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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Kevin Dillon

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor

Evan Salter

Financial Planner

Cherry Hill, Radnor

John Paul Bradley, CFP®

Financial Planner

Rachel Roach

Financial Planner

Brad Cwienk

Client Service Specialist

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Christina Crawford

Client Service Specialist

Chris Sheldon

Christina Sheldon

Client Service Specialist

Jen Montero, FPQP™

Sr. Client Service Specialist

Lauren Schellhammer

Client Service Specialist

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

Rasheed Jarmon

Client Service Specialist

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