Value, Delivered.
Our priority is helping you take care of yourself and your family. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Open and honest communication is the cornerstone for a financially successful long-term relationship.
Our clients tell us they feel our passion throughout our process and appreciate our ability to explain the complexities of the financial world as it pertains to their situation. Once they go through our process they feel valued and most importantly, understood.
Our value proposition is comprised of these four principles: advocacy, intellectual capital, customized planning methodology, and our client experience team. That's value, delivered.
Leadership
Financial Advisors
Barry Finn
Financial Services Representative, Special Care Planner
Support Staff
Operations Team
Specialized Support Team
Robert Hagenberg
General Agent
Fran Naselli
General Agent
Chris Furrule, LUTCF®
General Agent
John Swarts, CPA
Chief Operating Officer - PA
Robert Meara
Chief Operating Officer - NJ
Michael Taylor
Director of Compliance
Vincent Tagliaferri, CFP®
Investment Specialist
Nick Foreman, CFP
Financial Planning Analyst
John McCullough, CFP®, ChFC®, CLU®
Advanced Markets Consultant
George Kerschner, ChFC®, CLU®
Advanced Markets Consultant
Jeffrey Jenei, JD*
Advanced Markets Consultant
Joseph Naseli, Sr., AEP®, ChFC®, CLU®
Agency Director
Keith Kensey, LUTCF, CPFA®
Life Insurance Specialist
Matthew Siegel, CLU®, CHFC®
Life Insurance Specialist
Alessandra Nicolas
Head of Financial Wellness and Benefits
Christopher Kinzler
Financial Planner
Evan Cleary
Home and Auto Insurance Specialist