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.

Read more

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

Read more

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.

Read more

Larry Rosenthal

Brokerage Director/Disability Income Specialist

(267) 468-0822

(267) 468-0814

Assisting people since 1980.

Read more

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

Read more

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

Read more

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...

Read more

Timothy Carroll

Registered Representative

(267) 468-0822

(267) 468-0814

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

Read more

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.

Read more

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.

Read more

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.

Read more

Christopher Held

Financial Representative

267-468-0822

267-468-0814

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

Read more

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.

Read more

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

Read more

Thomas Passante

Financial Representative

(484) 860-3500

(484) 860-3510

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

Read more

Alec Picardi

Financial Representative

(610) 970-8555

(610) 970-8558

Financial Representative of Guardian.

Read more

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.

Read more

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

Read more

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

Read more

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

Read more

Ava Zehm

Financial Professional

(267) 566-6260

(267) 468-0814

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

Read more

Daniel Anderson

Financial Representative

(856) 232-6425

(856) 232-6430

Financial Representative of Guardian.

Read more

David Gingras

Financial Representative

(484) 860-3500

(484) 860-3510

Financial Representative of Guardian.

Read more

Financial Representative of Guardian.

Read more

Derek Mallon

Financial Representative

267-615-7677

215-968-4598

Financial Representative of Guardian.

Read more

Elaine Lombardo

Business Development Associate / Bookkeeper

(267) 468-0822

(267) 468-0814

Elaine Lombardo has been in the financial services industry for over 25 years. She joined Independence Planning Group in 2016 as the Accounting Administrator, in which she handles accounts payable, receivable, clerical payroll, FR...

Read more

Ellen Rondeau

New Business Administrator

(267) 468-0822

(267) 468-0814

Ellen has been in the insurance industry with Independence Planning Group since 2012. As the first point of contact within the agency, she plays an integral part in providing high-quality service to clients and representatives....

Read more

Eva Porter

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

Read more

John Strohman, CFA

Financial Representative

(267) 468-0822

(267) 468-0822

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

Read more

Ken Erdman

Financial Representative

267-424-0286

267-468-0814

Financial Representative of Guardian.

Read more

Kristen Martin is a financial representative with Independence Planning Group. She started her career in the industry in 2018 and enjoys learning and further educating herself by working with some of the top advisors in the firm....

Read more

Larry Rosenberg

Financial Representative

(856) 281-9632

(856) 281-9634

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

Read more

Matthew Shade

Financial Representative

(215) 595-7132

(267) 468-0814

Financial Representative of Guardian.

Read more

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

Read more

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

Read more

Miesha Washington

Financial Representative

(267) 468-0822

(267) 468-0814

Strong sales professional and a dynamic leader with a demonstrated history in sales, service, and project management in the fashion, real estate, and healthcare industry. I am passionate about helping families, business owners, and my...

Read more

Nicole Cantelmi

Support Specialist & Strategic Assistant

(267) 468-0822

(267) 468-0814

Nicole joined the finance industry with the Individual Life insurance division at Guardian’s Northeast Regional Home Office in 2014 after graduating from Kutztown University with a B.A. in Communication Studies, minoring in...

Read more

Paul Wheatley

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Independence Planning Group, LLC is not an affiliate or subsidiary of Guardian.

Read more

Steve Martin

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

Read more

Thomas Passante

Director of Business Development

(484) 860-3500

(484) 860-3510

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

William Colon

Financial Representative

(267) 468-0822

(267) 468-0814

Financial Representative of Guardian.

Read more