Broker Check

About Our Management Team

Our management team works to provide leadership and support to both our financial representatives and our clients.

 

Team Members

Independence Planning Group was started by Daniel Linehan in January of 1987. Dan grew up in London, England and moved to America to attend college at the College of Charleston, South Carolina on a full tennis scholarship.

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Joseph Anderson, ChFC®, CASL®

Agency Control Officer

267-468-0822

267-468-0814

Registered Principal & Investment Advisor of Park Avenue Securities, Agency Control Officer of GuardianThe CASL® Chartered Advisor for Senior Living® designation is issued by The American College of Financial Services.

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Ken Kovalik

Senior Manager

(484) 860-3500

(484) 860-3510

Ken Kovalik, Financial Professional and Registered Representative, has been with Guardian and Independence Planning Group since 2009.

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Joy Miller

Operations & Finance Director

(267) 468-0822

(267) 468-0814

Joy has been in operational and finance management since 1997 within different industries. Her strengths lie in finance, organizational management and human resources, having majored in Psychology.

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Larry Rosenthal

Brokerage Director/Disability Income Specialist

(267) 468-0822

(267) 468-0814

Assisting people since 1980.

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Robert Santry

Disability Income Specialist

(267) 468-0822

(267) 468-0822

Financial Representative of Guardian.

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Brian Sykes is a financial professional with more than 12 years of experience in the financial services industry.

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Jaden Volchoff

Managing Director

(570) 259-7381

(267) 468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian.

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