John E. Simone, AIF^®, CRPC^®, CRPS^®, CPFA^®

CEO, Managing Partner, Financial Advisor

john.simone@securepg.net

Martin W. Minder, CFP^®, ChFC^®, CLU^®

Managing Partner, Chief Operations Officer, Financial Advisor

martin.minder@securepg.net

Neil Gordon AIF®, CAP^®, ChFC^®, CRPS^®

Managing Partner & Financial Advisor

neil.gordon@securepg.net

Jennifer Furey

Managing Director/Head of Operations

(267) 293-6327

jennifer.furey@securepg.net

Kevin Ralph, CFP^®

Managing Partner & Financial Advisor

kevin.ralph@securepg.net

Matthew Crescenzo, AIF^®, CPFA^®

Managing Partner & Financial Advisor

matthew.crescenzo@securepg.net

Christopher Schank, CFP^®, ChFC^®, CLU^®

Managing Partner & Financial Advisor

christopher.schank@securepg.net

Adam Soloff, CFP^®, EA

Director of Financial Planning & Investments

Adam.Soloff@Securepg.net

Josh Rothbard, AIF^®, CDFA ^®

Senior Vice President

josh.rothbard@securepg.net

Alison Pettine Wyshock, ChFC^®, CLF^®

Financial Advisor

alison.wyshock@securepg.net

Jason Forsythe, CLU^®, AIF^®

Financial Advisor

jason.forsythe@securepg.net

Travis K. Boyer, MBA, AIF^®

Wealth Management Advisor

Maria C. Cacia

Financial Advisor

maria.cacia@securepg.net

Nathan Borrmann, MBA

Financial Advisor

nathan.borrmann@securepg.net

Sean Wilson

Client Service Associate

(215) 370-2607 (voice only)

sean.wilson@securepg.net

Brett Feldman

Financial Advisor

brett.feldman@securepg.net

Steven Bachmann

Financial Advisor

(862) 683-6777 (voice only)

steven.bachmann@securepg.net

Lauren Black

Marketing Director

lauren.black@securepg.net

Tatiana DiSilvestro

Client Service Associate

(267) 282-1918 (voice only)

tatiana.disilvestro@securepg.net

Denise Yagoda

Senior Client Service Associate & Operations Specialist

denise.yagoda@securepg.net

Heather Soloff

Client Success Coordinator

Heather.Soloff@securepg.net

Graham Gibbs CPFA^®, CRPS^®

Retirement Plan Operations Associate

graham.gibbs@securepg.net

Isabelle David

Client Service & Marketing Coordinator

(215) 948-5715 (voice only)

isabelle.david@securepg.net

Antoinette Jackson

Client Service Associate

antoinette.jackson@securepg.net

Sara Hagstotz

Client Service Associate

sara.hagstotz@securepg.net

Susan Botes

Client Service Associate

(610) 340-5621 (voice only)

susan.botes@securepg.net