Broker Check

About Our Team in Pottstown

IPG Pottstown is dedicated to positively impacting our clients' lives. We strive to empower our clients to live a financially sound and independent life by inspiring them to maximize wealth, minimize debt, and protect against unnecessary financial risk.  We are committed to providing an atmosphere of uncompromised service, integrity, and professionalism.

Team Members

Patty Picardi was born, raised and currently resides in Pennsylvania. She graduated with a BBA with honors in Finance and a minor in Economics, from James Madison University, in Harrisonburg, Virginia.

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Tracy Kennedy

Financial Specialist

(610) 970-8555

(610) 970-8558

Credentials and Qualifications Tracy is a native to the Philadelphia area. He attended the Pennsylvania State University and graduated with a BS in Finance with support of major in economics and insurance.

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Jeff Melchior, CPA*

Financial Specialist

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian *Not practicing for Guardian or any subsidiaries or affiliates thereof.

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Alec Picardi

Financial Representative

(610) 970-8555

(610) 970-8558

Financial Representative of Guardian.

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Matthew Williams

Financial Specialist

(610) 970-8555

(610) 970-8558

Matt is a native of Binghamton, NY and has been a resident of the greater Philadelphia area for the last eighteen years. He graduated from Rochester Institute of Technology with a Civil Engineering Technology Degree in 1995.

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