Our Team

Joseph Mallee, III

Chief Executive Officer & Co-Founder

Bio

Robert Cawley, CFBS, CLTC®, LUTCF®

President & Co-Founder
Financial Planner/Risk Management
Business Planning

Bio

Joseph Leary, CFA, CFP®, CPA, MBA

Partner
Financial Planner
Wealth Management/Financial Planning

Bio

Jake Ritter, CFP®

Para Planner
Firm Manager of New Business

Bio

Lisa Brunnabend

New Business Team Lead

Bio

Phillip Dangello

Paraplanner

Bio

Mario Carannante, CFBS, CCFS

Financial Advisor

Bio

Timothy Dougherty, AEP®, CFBS, CFP®, ChFC®, CLU®, MSFS

Director
Retirement Plans

Bio

Joel Gilley

Sr. Vice President
Executive Benefits

Bio

Jason Goldstein, ASA, MAAA, RICP, MDRT

Director of Individual Planning Solutions
Horsham Office

Bio

Brandon Levithan, CFP® ChFC® RICP®

Director of Individual Planning Solutions
Horsham Office

Bio

Ron Mead, CFBS, ChFC®

Managing Director
Kingston Office

Bio

Julia Zhai, CFP ®, PhD

Financial Advisor

Bio