About Us
Focused on What Matters and the Bigger Picture
Viable is an independent planning practice that supports individuals and families navigating important financial choices that affect more than one part of their lives.
The team works with people whose situations involve multiple competing priorities, long-term consequences, and shared responsibility. Viable was created for those who value thoughtful conversation, thorough analysis, clear reasoning, and a steady approach when choices extend beyond a single outcome.
Viable was founded by advisors who spent decades in traditional financial services and saw a recurring problem. Clients were often well served in isolated decisions, but lacked a coordinated way to think through choices as life, business, and responsibilities evolved.
Viable exists to address that gap through a planning relationship centered on context, consistency, and careful thinking.
The Team
A small, but incredibly experienced team supports Viable’s client work. Team members bring different backgrounds and perspectives, but share a common approach centered on careful listening, disciplined thinking, and a responsibility-first mindset.
Mary Focht
Mary works closely with clients to turn complex financial information into clear, actionable plans. She focuses on understanding each client’s priorities and helping them move forward with confidence and structure.
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Before joining Viable, Mary served as a financial planner and quality control lead at Goldman Sachs Ayco, where she worked with individuals and families across a wide range of planning needs. Her background supports a thoughtful, detail-oriented approach to client work.
Mary holds a bachelor’s degree in finance and an MBA. She lives in the Philadelphia suburbs with her husband, two children, and their dog. Outside of work, she enjoys cooking, hiking, reading, and teaching at her church.
Gregg Gottlieb
Gregg works with clients who are navigating complex financial choices that affect more than one part of their lives. His approach centers on understanding what a decision is meant to support, how it impacts other decisions, and helping clients evaluate options with clarity and intention.
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With decades of experience in the financial services industry, Gregg has seen how easily planning can become reactive or fragmented. His work focuses on helping clients slow down, think through implications, and move forward with confidence rather than urgency.
Gregg has been in the financial services industry since 1989. He earned his CFP® certification after completing the Financial Planning Program at Fairleigh Dickinson University and graduating from Muhlenberg College.
Outside of work, Gregg enjoys golf, live music, following New York sports teams, and spending time with his wife, their children, and family.
Taylor Kishfy
Taylor supports clients as they work through complex personal and business situations that require both clear thinking and practical follow-through. He values collaborative planning and transparent communication throughout the process.
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With nearly a decade of experience, Taylor helps clients focus on what matters most while navigating competing priorities and evolving circumstances. His work emphasizes clarity, consistency, and decisions grounded in client values.
Taylor holds CFP and AIF designations and enjoys staying active and spending time with family and friends.
Donna Pryer
Donna keeps the client experience running smoothly. From opening accounts to answering questions and managing details, she helps ensure clients feel supported and informed.
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Donna’s background in healthcare practice management shaped her focus on thoughtful service and clear communication. She lives in New Jersey and enjoys reading, pickleball, running, and time with family and friends.
Paul Savini
Paul brings a global perspective to planning shaped by many years in institutional fixed income markets across the United States, Europe, and Asia. His background allows him to help clients navigate complex financial environments with a steady and informed approach.
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Paul is known for combining technical insight with thoughtful conversation. He helps clients consider trade-offs, long-term implications, and alignment across priorities before moving forward.
In 2018, Paul began working with clients as part of the practice that would become Viable, initially helping friends, former colleagues, and members of his extended family. Prior to that, he spent 18 years in institutional fixed income markets at firms including UBS and Goldman Sachs, with experience across New York, London, Singapore, and Hong Kong.
Paul earned a Bachelor of Science in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania and obtained his CFP® certification in 2019. Outside of work, he enjoys skiing, surfing, golf, listening to music, and reading, often with family nearby.
Tricia Wojdon
Tricia brings more than 25 years of experience in the annuity and life insurance industry. She holds a degree in Finance, is licensed in six states, and manages her own book of business while collaborating with a network of agents across the country.
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She helps keep each case organized and moving smoothly from application through policy placement. Outside of work, Tricia has been the lead singer of the Philadelphia-based band The Heartbeats for over 20 years. She enjoys summers at the Jersey Shore with her husband, daughter, and their dog, Jake.
How We Work
The work at Viable is intentionally relationship-based. Clients work directly with their advisors, and conversations build on what has already been considered rather than starting from scratch.
As circumstances change, planning is revisited so decisions remain aligned instead of reacting to short-term events.
Begin the Conversation
Working with Viable begins with a conversation to determine whether the firm’s approach is a good fit for what you are navigating.