Associates
-
Robert DiNicola MBA, RICP®
Founding Partner
Easton, PA -
Robert McFarland, CFP®
Senior Partner
Bethlehem, PA -
Gerald J. Miletics, Jr.
Managing Partner
Bethlehem, PA -
Kevin Brettell, CFP®
Senior Partner
Bethlehem, PA -
Brian Fitzharris
Senior Partner
Bethlehem , PA -
James Szczepaniak, MBA, CFP®, ChFC
Financial Consultant
Bethlehem, PA -
Jesse Thomas
Retirement Planning Specialist
West Reading, PA -
Andrew Polony
Financial Consultant
Bethlehem, PA -
Alexander Price
Financial Consultant
Bethlehem, PA -
Jonathan Gumpper
Financial Consultant
West Reading, PA -
Gavin Carey
Financial Consultant
Bethlehem, PA -
Colleen Krcelich CPA, CFP®
CPA
Bethlehem, PA -
Katelyn Wehr
Financial Consultant
West Reading, PA -
Jeffery DePalma
Financial Consultant
Bethlehem, PA -
James Frank JD, LLM
Director of Financial and Wealth Transfer Planning
Bala Cynwyd, PA -
Jami Ellis
Client Liaison
Bethlehem, PA -
Sherron Quinn
Client Liaison
Bethlehem, PA -
Katie Rosati
Executive Assistant
Bethlehem, PA -
Lynn Campbell
Client Liaison
Bethlehem, PA -
Justine Frantz
Client Liaison
West Reading, PA -
Kathleen Gallagher
Client Liaison
Bethlehem, PA -
Cherie Readinger
Executive Assistant
West Reading, PA -
Ramona DiNicola
Executive Assistant
Easton, PA
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