Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Financial Planning Jenna Dowling

Jenna Dowling

ChFC®

Director of Financial Planning

610-225-6546

Photo of Director of Insurance Operations Carly Fisher

Carly Fisher

Director of Insurance Operations

610-225-6556

Photo of Director of Wealth Management Nicholas Duelfer

Nicholas Duelfer

ChFC®, CLU®

Director of Wealth Management

610-225-6531

Photo of Chief Experience Officer Stephen W. Blumenthal

Stephen W. Blumenthal

CLF®, M.Ed.

Chief Experience Officer

Photo of Director of Marketing and Communications Alexandria S. Krebs

Alexandria S. Krebs

Director of Marketing and Communications

Photo of Director of Marketing and Client Experience Courtney A. Harper

Courtney A. Harper

Director of Marketing and Client Experience