Our Support Team
-
Wanda AbneyTechnology Coordinator- Email: wabney@financialguide.com
- Phone: (610) 766-3009
- Fax: (610) 644-1220
- Meet Wanda
-
Robin BossertNew Business Coordinator- Email: rbossert@financialguide.com
- Phone: (610) 573-5666
- Fax: (610) 391-7216
- Meet Robin
-
Robert Brady FLMI®, ACS®Compliance Director- Email: robertbrady@financialguide.com
- Phone: (610) 573-5671
- Fax: (610) 391-7216
- Meet Robert
-
Linda CardoneSite Coordinator and New Business Coordinator
- Email: lcardone@financialguide.com
- Phone: (570) 963-2293
- Fax: (570) 961-5002
- Meet Linda
-
Andrew Cortese CFP®Para Planner- Email: acortese@financialguide.com
- Phone: (610) 766-3032
- Meet Andrew
-
Shilo DaddonaHead of Operations- Email: sdaddona@financialguide.com
- Phone: (610) 573-5676
- Fax: (610) 391-7216
- Meet Shilo
-
Lisa DececcoExecutive Assistant to Leadership- Email: ldececco@financialguide.com
- Phone: (610) 766-3310
- Meet Lisa
-
Kyle FrechetteAccounting + Financial Analyst- Email: kfrechette@financialguide.com
- Phone: (610) 766-3080
- Meet Kyle
-
Maria GallagherAdministrative Assistant- Email: mgallagher@financialguide.com
- Phone: (610) 766-3002
- Fax: (610) 644-1220
- Meet Maria
-
Sarah HaltemanPractice Development & Reports Coordinator- Email: sarahhalteman@financialguide.com
- Phone: (610) 573-5691
- Meet Sarah
-
Tricia HollerDirector of New Business + Office Manager- Email: tholler@financialguide.com
- Phone: (610) 766-3098
- Meet Tricia
-
Andrew JohnsonCompliance Director- Email: andrewjohnson3@financialguide.com
- Phone: (610) 573-5665
- Fax: (610) 391-9871
- Meet Andrew
-
Tom Kilker MBAHead of Compliance- Email: tkilker@financialguide.com
- Phone: (610) 766-3053
- Fax: (610) 644-1220
- Meet Tom
-
Rosejoy KleinmanCompliance Coordinator- Email: rkleinman@financialguide.com
- Phone: (610) 766-3019
- Fax: (610) 644-1220
- Meet Rosejoy
-
Kimberly KokoszkaNew Business Coordinator- Email: kkokoszka@financialguide.com
- Phone: (302) 367-7630
- Fax: (302) 325-3659
- Meet Kimberly
-
Brittany LotsonNew Business Coordinator- Email: brittanylotson@financialguide.com
- Phone: (984) 203-7715
- Meet Brittany
-
-
Safwan MattarHead of Technology- Email: smattar@financialguide.com
- Phone: (610) 766-3076
- Meet Safwan
-
Erin McBrideOnboarding Coordinator- Email: emcbride@financialguide.com
- Phone: (610) 766-3000
- Meet Erin
-
Donna NewberryNew Business Director- Email: dnewberry@financialguide.com
- Phone: (610) 766-3012
- Fax: (610) 644-1220
- Meet Donna
-
-
Elliott PadenRecruiting Coordinator- Email: epaden@financialguide.com
- Phone: (610) 766-3066
- Meet Elliott
-
Jake Ritter CFP®Director of Financial Planning- Email: jakeritter@financialguide.com
- Phone: (610) 573-5687
- Meet Jake
-
Colleen SheehanAdministrative Assistant- Email: csheehan@financialguide.com
- Phone: (610) 766-3320
- Meet Colleen
-
Cynthia St. PierreHead of Marketing- Email: cstpierre@financialguide.com
- Phone: (610) 766-3083
- Meet Cynthia
-
-
Vera WorthNew Business Coordinator- Email: vworth@financialguide.com
- Phone: (302) 367-7646
- Fax: (302) 325-3659
- Meet Vera
-
Chelsea ZuccoMarketing Coordinator- Email: czucco@financialguide.com
- Phone: (610) 766-3078
- Meet Chelsea