Team Directory

Representatives

James H. Meanix
CFP®, CLU®, ChFC®, AEP®, CASL®
Co-Founder & Private Wealth Advisor

Office 610-225-6545

Email

Michael S. Robustelli
ChFC®, CASL®, CLU®
Co-Founder & Private Wealth Advisor

Office 610-225-6552

Email

Support Team

Stephen W Blumenthal
CLF®, M.Ed.
Director of Marketing

Alexandria S. Krebs
Marketing Coordinator

Courtney Harper
Marketing Coordinator

Associates

Mary E Mitsch
Financial Planning Specialist

Office 610-225-6547

Email

Nicholas Duelfer
Investment Associate

Office 610-225-6531

Email

Jenna Dowling
Insurance Operations Associate

Office 610-225-6546

Email

John Easterday
Insurance Operations Associate

Office 610-225-6571

Email