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...

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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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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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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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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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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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