Brett J. Canna
CFP®, ChFC®, CLU®
Director of Estate & Business Planning
Wealth Management Advisor
Office 610-225-6570
Mobile 215-435-4157
Email

William Edward Milne
CFP®, CLU®
Director of Estate & Business Planning
Wealth Management Advisor
Office 610-225-6565
Email

Rachael Marie Thompson
Chief of Staff
Office 610-225-6510
Email

James M. Sylvester
ChFC®
Director of Investment Research
Office 610-225-6532
Email

Kaitlin MacKenzie
Director of Insurance Operations
Office 610-225-6566
Email

Alice MacKenzie
Client Service Associate
Office 610-225-6538
Email

Amelia Kuehn
Operations Associate
Office 610-225-6527
Email

Rebecca Roditski
Operations Associate
Office 610-225-6527
Email

Joshua R. Brueck
CFP®, ChFC®
Associate Portfolio Advisor

Stephen W. Blumenthal
CLF®
Director of Marketing

Nikolaus Michael Kilmer
Associate Portfolio Advisor

Courtney Harper
Marketing Coordinator

Alexandria Krebs
Marketing Coordinator