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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michele Mansi

Michele Mansi

Director of Operations

(610) 891-9700

(610) 892-2900

Anne Marie Nance

Anne Marie Nance

New Business & Policyholder Service

(610) 891-9700

(610) 892-2900

Jillana Lawson

Jillana Lawson

Policyholder Service & Receptionist

(610) 891-9700

(610) 892-2900

Alan Fishman

Alan J. Fishman, CLU, CFP®

Financial Advisor, Yorktown Financial Group & Evolution Financial Group

(610) 891-9700

(610) 892-2900

Dan Flamma

Dan Flamma

Insurance Brokerage Director & Financial Advisor

(610) 891-9700

(610) 892-2900

Jim Gilbert

Jim Gilbert

Insurance Brokerage Manager

(610) 608-0809

(610) 892-2900

Jerome Beverly

Jerome Beverly

Financial Representative

(610) 891-9700

(856) 812-5541

Eric Heishman

Eric Heishman

Financial Representative

(610) 891-9700

(610) 892-2900

Sean Lore

Sean Lore

Financial Advisor

(610) 891-9700

(610) 892-2900

Michael  Shevlin

Michael P. Shevlin Sr.

Financial Services Professional

(610) 891-9700

(484) 421-3804