and incentive trips for corporations.

We have done groups on Cruises, to Resorts, etc. We have escorted company recognition and/or incentive events for All State Insurance, Century 21, Vertex, Inc, etc.

We are affiliated with Carlson Wagonlit Travel, a $26 Billion Travel & Hospitality company with offices in all major countries of the world. We rely on the Global Company of Carlson for Preferred Supplier relationships for Air, Hotel, Car, and more.

website: http://www.carlsontravel.com/paoli


Susan Shute
Mortgage Banker/ Bank of America
I have been in the residential mortgage business for 25 years working with clients to purchase and refinance their primary homes, vacation homes and residential investment real estate. Bryn Mawr Trust has been financing real estate transactions for over 100 years.
Our lending area is primarily the Main Line (Philadelphia, Montgomery, Chester and Delaware counties) but we do lend around the country for our clients purchasing second homes. Our services include:

Fast pre-approvals and commitments.

Long term rate locks for new construction.

Fixed rate and adjustable rate mortgage options.

Swing/Bridge loans

Home Equity Loans and Lines of credit

Construction-to-permanent financing for custom homes All credit decisions made locally We are a mortgage banker and fund our own loans. While my speciality is in residential loans, Bryn Mawr Trust has a well-known commercial lending group as well.