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Devon, PA

Managing Partner

 
Joseph S. Little, CLU, LUTCF

Joseph S. Little, CLU

Managing Partner and Investment Advisor Representative

610-940-1010
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Financial Representatives 

 
Peggy Martin

Marc Lowenberg, MBA, CFP®, ChFC®

Investment Advisor Representative

484-259-1606
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Brian McKittrick, CFP

Brian McKittrick, CLU, ChFC®, CFP®

Financial Advisor

484-259-1609
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Christopher J. Mitchell, CFP®

Christopher J. Mitchell, CFP®

Financial Advisor

610-940-1000 ex. 1633.
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Anthony Nicolai

Anthony Nicolai

Investment Advisor Representative

484-259-1610
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Bob Riley, CLU, ChFC

Robert J. Riley, CLU, ChFC®

Investment Advisor Representative

610-251-0747
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Joseph S. Little, CLU, LUTCF

William G. Wilk, CLU, CFO

Chief Financial Officer and Investment Advisor Representative

484-259-1616
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Support Team

 
Suzanne Reisser

Suzanne Reisser

New Business Administrator

484-259-1602
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Leslie Scarano Little

Compliance Coordinator

484-259-1605
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Peggy Martin

Peggy Martin

Sales Assistant

484-259-1625
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Francis Mahoney

Registered Sales Assistant

484-259-1604
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