Our Support Team
Wanda AbneyTechnology Coordinator- Email: wabney@financialguide.com
- Phone: (610) 766-3009
- Fax: (610) 644-1220
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Robin BossertNew Business Coordinator- Email: rbossert@financialguide.com
- Phone: (610) 573-5666
- Fax: (610) 391-7216
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Robert Brady FLMI®, ACS®Compliance Director- Email: robertbrady@financialguide.com
- Phone: (610) 573-5671
- Fax: (610) 391-7216
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- Linda CardoneSite Coordinator and New Business Coordinator
- Email: lcardone@financialguide.com
- Phone: (570) 963-2293
- Fax: (570) 961-5002
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Shilo DaddonaHead of Operations- Email: sdaddona@financialguide.com
- Phone: (610) 573-5676
- Fax: (610) 391-7216
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Lisa DececcoExecutive Assistant to Leadership- Email: ldececco@financialguide.com
- Phone: (610) 766-3310
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Kyle FrechetteAccounting + Financial Analyst- Email: kfrechette@financialguide.com
- Phone: (610) 766-3080
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Maria GallagherAdministrative Assistant- Email: mgallagher@financialguide.com
- Phone: (610) 766-3002
- Fax: (610) 644-1220
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Sarah HaltemanPractice Development & Reports Coordinator- Email: sarahhalteman@financialguide.com
- Phone: (610) 573-5691
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Tricia HollerDirector of New Business + Office Manager- Email: tholler@financialguide.com
- Phone: (610) 766-3098
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Andrew JohnsonCompliance Director- Email: andrewjohnson3@financialguide.com
- Phone: (610) 573-5665
- Fax: (610) 391-9871
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Tom Kilker MBAHead of Compliance- Email: tkilker@financialguide.com
- Phone: (610) 766-3053
- Fax: (610) 644-1220
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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
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Brittany LotsonNew Business Coordinator- Email: brittanylotson@financialguide.com
- Phone: (984) 203-7715
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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
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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