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Our Team
David Fleisher
President/CEO, Co-Founder
CLU®
Mr. Fleisher has more than 25 years of experience in the financial services industry, focusing on the design and implementation of individual financial plans, portfolios, and corporate benefits. He works closely with families who are navigating through lifealtering financial events that require strategic, personalized planning.
David serves as a managing partner of Firstrust Financial Resources, as well as Vice Chairman of Karr Barth Associates, where his focus includes professional development, strategic planning, and driving growth initiatives across the firm including the acquisition of experienced Financial Professionals. Collectively, the organizations consist of over 350 associates.
David has appeared regularly on CNBC, Bloomberg, FoxBusiness, and KYW News Radio delivering business commentary
He is a leader in his industry and community and is an innovator helping his customers with wealth management. He is a member of the Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, GAMA, AALU and has presented at numerous industry conferences.
He is president of the Cherry Hill Township Council, and a member of the Ithaca College Board of Trustees where he received his BS degree in finance. He resides in Cherry Hill, NJ with his wife, Jennifer, and their three children.
California Insurance License #: # 0H12086
David Fleisher
CLU®
Andrew McIlhenny
Executive Vice President, Co-Founder
Andrew H. McIlhenny is Co-Founder and Executive Vice President of Firstrust Financial Resources, LLC, a 50-person financial services firm located in Philadelphia, PA. FFR is a wholly owned subsidiary of Firstrust Bank, one of the region’s oldest and most respected financial institutions. Mr. McIlhenny held the same positions at Progress Financial Resources, a wholly owned subsidiary of Progress Bank, until its acquisition by Fleet/Bank of American in 2004.
Mr. McIlhenny focuses on the design and implementation of corporate retirement plans, employee benefits, life insurance and investment planning. Andrew works closely with successful business owners and their management teams to help provide effective, comprehensive financial strategies. When assisting firms with their retirement plans, Mr. McIlhenny emphasizes the importance of employee education and participation. He is a member of the National Association of Insurance and Financial Advisors, Million Dollar Round Table, and Society of Financial Service Professionals.
He has been quoted in Employee Benefit News, Fund Action, Bankrates.com, and has appeared on CNBC.
Andrew received his BS in business management from Ithaca College (Ithaca, NY) and currently resides in Worcester, PA with is wife and four children.
CA Insurance License #4110447
Andrew McIlhenny
AIF®
Paul Markowich, CFP®
Executive Vice President & Partner
Mr. Markowich works closely with professionals, entrepreneurs, and families to help them achieve their financial goals. As part of comprehensive planning, Paul assists with the design and implementation of effective investment portfolios, insurance strategies, and employee benefits.
One area of focus is assisting healthcare organizations and their employees in the area of retirement plans and group benefits. Paul concentrates on working with both senior management to design and install appropriate benefit plans, as well as with individual employees seeking to maximize their retirement savings and protect their nest eggs.
Paul is a frequent presenter for professional and worksite groups, providing education on various topics for investors at all levels. Paul has been featured on Thestreet.com, Kiplinger’s, Fox 29 “Good Day Philadelphia” and the NBC10 Tracy Davidson Show.
Paul lives in center city with his wife and daughter.
CA Insurance License # 0I03294
Paul Markowich
CFP® AIF®
David Fleisher
President/CEO, Co-Founder
CLU®
Mr. Fleisher has more than 25 years of experience in the financial services industry, focusing on the design and implementation of individual financial plans, portfolios, and corporate benefits. He works closely with families who are navigating through lifealtering financial events that require strategic, personalized planning.
David serves as a managing partner of Firstrust Financial Resources, as well as Vice Chairman of Karr Barth Associates, where his focus includes professional development, strategic planning, and driving growth initiatives across the firm including the acquisition of experienced advisors. Collectively, the organizations consist of over 350 associates.
David has appeared regularly on CNBC, Bloomberg, FoxBusiness, and KYW News Radio delivering business commentary
He is a leader in his industry and community and is an innovator helping his customers with wealth management. He is a member of the Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, GAMA, AALU and has presented at numerous industry conferences. In 2003, he received the “40 Under 40” Award from the Philadelphia Business Journal as one of the region’s “most dynamic executives” under the age of 40.
He is president of the Cherry Hill Township Council, and a member of the Ithaca College Board of Trustees where he received his BS degree in finance. He resides in Cherry Hill, NJ with his wife, Jennifer, and their three children.
California Insurance License #: # 0H12086
David
Fleisher
CLU®
Andrew McIlhenny
Executive Vice President, Co-Founder
Andrew H. McIlhenny is Co-Founder and Executive Vice President of Firstrust Financial Resources, LLC, a 50-person financial services firm located in Philadelphia, PA. FFR is a wholly owned subsidiary of Firstrust Bank, one of the region’s oldest and most respected financial institutions. Mr. McIlhenny held the same positions at Progress Financial Resources, a wholly owned subsidiary of Progress Bank, until its acquisition by Fleet/Bank of American in 2004.
Mr. McIlhenny focuses on the design and implementation of corporate retirement plans, employee benefits, life insurance and investment planning. Andrew works closely with successful business owners and their management teams to help provide effective, comprehensive financial strategies. When assisting firms with their retirement plans, Mr. McIlhenny emphasizes the importance of employee education and participation. He is a member of the National Association of Insurance and Financial Advisors, Million Dollar Round Table, and Society of Financial Service Professionals.
He has been quoted in Employee Benefit News, Fund Action, Bankrates.com, and has appeared on CNBC.
Andrew received his BS in business management from Ithaca College (Ithaca, NY) and currently resides in Worcester, PA with is wife and four children.
Andrew
McIlhenny
AIF®
Paul Markowich, CFP®
Executive Vice President & Partner
Mr. Markowich works closely with professionals, entrepreneurs, and families to help them achieve their financial goals. As part of comprehensive planning, Paul assists with the design and implementation of effective investment portfolios, insurance strategies, and employee benefits.
One area of focus is assisting healthcare organizations and their employees in the area of retirement plans and group benefits. Paul concentrates on working with both senior management to design and install appropriate benefit plans, as well as with individual employees seeking to maximize their retirement savings and protect their nest eggs.
Paul is a frequent presenter for professional and worksite groups, providing education on various topics for investors at all levels. Paul has been featured on Thestreet.com, Kiplinger’s, Fox 29 “Good Day Philadelphia” and the NBC10 Tracy Davidson Show.
Paul lives in center city with his wife and daughter.
Paul
Markowich
CFP® AIF®
Susan Boehm
Financial Consultant
Sue is a financial professional who brings over 25 years of leadership, financial and organizational experience to her client. She has a true passion for helping people achieve their financial goals. By delivering outstanding value and service, Sue works with individuals, families and small businesses seeking to prepare for their futures and protect families and finances at every life stage. She enjoys educating and implementing customized strategies with her clients focusing on Retirement Planning, Family Wealth Transfer and Estate Planning Strategies. For small business owners, her services extend from providing a full range of employee benefits (including group benefits, qualified retirement plans, and deferred compensation programs) to developing business succession planning strategies for the owners and their families.
Sue’s passion shines through with her Family Love Letter presentation to help families understand and take responsibility for getting their “house in order”.
Sue resides in the Fairmount section of Philadelphia. Outside of the office, she enjoys spending time with family & friends, golf, travel, and weather permitting, flying single-engine planes.
CA Insurance License #0G32968
Susan Boehm
CDFA®
Wesley Burke
Vice President
Wesley is focused on helping professionals, entrepreneurs, and families make sound financial decisions. He is passionate about empowering clients achieve their financial goals, provide for their loved ones, and navigate through the various phases of life. Wesley also believes in the power of collaboration, both with his clients as well as with the firm’s vastly experienced professionals. Through the design and implementation of comprehensive financial plans, Wesley utilizes an abundance of financial resources and instruments to provide clients with effective investment management and creative insurance strategies, as well as helping small businesses deliver effective corporate benefits to their employees.
Possessing a specific knowledge and understanding of the unique needs of physicians and medical professionals, Wesley dedicates a majority of this time harnessing his talent of comprehensive financial planning to physicians at various stages of their career. As a key member of the firm’s Physician Planning Group, Wesley and the Firstrust team deliver this niche service in the form of group financial education, individual planning, and corporate benefits programs.
Wesley currently resides in the Flourtown area with his wife and two daughters. He is especially focused on assisting those in his local community, as the firm’s representative at Firstrust Bank Flourtown branch, as well as the Rittenhouse branch nearby the firm’s center city office.
In 2016 Wesley was honored by NAIFA (National Association of Insurance and Financial Advisors) as a Rising Star in the Greater Philadelphia region. Being well-versed in non-profit endowment management and planned giving strategies, he was a featured speaker for the Nonprofit University organized by the Catalyst Center for Nonprofit Management in Warrington, PA, and served as a committee member of Creative MontCo.
CA Insurance License # 0L09462
Wesley Burke
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Matthew Crane
Senior Vice President
Matthew has almost 15 years in the financial services profession advising clients on the design and implementation of retirement income strategies, effective portfolio construction, and risk mitigation strategies. He has built a client-centric practice focused on helping individuals, families, and entrepreneurs achieve their financial goals through a comprehensive planning process. Also, as part of the leadership team at FFR, Matt is focused on the growth and development of the firm’s advisor base.
Matt graduated from Saint Joseph’s University with a Bachelor of Science degree in Finance and has also received his Retirement Planning Specialist certification from The Wharton School of the University of Pennsylvania.
He and his wife Dana live in South Jersey with their son, Matthew Jr. and their dog Arthur.
Matthew Crane
Ezra Crosby
Financial Consultant
Profile Coming soon….
Ezra Crosby
Ryan Crosby
Financial Professional
Profile Coming soon….
Ryan Crosby
Thomas Cuffari
Financial Professional
Thomas is a financial professional passionate about helping others achieve fiscal success through financial literacy. He uses a comprehensive planning process to help families, business owners and educators reach their financial goals. Through asset accumulation, income protection, education funding, estate planning and wealth preservation strategies. Thomas helps his clients prepare for their futures at each life stage.
As a Retirement Benefits Group (RBG) professional, Thomas conducts a thorough analysis based on needs and desires, developing comprehensive and customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.
Thomas believes in the firm’s noble purpose; “making a difference in the lives of others”. He is energized and committed to serving the growing demand for financial advice within our communities.
Thomas resides in Laurel Springs, NJ.
Thomas Cuffari
Carson Curry
Financial Consultant
Profile Coming Soon!!
Carson Curry
Jeffrey D'Italia
Vice President
Mr. D’Italia’s practice focuses on developing comprehensive financial strategies for individuals and families. He strives to provide a high level of service and advice on a myriad of financial issues facing his clients.
Mr. D’Italia has been quoted in the national media, including Bankrate.com and MSN Money. Mr. D’Italia also works closely with other members of the FFR team’s small business clients providing employee education and coordinating enrollments in qualified plans.
Mr. D’Italia received his B.S. in Finance from Pennsylvania State University in State College, Pennsylvania and his M.B.A. in Finance from St. Joseph’s University in Philadelphia, Pennsylvania.
Mr. D’Italia resides in Glen Mills, PA with his wife, Talitha, and their two daughters.
Jeffrey D’Italia
MBA®
Peter Dluoik
Financial Professional
Profile Coming Soon…
Peter Dluoik
Brandon Friday
Vice President
Focused on the firm’s core retirement planning practice and employee financial education initiatives, Brandon is passionate about helping others achieve fiscal success through financial literacy. Brandon works closely with the firm’s individual and small business clients to draft comprehensive retirement plans and address employee benefit needs.
Advising high net worth clientele, non-profits and small to mid-size businesses, Brandon delivers sophisticated strategies to help meet the needs of the firm’s extensive client base.
Having been raised around his family’s multigenerational business, Brandon understands the challenges facing small businesses as they grow and seek to prosper.
An active member of the National Association of Insurance and Financial Advisors, a five-year industry veteran and top performer at his previous post, Brandon brings dedication and passion to his work at the firm.
He is a graduate of Bucknell University where he earned a Bachelor of Science in mechanical engineering. During his time at the university, Brandon was a varsity athlete with the school’s football program.
Brandon Friday
CFP®
Ryan Fuehrer
Financial Professional
Fax: (215) 569-2680
E-mail: rfuehrer@ffremail.com
Ryan graduated from Widener University in 2012 receiving his bachelor’s degree in Business Administration with a concentration in Finance. He is committed to assisting his clients achieve their long-term financial goals. He focuses on working with individuals and business owners, and helps them realize and work toward achieving their financial goals.
He is able to offer effective insurance and investment strategies, and implement them to help his clients reach their goals. He will also work with business owners to develop and implement effective corporate benefits, for them and for their employees. He does this by working closely with his partners at Firstrust Financial Resources who have three decades of combined experience.
Ryan Fuehrer
Robert Gaines
Financial Professional
Mr. Gaines has almost a decade of experience in the financial services industry with a focus on the areas of retirement income distribution planning and disability income replacement. Robert helps clients accumulate and protect their personal wealth portfolio , and large organizations implement or enhance their 401(k), 403(b) and employee benefits programs.
Robert is known for his energetic, and outgoing personality. He promotes strong connections and long-lasting relationships with his clients. Through a detailed financial planning process, Robert’s client-centric approach empowers the people and businesses with whom he works to have confidence in their financial decision making. As a result, Robert’s clients are on a plan to build financial confidence for each stage of their lives.
Robert is an Honor Club recipient, and a graduate of St. Joseph’s University, where he earned a Bachelor of Arts and Sciences in Finance. Robert resides in Levittown, PA. On his leisure time, Robert enjoys umpiring for numerous local little leagues.
CA Insurance License # 0L47965
Robert Gaines
Carlos Guevara
Senior Vice President
CA Insurance License # 0D37240
Carlos Guevara
Christopher Kwon
Vice President
Christopher is committed to helping others achieve their long term financial goals and objectives. He focuses on assisting individuals and families with the investment of their nest eggs, comprehensive retirement planning, as well as insurance and protection-related needs. Chris also works with businesses and not-for-profit entities in structuring effective benefit programs.
Chris graduated from the University of Pennsylvania with a BA in Economics, and has combined his strong academic background with practical, common-sense financial strategies to assist his clients. He has built his financial services practice around principles of integrity, service, and ongoing growth of knowledge and resources to best serve his clientele.
Chris is committed to his community, and is active with Grace Covenant Church in Philadelphia as well as several volunteer organizations in tutoring students, being a mentor and serving the homeless.
CA Insurance License # 0L07260
Christopher Kwon
Dylan Lamborn
Senior Financial Professional
Dylan enjoys working closely with professionals, families, and business owners to understand their unique financial challenges. He empowers his clients to take control of their financial lives and strives to help them protect what’s important by prioritizing their goals and taking action towards achieving them.
He is actively involved with the Firm’s Core Retirement Planning, Small Business, and Non-Profit initiatives.
For individuals, Dylan strives to be a professional guide and resource as they transition through their working years into retirement. Specifically, he works with individuals who are concerned about maximizing resources between life insurance, growth of retirement savings, and protection of their nest eggs.
For Business Owners, Dylan collaborates with the firm’s extensive team to design and install appropriate group benefit plans, protect key employees, manage wealth, create estate planning strategies, and develop succession strategies.
Dylan is an avid sports fan, golfer and cook. He resides with his wife in the Manayunk section of Philadelphia.
The RICP® (Retirement Income Certified Professional® ) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by email at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
Dylan Lamborn
RICP®
Jacob Long
Vice President
Jacob is focused on helping individuals and organizations reach their financial goals. Jacob is a key member of the Firstrust Financial Resources (FFR) team delivering comprehensive planning, work-site financial education, and sound financial advice.
A former All-American athlete at Ithaca College, Jacob understands the value in working within a team. He works closely with other members of the professional team to deliver effective strategies for clients ’ needs for retirement income, insurance protection, investment strategies, and corporate benefits.
Having grown up with a physician father, Jacob dedicates a substantial amount of his time working with doctors and medical professionals to design strategies at every level of their career development. Whether residents, attending physicians, or retiring physicians, Jacob and the FFR team have vast experience to add substantial value to his clients.
Jacob plays a key role in the client service and wealth management functions of the firm. He recognizes the importance of providing a superior and transparent client experience, and brings this mindset to the table each and every time he meets with clients and advisors.
Jacob graduated from Ithaca College with a Bachelor of Science degree in Finance. He was also an All -American and captain of the Ithaca College Men’s Lacrosse Team.
He has received his FSCP (Financial Services Certified Representative) designation and is always motivated to improve his education in the workplace. Jacob resides in Philadelphia and is a passionate Philadelphia sports fan.
CA Insurance License # 0L71731
Jacob Long
CFP® FSCP®
Demetrios Lowry
Financial Consultant
Profile Coming Soon!!
Demetrios Lowry
William Manchester
Vice President
William started his financial career working as an assistant to Andrew L. Lewis, Jr., who was the former Secretary of Transportation under the Reagan Administration.
William has always worked for himself and believes in entrepreneurship. His experience in starting up many businesses and working under one of the top businesspeople in America has contributed to his passion and approach for helping his clients invest wisely. He believes client relationships should be mutually beneficial for both the client and himself, and that win-win relationships are crucial for long-term success. Therefore, William strives to understand his clients’ needs by putting himself in their shoes to get the best perspective on how to best serve the client.
He works for a full-service company whose mission is to furnish financial services that are a true value to their clients.
William graduated with his degree in Financial and Business Administration from Temple University in Philadelphia, PA. He is the current president of Hunter Soccer Club in Glenside, PA- one of the leading youth soccer clubs in Eastern Montgomery County, PA.
William Manchester
Eric Markowitz
Senior Financial Professional
With two decades of experience, Eric focuses on the design and implementation of strategic investment portfolios in coordination with efficient insurance protection. He also works with small and mid-size businesses in the design and implementation of corporate retirement plans, employee benefits, life insurance and investment planning. He values the long-term relationships that he has developed with his clients.
Eric is a member of the Million Dollar Round Table. Eric assists families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of regulations as they pertain to government benefit eligibility, legal trusts and guardianship, as well as financial considerations for providing quality lifetime care.
Eric received his B.S. in Economics from the University of Pittsburgh in Pittsburgh, Pennsylvania. Eric has been appointed, and is currently serving as Vice President for the Lower Providence Finance Committee.
Mr. Markowitz resides in Collegeville, PA with his wife, Christie, and their two children.
Eric Markowitz
David Mebs
Financial Professional
David works closely with senior members of the FFR team to deliver educational workshops, comprehensive planning, and sound advice to assist clients in accumulating and protecting their wealth. By focusing on effective insurance, retirement income, and investment strategies, David is committed to helping individuals and business owners achieve their financial goals.
David’s prior business experience includes serving as an analyst with Coca-Cola Bottling Company in Philadelphia. In this capacity David conducted research and analysis to assist the firm in making sound budgetary and sales management decisions.
David graduated from The College of New Jersey with a Bachelor of Science degree in Business Administration.
He has a passion for sports and played Varsity baseball during all four years of college.
David resides in Cinnaminson, NJ with his wife, Laura.
David Mebs
Brad Minor
Financial Professional
Profile Coming Soon!
Brad Minor
Grey Mitchell
Financial Professional
Profile Coming Soon!
Grey Mitchell
Gregory Mugnier
Financial Professional
Greg is a financial professional passionate about helping others achieve fiscal success through financial literacy. He focuses on working closely with educators, small business owners, families and individuals to inform them of financial issues and the importance of saving for retirement.
As a Retirement Benefits Group (RBG) professional, Greg utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial futures. By conducting a thorough analysis for his clients, he creates customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.
Greg believes in the firm’s noble purpose, “making a difference in the lives of others”, and he strives to assist his clients in making sound financial decisions.
Greg resides in Glenside, PA.
Gregory Mugnier
Daniel O'Brien
Financial Consultant
Profile coming soon…
Michael O’Brien
Shaun O'Connor
Senior Vice President
Shaun O’Connor is committed to assisting his individual and corporate clients achieve their long-term financial goals. He is focused on empowering individuals to accumulate and protect their assets, as well as helping small businesses deliver effective corporate benefits to their employees.
Shaun applies his knowledge and experience in the financial services industry through group educational sessions, with an emphasis on assisting employees make wise retirement planning decisions and prudent management of their nest eggs. He provides his clients with diverse financial strategies involving investments and insurance vehicles.
Shaun has a degree in psychology with a concentration in Business Law from Philadelphia College of Textiles and Science. While in college, he participated in several varsity sports, including serving as captain of the golf team.
In 2013 Shaun was honored by NAIFA (National Association of Insurance Financial Advisors) as a Rising Star in the Greater Philadelphia region.
He is active in several charitable causes in the greater Philadelphia area, and resides in Havertown, PA with his wife, Emily, who is a school teacher, and his two children.
Shaun O’Connor
Zach Padersky
Financial Professional
Bio Coming Soon
Zach Padersky
Noel Pool
Sr. Financial Professional
Bio Coming Soon
Noel Pool
Jerel Ruttenberg
Special Needs Planner
Mr. Ruttenberg applies his personal and professional experiences to help clients achieve their goals. In addition to providing core retirement planning insurance and protection services, he has dedicated a part of his practice to planning for families with special needs children, a passion derived from his own family experiences.
He assists families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of regulations as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care.
Mr. Ruttenberg received his B.B.A. in Marketing and his MBA in Industrial Management from Temple University in Philadelphia, Pennsylvania, and is currently acting as an adjunct professor of Economics and Finance at Community College of Philadelphia.
Jerel Ruttenberg
MBA®
Jeffrey Slavich
Sr. Financial Professional
Profile Coming Soon…
Jeffrey Slavich
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Brian Smith
Vice President
Mr. Smith assists families and small business owners in the areas of retirement, investments and life insurance protection. Recognizing that long-term healthcare needs are a major factor in prudent retirement planning, he commits a substantial portion of his time to long-term care insurance planning.
Mr. Smith also works closely with other members of the firm to assist FFR’s clientele, and ensure an outstanding client experience.
Brian has been quoted in Money Magazine regarding insurance matters.
Mr. Smith received his B.S. in Finance from Shippensburg University in Shippensburg, Pennsylvania.
CA Insurance License # 0G25895
Brian Smith
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Cristian Surdykowski
Financial Professional
Profile Coming Soon…
Cristian Surdykowski
Hunter Swayze
Financial Consultant
Profile Coming Soon…
Hunter Swayze
Omari Thomas
Sr. Financial Professional
Omari Thomas is an experienced financial professional, amassing over 20 years of experience within the industry. His business focus is providing strategies that assist his clients with managing the risks and opportunities created by their successes. Additionally, he is passionate about building teams and helping professionals reach their full potential.
Omari began his career in the early 2000s, working in private equity as well as financial services. He specializes in Business Succession Planning, focusing on Key Person Protection and Buy-Sell Planning with the goal of providing business owners peace of mind so that they may focus on growth and entrepreneurship. Throughout his career, Omari has received numerous recognition awards from Fortune 100 companies for client service, team growth and achieving top production goals.
Omari holds a Bachelors degree from Rowan University in Business Administration. Omari is passionate about supporting organizations within his community, especially within the education and entrepreneurship space. He is a board member of Symphony in C, a community orchestra focused on providing training and performance opportunities to amateur and young professional
musicians.
Omari Thomas
Randy Watkins
Financial Services Professional
Randy uses a comprehensive planning process to help families, corporate executives, teachers and business owners reach their financial goals. Through asset accumulation, income protection, education funding, estate planning strategies and wealth preservation strategies, Randy helps clients prepare for their futures at each life stage.
Randy joined Firstrust Financial Resources (FFR) to expand the wealth and risk resources provided to his clients. By conducting a thorough analysis based on needs and desires, Randy develops comprehensive and customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.
As a top performer at his previous post in business development for a steel retailer, Randy is accustomed to building solid relationships and providing long-term value to his clients.
Randy resides in Williamstown, NJ with his wife, Alexa. Outside of the office, he stays active on the water boating and wakeboarding.
Randy Watkins
RICP®
Brian Wells
Vice President
Since 1996, Mr. Wells has developed a broad-based practice, working with families and small businesses in multiple areas of financial services with an emphasis in retirement planning and employee benefits. He works closely with individuals to ascertain their goals and then implement financially sound strategies.
Mr. Wells is a member of the Million Dollar Round Table.
Mr. Wells received his B.A. in Economics and B.S. in Finance from East Stroudsburg University in Stroudsburg, Pennsylvania.
Mr. Wells resides in Pipersville, PA with his wife, Michelle and their two children.
Brian Wells
Portfolio Services Team
Kenneth Beebe
Senior Vice President
Head of Portfolio Management
Phone: (215) 640-3827
Fax: (215) 569-2680
E-mail: kbeebe@ffremail.com
Ken serves as the Senior Vice President, Head of Portfolio Management at FFR. In this role, he oversees the firm’s investment platforms, including FFR’s advisory business, while managing the Portfolio Services Team. He is responsible for asset allocation, portfolio construction, and trading within the firm’s model portfolio offerings. Ken played a key role in the creation of FFR’s model portfolios in late 2013, and he leads the firm’s investment committee.
In serving the firm’s retirement plan clients, Ken specializes in investment lineup construction and monitoring. Additionally, he is involved in FFR’s product due diligence and data analytics efforts.
Ken joined FFR in 2009, after receiving a BS in Finance from Ithaca College, where he served as Chief Investment Officer for the Ithaca College Mutual Fund.
He currently holds Series 7 and Series 66 licenses. He also holds the accredited investment fiduciary designation. Ken, his wife, and their two sons reside in Havertown, PA.
#0L79272
Kenneth Beebe
AIF®
Jason Meiser
Wealth Management
Jason Meiser
Geordan Vincent
Portfolio Services Associate
Geordan serves as Portfolio Services Associate at FFR. Playing a key role on the Portfolio Services Team, he is responsible for trading operations and portfolio analysis. As a member of the firm’s investment committee, he has investment research responsibilities, specifically the evaluation and monitoring of mutual funds and ETFs within the firm’s model portfolio offerings.
Geordan joined FFR in 2022. Prior to FFR, he served as a Financial Planning Analyst at Ameriprise Financial and an Associate Wealth Management Advisor at Northwestern Mutual. He received his BS in Mathematics from Kutztown University.
He currently holds his Series 7, 65, and 63 licenses. Geordan, his wife, and their two daughters reside in Lehighton, PA.
Geordan Vincent
Alana Storr
Portfolio Operations Analyst
Alana serves as Portfolio Operations Analyst at FFR. In this role she ensures the key operational aspects of the firm’s model portfolio offerings are running smoothly. Alana is responsible for client portfolio reviews, investment proposals, and trading support. In serving the firm’s retirement plan clients, she is involved in investment lineup reporting and monitoring.
Alana joined FFR in 2022. Prior to FFR, she held roles at LBCW Investments and at Wegman’s, where she completed their management training program. She received her BS in Finance with a minor in Marketing from St. Joseph’s University, where she was a member of the rowing team.
She currently holds her Series 7 license. Originally from Brigantine, NJ, Alana currently resides in Norristown, PA.
Alana Storr
Support Staff
Russell Colosi
VP of Operations and Finance
Coming Soon…
Russell Colosi is registered with Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides support services only
Russell Colosi
Jim Frank
Financial and Wealth Transfer Planning
Jim is an innovative wealth planning strategist with over 30 years of experience in business, personal estate and gift planning, primarily for high net worth individuals and families with closely-held business interests. He works with clients and their legal and tax advisors to implement individual and business financial plans.
CA Insurance License # 0E45795
Jim Frank
David Brain
Advanced Insurance Strategies
David Brain
Lisa Barbieri
Client Services Analyst
Coming soon…
Provides administrative support services only
Lisa Barbieri
Nancy Capuano
Client Services Analyst
Coming soon…
Provides administrative support services only
Nancy Capuano
Christina DiEgidio
Executive Assistant to Paul Markowich
Coming soon…
Provides administrative support services only
Christina DiEgidio
Steph Gajari
Executive Assistant
Coming soon…
Provides administrative support services only
Steph Gajari
Sheena Garetson
Client Service & New Talent Coordinator
Coming soon…
Provides administrative support services only
Sheena Garetson
Madison Lane
Executive Assistant
Coming soon…
Provides administrative support services only
Madison Lane
Fran McManus
Provides administrative support services only
Fran McManus
Lori Niederland
Client Services Analyst
Coming Soon…
Provides administrative support services only
Lori Niederland
Erin Villari
Client Service Analyst
Coming soon…
Provides administrative support services only
Erin Villari
Erin Wenzel
Chief of Staff to David Fleisher
Coming soon…
Erin Wenzel is registered with Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides support services only.