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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Robert DiNicola

Robert DiNicola MBA, RICP®

Founding Partner

(610) 330-0305

Robert McFarland

Robert McFarland, CFP®

Senior Partner

(610) 606-0553

Gerald Miletics

Gerald J. Miletics, Jr.

Managing Partner

(610) 606-0535

Kevin Brettell

Kevin Brettell, CFP®

Senior Partner

(610) 606-0543

Brian Fitzharris

Brian Fitzharris

Senior Partner

(610) 606-0542

James Szczepaniak

James Szczepaniak, MBA, CFP®, ChFC

Financial Consultant

(610) 606-0538

Jesse Thomas

Jesse Thomas

Retirement Planning Specialist

(610) 780-4131

Andrew Polony

Andrew Polony

Financial Consultant

(610) 606-0578

Alexander Price

Alexander Price

Financial Consultant

(610) 606-0540

Jonathan Gumpper

Jonathan Gumpper

Financial Consultant

(610) 223-3673

Gavin Carey

Gavin Carey

Financial Consultant

(484) 403-1425

Colleen Krcelich

Colleen Krcelich CPA, CFP®

CPA

(610) 248-1744

Katelyn Wehr

Katelyn Wehr

RBG Coordinator

(610) 441-3332

James Frank

James Frank JD, LLM

Director of Financial and Wealth Transfer Planning

(610) 660-4378

Kate King

Kate King

Director

(610) 606-0530

Lynn Campbell

Lynn Campbell

Team Leader

(610) 606-0525

Justine Frantz

Justine Frantz

Director of Financial Planning

(484) 403-1426

Sherron Quinn

Sherron Quinn

Client Implementation Team

(610) 606-0569

Katie Rosati

Katie Rosati

Client Service Team Lead

(484) 4031427

Janine Sicher

Janine Sicher

Client Implementation Team

(610) 419-0081

Jami Ellis Kamonka

Jami Ellis Kamonka

Client Service Team

(610) 606-0567

Kathleen Gallagher

Kathleen Gallagher

Client Liaison

(484) 403-1424

Cherie Readinger

Cherie Readinger

Executive Assistant

(610) 780-4131

Ramona DiNicola

Ramona DiNicola

Executive Assistant

(610) 330-0305

Karen Shanton

Karen Shanton

Executive Assistant

(484) 898 8528

Anson Dewar

Anson Dewar

Financial Advisor

610-660-4306

610-660-4306

Ashley Lukow

Ashley Lukow

Executive Assistant

610-849-2043

Douglas Fisher

Douglas Fisher

Financial Consultant

610-660-4044

Kayla Galloway

Kayla Galloway

Practice Manager

610-660-4470

Logan Marsh

Logan Marsh

Financial Consultant

6106604068

Noah Breidinger

Noah Breidinger

Financial Professional

484-403-1432

Vincent Martina

Vincent Martina

Financial Advisor

610-660-4148