Associates

 
  • Robert DiNicola, MBA

    Robert DiNicola, MBA

    Founding Partner

    Easton,PA
  • Robert McFarland, CFP®

    Robert McFarland, CFP®

    Senior Partner

    Bethlehem,PA
  • Gerald J. Miletics, Jr.

    Gerald J. Miletics, Jr.

    Senior Partner

    Bethlehem,PA
  • Kevin Brettell, CFP®

    Kevin Brettell, CFP®

    Senior Partner

    Bethlehem,PA
  • Brian Fitzharris

    Brian Fitzharris

    Senior Partner

    Bethlehem ,PA
  • James Szczepaniak, MBA, CFP®, ChFC

    James Szczepaniak, MBA, CFP®, ChFC

    Financial Consultant

    Bethlehem,PA
  • Jesse Thomas

    Jesse Thomas

    Retirement Planning Specialist

    West Reading,PA
  • Andrew Polony

    Andrew Polony

    Financial Consultant

    Bethlehem,PA
  • Alexander Price

    Alexander Price

    Financial Consultant

    Bethlehem,PA
  • Jonathan Gumpper

    Jonathan Gumpper

    Financial Consultant

    West Reading,PA
  • Gavin Carey

    Gavin Carey

    Financial Consultant

    Bethlehem,PA
  • Kate King

    Kate King

    Director of Operations

    Bethlehem,PA
  • Jami Ellis

    Jami Ellis

    Client Liaison

    Bethlehem,PA
  • Sherron Quinn

    Sherron Quinn

    Client Liaison

    Bethlehem,PA
  • Lynn Campbell

    Lynn Campbell

    Client Liaison

    Bethlehem,PA
  • Justine Frantz

    Justine Frantz

    Client Liaison

    West Reading,PA
  • Tamara House

    Tamara House

    Client Coordinator

    Bethlehem,PA
  • Ramona DiNicola

    Ramona DiNicola

    Client Liaison

    Easton,PA