Associates

 
  • David Jacowitz, CLU, ChFC

    David Jacowitz, CLU, ChFC

    President

  • Michele Mansi

    Michele Mansi

    Director of Operations

  • Michael A Colkitt, RICP

    Michael A Colkitt, RICP

    Partner & Financial Advisor

  • Neal O. Regino

    Neal O. Regino

    Partner & Financial Advisor, Greater Philadelphia

  • Stephen Smith

    Stephen Smith

    Partner & Financial Advisor

  • Dan Flamma

    Dan Flamma

    Brokerage Director & Financial Advisor

  • Robert Boswell

    Robert Boswell

    Financial Advisor

  • Matthew Lempa, CLU, ChFC

    Matthew Lempa, CLU, ChFC

    Financial Advisor

  • Charles V. Creighton, CLU, ChFC

    Charles V. Creighton, CLU, ChFC

    Financial Advisor

  • Alan J. Fishman, CLU, CFP®

    Alan J. Fishman, CLU, CFP®

    Financial Advisor, Yorktown Financial Group & Evolution Financial Group

  • Anthony M. Gambone

    Anthony M. Gambone

    Financial Advisor

  • Steve Gephart

    Steve Gephart

    Financial Advisor

  • Sherwood T. Goldman

    Sherwood T. Goldman

    Financial Representative

  • Eric Heishman

    Eric Heishman

    Financial Representative

  • Jillana Lawson

    Jillana Lawson

    Policyholder Service & Receptionist

  • Sarah Maliani

    Sarah Maliani

    Financial Representative

  • Bryan Marvin

    Bryan Marvin

    Financial Advisor

  • Anne Marie Nance

    Anne Marie Nance

    New Business & Policyholder Service

  • Andrew O'Brien

    Andrew O'Brien

    Financial Professional

  • Jacob Smith

    Jacob Smith

    Financial Representative

  • Samuel Stafford, CLU, ChFC

    Samuel Stafford, CLU, ChFC

    Financial Advisor

  • Robert Weyman

    Robert Weyman

    Recruiting Director