Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Northeast: Greater Philadelphia

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John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

Brad Cwienk

Client Service Specialist

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Christina Crawford - Client Service Specialist

Christina Crawford

Client Service Specialist

Chris Sheldon

Christina Sheldon

Client Service Specialist

Jen Montero, FPQP™

Sr. Client Service Specialist

Lauren Schellhammer

Manager, Client Service

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

Rasheed Jarmon

Relationship Manager

Lanie Nosbisch

Financial Planner

Mike Martino

Financial Planner

Rachel Roach, CFP®

Manager, Financial Planner

Sharon Dahis

Financial Planner

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Drew Ellis

Director, Institutional Partnerships

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