Broker Check

Our Support Team


Financial Representative

Jane joined our team in March 2017. Prior to joining our firm, Jane had 28 years of financial services experience, her longest tenures with Vanguard and Securet Trust. Jane joins the team as a Financial Representative and she will be...

Read more


Client Service Representative

Joe LoStracco joined our team in June 2018. Before graduating from college, he completed our intensive summer internship program in 2017. He has a degree in Applied Economics with a concentration in accounting and finance from Ursinus...

Read more


Digital Media Coordinator

Kristin joined our team in September 2006. She is a graduate of Kutztown University. Prior to joining the firm, she had 3 years of sales and marketing experience. Kristin has played an important role in the growth of our firm and our...
Read more


Operations Manager

Kelly joined our team in 2015. She is currently enrolled at the University of Phoenix and working towards her B.S. in Management with a Marketing Certificate. She has a certificate in IT support from Computer Learning Center...

Read more


Client Service Representative


[email protected]

Matt joined our team in August 2018. He is a graduate of Philadelphia University, Miami University and Lehigh University. Prior to joining the firm, Matt worked for 15 years in higher education administration as an educator and held...

Read more