Bucks County, PA Wealth Management Team

Jim Foote has spent more than three decades working with corporate retirement plans and assisted with the transition of more than 1,200 retirement plans in his career. Jim sees his role as a problem solver. From figuring out how help to make plans more efficient to looking for ways to ease their administration to tailoring aspects of a plan to individual's needs, he understands all the moving parts and how to bring them together to benefit a company and its employees. 

Prior to joining C&N, he worked at Stonebridge Financial Group, focusing on the greater Philadelphia area.  He also held positions as Vice President - Sales & Marketing at RetireWell Administrators, Inc, and spent 27 years at One America, where he rose to Regional Sales Director - Retirment Service. He began his career as a Retirement Sales Consultant at the Copeland Companies.

Jim graduated from the University of Dayton with a bachelor's degree in business management and marketing.  He and his wife, Yvonne, have a son, Nolan and a daughter, Presley.  In his spare time, Jim coaches Presley's travel softball team.  Off the diamond, he enjoys traveling with his family and rooting for all of the Philadelphia's pro sports teams.  Jim and Yvonne have given financial support to a number of cancer charities as well as volunteering for their children's parent-teacher organization at school.

With 22 years of experience in financial services, Chris is committed to excellent service and improving client outcomes. He has worked with institutions large and small - including PNC Bank and Tompkins Financial - but has now settled into community banking.

Having served as both a Wealth Advisor & Institutional Investment Consultant, Chris has always valued the service-driven nature of his work. He looks forward to supporting C&N 401(k) plan sponsors and participants as they work toward a brighter future.

Outside of work, Chris lives in Dresher, PA, where he enjoys spending time with his wife, four sons, grandson, and two Bernedoodles.

Craig Morgenstern is a Senior Investment Officer and member of C&N's Investment Strategy Team. Joining C&N in 2023, he brings over 15 years of experience in investment strategy, portfolio management and financial planning. Craig has advised complex family groups and institutions on investment policy, portfolio construction, and tax-efficient implementation. He believes a key differentiator of C&N's Wealth Management offering rests in its "advisors' abilities to advocate for their clients' best interests, providing independent, objective and conflict-free financial advice and wealth management solutions." 

Craig holds a Chartered Financial Analyst (CFA®) designation, is a member of the CFA Institute, and has obtained the Certified Financial Planner (CFP®) designation. He earned bachelor's degrees in finance and accounting from the University of Maryland. 
 
Craig resides in Newtown, PA and maintains a deep philanthropic commitment to the community, serving on The College of New Jersey Foundation as Treasurer and Finance Committee Chair. He previously served as a member of the Board of Directors of Greenwood House, a local senior living facility and on the Michener Art Museum Corporate Business Partner Advisory Board. 

Bill Van Sant joined C&N in May 2026 as Executive Vice President and Chief Wealth Officer. Prior to joining C&N, Bill spent more than 20 years with Girard, the wealth management division of Univest Bank & Trust Co. During his tenure, he served as a Managing Director of Wealth Management and as a member of the company’s Senior Leadership Team. Bill also served as Executive Director of the Univest Foundation, helping bring charitable organizations and donors together through the promotion of philanthropy.

Bill earned a Bachelor of Arts degree in Economics and Business Administration from Ursinus College in 2001. He is a Certified Financial Planner™ professional (CFP®), an Accredited Investment Fiduciary® (AIF®), and a Certified Exit Planning Advisor (CEPA®). He also maintains FINRA Series 7, 24, 51, and 63 licenses.
Bill is passionate about helping clients achieve their financial goals and being there for them during the moments that matter most. He is equally committed to building high-performing teams united by a shared vision of delivering exceptional client experiences and helping one another grow.

Outside of work, Bill is actively involved in the community and currently serves as President of Deep Run Valley Sports Association, a nonprofit organization dedicated to providing youth sports programs and opportunities.
Bill resides in Hilltown, Pennsylvania, with his wife, Amy, and their two children, William and Thomas. As a committed leader and community advocate, Bill looks forward to strengthening C&N’s wealth management business, enhancing the experience of its clients, and making a meaningful impact throughout the communities C&N serves.