Our Team

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
Find a Team member
- Alan J. Fishman, CLU, CFP®
- Alex Bardales
- Anne Marie Nance
- Anthony M. Gambone
- Brian Weyman
- Bryan Marvin
- Charles V. Creighton, CLU, ChFC
- Dan Flamma
- David Jacowitz, RICP, CLU, ChFC
- DJ Metcalf
- Edward Zabielski
- Eric Heishman
- Isaac Miller
- Jerome Beverly
- Jillana Lawson
- Kathy Doucet
- Linda K. Moyer
- Lorne Hammond
- Matthew Lempa, CLU, ChFC
- Matthew Hagopian
- Michael A Colkitt, RICP
- Michael Rothfuss
- Michael Wilson, LUTCF
- Michael Church
- Michele Mansi
- Neal O. Regino
- Nicholas Matika
- Nicole Cesare
- Pat Montgomery
- Richard M. Cohen
- Robert Boswell
- Roshanna Campbell
- Samuel Stafford, CLU, ChFC
- Sarah Maliani
- Sean Lore
- Sheena Potts
- Stefan Tunaru, LUTCF
- Stephen Smith
- Steve Gephart
- Steve Hacker MBA, QKA, QPA, AIF®
- Terence Preston




Alan J. Fishman, CLU, CFP®
Financial Advisor, Yorktown Financial Group & Evolution Financial Group
(610) 892-2900

