Our advisors

Kevin Leonard

CFP®, APMA

Private Wealth Advisor

Private Wealth Advisor
Learn more about Kevin Leonard Visit Kevin Leonard's website

Jennifer Blank

CFP®, APMA

Financial Advisor

Learn more about Jennifer Blank Visit Jennifer Blank's website

Jessica Lynn Govoni

CRPC

Registered Practice Associate

Learn more about Jessica Lynn Govoni Visit Jessica Lynn Govoni's website


Our team

Katherine Gross

Katherine Gross

Operations Leader

Qualifications

  • Series 7
  • Series 63
  • PA State Insurance License
View more
Divya Nahar

Divya Nahar

Client Service Associate