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Our Team

John Simone

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

CEO, Managing Partner, & Financial Advisor

Martin Minder

Martin W. Minder, CFP®, ChFC®, CLU®

Managing Partner, Chief Operations Officer, Financial Advisor

Neil Gordon

Neil Gordon AIF®, CAP®, ChFC®, CRPS®

Managing Partner & Financial Advisor

Jennifer Furey

Jennifer Furey

Managing Director/Head of Operations

(267) 293-6327

Kevin Ralph

Kevin Ralph, CFP®

Managing Partner & Financial Advisor

Matthew Crescenzo

Matthew Crescenzo, AIF®, CPFA®

Managing Partner & Financial Advisor

Christopher Schank

Christopher Schank, CFP®, ChFC®, CLU®

Managing Partner & Financial Advisor

Adam Soloff

Adam Soloff, CFP®, EA

Director of Financial Planning & Investments

Josh Rothbard

Josh Rothbard, AIF®, CDFA ®

Senior Vice President

Alison Pettine Wyshock

Alison Pettine Wyshock, ChFC®, CLF®

Financial Advisor

Jason Forsythe

Jason Forsythe, CLU®, AIF®

Financial Advisor

Travis Boyer, MBA

Travis K. Boyer, MBA, AIF®

Financial Advisor

Maria C. Cacia

Maria C. Cacia

Financial Advisor

Nathan Borrmann

Nathan Borrmann, MBA

Financial Advisor

Sean Wilson

Sean Wilson

Client Service Associate

215-370-2607 (voice only)

Brett Feldman

Brett Feldman

Financial Advisor

Steven Bachmann

Steven Bachmann

Financial Advisor

862-683-6777 (voice only)

Lauren Black

Lauren Black

Marketing Director

Tatiana DiSilvestro

Tatiana DiSilvestro

Client Service Associate

267-282-1918 (voice only)

Denise Yagoda

Denise Yagoda

Senior Client Service Associate & Operations Specialist

Heather Soloff

Heather Soloff

Client Success Coordinator

Graham Gibbs

Graham Gibbs CPFA®, CRPS®

Retirement Plan Operations Associate

Isabelle David

Isabelle David

Client Service & Marketing Coordinator

215-948-5715

Antoinette Jackson

Antoinette Jackson

Client Service Associate

Sara Hagstotz

Sara Hagstotz

Client Service Associate

Susan Botes

Client Service Associate

6103405621 (voice only)