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About Our Team in Newtown

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.

Team Members

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

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Gerry Couch

Registered 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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Matthew Shade

Financial Representative

(215) 595-7132

(267) 468-0814

Financial Representative of Guardian.

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Ava Zehm

Financial Professional

(267) 566-6260

(267) 468-0814

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

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