Broker Check

Our Support Team

JANE LEONARD

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...
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JOE LOSTRACCO

Summer Intern

Joe LoStracco was accepted into our summer internship program for 2017. By accepting our internship offer this past May, Joe has signed up for an intensive 12 week program. He will shadow each member of our staff this summer. In...
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STEVE MATEO

Client Service Specialist

Steve joined our team in December 2013. Prior to joining our firm, Steve had 9 years of client service experience with SEI Investments and Bank of New York. Steve works one-on-one with our advisors to ensure that all appointment...

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KRISTIN REESER

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...
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LEAH SELVOSKI

Office Manager

Leah joined our team in August 2015. She has over 20 years of office management and customer service experience. Prior to joining our firm, she held several positions in office operations as well as leadership roles in customer service...
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KELLY SUTTER

Client Experience Manager

Kelly joined our team in August, 2015. She brings almost twenty years of client service experience. Prior to joining our firm Kelly held a leadership position with a customer service center and also worked with a team of financial...

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STEPHEN WHALEN

Wealth and Investment Manager

Stephen joined our team in May 2017. He has 23 years of experience working with high net worth and institutional investors. He most recently held employment with The Vanguard Group for over eight years. As Wealth and Investment Manager...
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RENEE WOJCIK

Financial Operations and Insurance Manager

Reneé joined our team in September 2012. She brings over 20 years of financial experience to our firm. Prior to joining our team, she held several leadership positions at Vanguard, ING and Philadelphia Financial. Reneé...
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