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

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Steve Martin

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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Joy Miller

Director of Operations

(267) 468-0822

(267) 468-0814

Joy has been in operational & finance management since 1997 within different industries. Her strengths lie in finance, organizational management and human resources. She obtained her Life Insurance license in 2006.

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

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