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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Robert 'Trey' Poletti III

Disability Income Specialist

(267) 468-0822

Growing up in the world of financial services, I understand the importance of helping individuals, families, and businesses make impactful decisions regarding their financial future.

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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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Jeff Goering

(267) 468-0822

(267) 468-0814

I joined Independence Planning Group in order to expand resources and opportunities for my clients.

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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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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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Rick Tremblay

267-468-0822

267-468-0814

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

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Reynaldo Calvello

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Timothy Carroll

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Frances Fizzano, MBA

267-468-0822

267-468-0814

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

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Robert Kreider

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Robert Thomas

Financial Representative

516-510-5621

267-468-0814

I am a Long Island native, with a finance degree from Saint Joseph's University. I found my calling in the city of Philadelphia assisting young professionals maximize their income potential, alongside their savings goals. Financial...

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Christopher Held

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Jeff Melchior, CPA*

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Christian Messler

267-468-0822

267-468-0814

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

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Michael Waterhouse

Financial Advisor

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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Robert A. Delp

(267) 468-0822

(267) 468-0814

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

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Joseph Haffner, LUTCF

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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Michael Strothers, CLU®, ChFC®, LUTCF

(267) 468-0822

(267) 468-0814

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

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Brian Wagner, LUTCF

267-468-0822

267-468-0814

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

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Gerry Couch

(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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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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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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Tracy Kennedy

Financial Specialist

610-935-8871

610-935-6805

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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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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Paul Ripley

Financial Specialist

610-935-8871

610-935-6805

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

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

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Credentials and Qualifications – Bachelor of Science (High Honors) in Psychology, Minor in Business from Penn State Univeristy Board Member, Treasurer and Young Advisors Team Chair of NAIFA Tri-County PA

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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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Matthew Purzycki, CFP

267-468-0822

267-468-0814

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

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Bill Scanlon

267-468-0822

267-468-0814

Registered Representative of Park Avenue Securities, LLC (PAS), 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Securities products and services are offered through PAS. 267-468-0822. Financial Representative, The Guardian...

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