Associates
-
Robert DiNicola, MBA
Founding Partner
Easton, PA -
Robert McFarland, CFP®
Senior Partner
Bethlehem, PA -
Gerald J. Miletics, Jr.
Senior 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
Bethlehem, PA -
Kate King
Director of Operations
Bethlehem, PA -
Jami Ellis
Client Liaison
Bethlehem, PA -
Sherron Quinn
Client Liaison
Bethlehem, PA -
Lynn Campbell
Client Liaison
Bethlehem, PA -
Justine Frantz
Client Liaison
West Reading, PA -
Tamara House
Client Coordinator
Bethlehem, PA -
Ramona DiNicola
Client Liaison
Easton, PA
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