Our Support Team
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Wanda AbneyTechnology Coordinator- Email: wabney@financialguide.com
- Phone: (610) 766-3009
- Fax: (610) 644-1220
- Meet Wanda
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Robin BossertNew Business Coordinator- Email: rbossert@financialguide.com
- Phone: (610) 573-5666
- Fax: (610) 391-7216
- Meet Robin
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Robert Brady FLMI®, ACS®Compliance Director- Email: robertbrady@financialguide.com
- Phone: (610) 573-5671
- Fax: (610) 391-7216
- Meet Robert
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Linda CardoneSite Coordinator and New Business Coordinator
- Email: lcardone@financialguide.com
- Phone: (570) 963-2293
- Fax: (570) 961-5002
- Meet Linda
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Mygnona ClarkePractice Support Specialist- Email: mygnonaclarke@financialguide.com
- Phone: (610) 766-3000
- Meet Mygnona
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Andrew Cortese CFP®Para Planner- Email: acortese@financialguide.com
- Phone: (610) 766-3032
- Meet Andrew
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Shilo DaddonaHead of Operations- Email: sdaddona@financialguide.com
- Phone: (610) 573-5676
- Fax: (610) 391-7216
- Meet Shilo
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Lisa DececcoExecutive Assistant to Leadership- Email: ldececco@financialguide.com
- Phone: (610) 766-3310
- Meet Lisa
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Kyle FrechetteAccounting + Financial Analyst- Email: kfrechette@financialguide.com
- Phone: (610) 766-3080
- Meet Kyle
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Maria GallagherAdministrative Assistant- Email: mgallagher@financialguide.com
- Phone: (610) 766-3002
- Fax: (610) 644-1220
- Meet Maria
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Sarah HaltemanPractice Development & Reports Coordinator- Email: sarahhalteman@financialguide.com
- Phone: (610) 573-5691
- Meet Sarah
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Tricia HollerDirector of New Business + Office Manager- Email: tholler@financialguide.com
- Phone: (610) 766-3098
- Meet Tricia
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Tom Kilker MBAHead of Compliance- Email: tkilker@financialguide.com
- Phone: (610) 766-3053
- Fax: (610) 644-1220
- Meet Tom
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Rosejoy KleinmanCompliance Coordinator- Email: rkleinman@financialguide.com
- Phone: (610) 766-3019
- Fax: (610) 644-1220
- Meet Rosejoy
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Kimberly KokoszkaNew Business Coordinator- Email: kkokoszka@financialguide.com
- Phone: (302) 367-7630
- Fax: (302) 325-3659
- Meet Kimberly
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Alexa LyonsRecruiting Coordinator- Email: alyons@financialguide.com
- Phone: (610) 747-3120
- Meet Alexa
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Safwan MattarHead of Technology- Email: smattar@financialguide.com
- Phone: (610) 766-3076
- Meet Safwan
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Erin McBrideOnboarding Coordinator- Email: emcbride@financialguide.com
- Phone: (610) 766-3000
- Meet Erin
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Donna NewberryNew Business Director- Email: dnewberry@financialguide.com
- Phone: (610) 766-3012
- Fax: (610) 644-1220
- Meet Donna
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Elliott PadenRecruiting Coordinator- Email: epaden@financialguide.com
- Phone: (610) 766-3066
- Meet Elliott
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Jake Ritter CFP®Director of Financial Planning- Email: jakeritter@financialguide.com
- Phone: (610) 573-5687
- Meet Jake
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Colleen SheehanAdministrative Assistant- Email: csheehan@financialguide.com
- Phone: (610) 766-3320
- Meet Colleen
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Cynthia St. PierreHead of Marketing- Email: cstpierre@financialguide.com
- Phone: (610) 766-3083
- Meet Cynthia
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Charisse StevensonTechnology Coordinator- Email: charissestevenson@financialguide.com
- Phone: (610) 573-5578
- Meet Charisse
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Vera WorthNew Business Coordinator- Email: vworth@financialguide.com
- Phone: (302) 367-7646
- Fax: (302) 325-3659
- Meet Vera
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Chelsea ZuccoMarketing Coordinator- Email: czucco@financialguide.com
- Phone: (610) 766-3078
- Meet Chelsea