Broker Check

Team

About Our Team

Our team prides itself on our highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security.

 

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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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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Financial Representative of Guardian.

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Reynaldo Calvello

Registered Representative

(267) 468-0822

(267) 468-0814

Rey has been with Independence Planning Group since 2010, and has been in Financial Services altogether for about 10 years. Rey has built a niche with Physicians, CRNAs, Nurse Practioners and Physician Assistants. He enjoys...

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Timothy Carroll

Registered Representative

(267) 468-0822

(267) 468-0814

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

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Donald Connors

Financial Specialist

610-935-8871

610-935-6805

I have 22 years of experience in the financial services industry and have spent the last 11 years with Guardian Insurance Company and Park Avenue Securities.

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Gerry Couch

Financial Representative

(267) 566-6260

(215) 968-4598

After 30 years in the Construction and Industrial Equipment Distribution Industry, I decided it was time for a change.

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Robert A. Delp

Financial Advisor

(215) 345-0188

(215) 345-0988

Bob Delp is a Financial Advisor in Doylestown and the founder of Innovative Wealth Strategies, a financial services firm specializing in developing and measuring personal economic strategies.

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Financial Representative of Guardian.

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

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Fran Grady

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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Samuel Guittare, Jr.

Financial Specialist

610-935-8871

610-935-6805

Sam joined the LifePoint Financial Team in 2012. Sam began as a client of LifePoint and transitioned into Life Point’s current project manager and financial specialist.

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Heads the office in Limerick.  Credentials and Qualifications – Bachelor of Science (High Honors) in Psychology, Minor in Business from Penn State Univeristy. Past President and Past Treasurer of NAIFA Tri-County PA.

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Bill Heider

Financial Representative

(267) 468-0822

(267) 468-0814

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

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Christopher Held

Financial Representative

267-468-0822

267-468-0814

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

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Jeff Kahn

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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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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Timothy Lederer, MBA

Financial Specialist

(610) 935-8871

(610) 935-6805

My mission is solely to create an experience for clients of transformation as it relates to their views, conversations and relationships regarding money and financial decisions.

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Mark Ligambi

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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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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Christian Messler

Financial Specialist

(610) 860-3500

(610) 860-3510

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.

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Thomas Passante

Financial Representative

(484) 860-3500

(484) 860-3510

Financial Representative of Guardian.

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Alec Picardi

Financial Representative

(610) 970-8555

(610) 970-8558

Financial Representative of Guardian.

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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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Office in Sewell.  Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian

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Larry Rosenberg

Financial Representative

(856) 281-9632

(856) 281-9634

Office in Haddonfield.  Financial Representative of Guardian.

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James Ryan

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

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Bill Scanlon

Financial Advisor

(856) 281-9632

(856) 281-9634

Office in Haddonfield.  Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.

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I am a licensed financial representative in Lancaster, PA who has been in the business since 1985.

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Michael began his financial career at the University of South Florida in Tampa where he earned a Bachelor of Science degree in Accounting.

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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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Ann Miller

Financial Representative

(484) 357-3265

(267) 468-0814

Financial Representative of Guardian.

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

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Michael Zurinsky

Financial Representative

(570) 220-1519

(267) 468-0822

Financial Representative of Guardian.

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Robert Santry

Disability Income Specialist

(267) 468-0822

(267) 468-0822

Financial Representative of Guardian.

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