Associates

 
  • David Jacowitz, CLU, ChFC

    Managing Partner

  • Michele Mansi

    Director of Operations

  • Robert Boswell

    Financial Advisor

  • Michael A Colkitt

    Managing Director, RICP

  • Charles V. Creighton, CLU, ChFC

    Financial Advisor

  • Alan J. Fishman, CLU, CFP®

    Financial Advisor, Yorktown Financial Group & Evolution Financial Group

  • Anthony M. Gambone

    Financial Professional

  • Steve Gephart

    Financial Advisor

  • Sherwood T. Goldman

    Financial Advisor

  • Eric Heishman

    Managing Director

  • Jillana Lawson

    Receptionist

  • Matthew Lempa, CLU, ChFC

    Financial Advisor

  • Sarah Maliani

    Financial Representative

  • Bryan Marvin

    Financial Advisor

  • Anne Marie Nance

    New Business & Policyholder Service

  • John Nicholson

    Financial Professional

  • Andrew O'Brien

    Financial Professional

  • Neal O. Regino

    Managing Director & Financial Advisor, Greater Philadelphia

  • Michael P. Shevlin, Sr.

    Financial Professional

  • Samuel Stafford, CLU, ChFC

    Financial Advisor