As founder and Managing Director of Csenge Advisory Group, John brings more than 30 years of experience and personal success to the table, both in building relationships, and by helping people build wealth. Since 1979, he has aspired...
Eric has been with Csenge Advisory Group since 1997. Having joined right out of college, Eric’s drive and desire to excel in financial planning has resulted in his study and experience in a range of wealth management techniques. These...
Jennifer Linhart Hunter joined Csenge Advisory Group in October 2013 as the Director of Operations. She came to Csenge Advisory Group from Advanced Investment Partners, LLC (now known as Great Lakes Advisors) in Safety Harbor, FL,...
Kelly started in the banking industry in 1981 and continued in this field through 1998 at which time she made the decision to go into the financial services field. Kelly, joined Franklin Templeton in 1998 as a customer service...
Angela was born in Tulsa OK and relocated to FL in 1993. She joined the Csenge Advisory team in May 2012. Angela is a skilled branch office administrator with experience coordinating and supporting daily operations.
Helen has been in the Tampa office since 2007 and is usually the friendly voice answering the telephone. Along with handling day-to-day service items, she handles client inquires, processes paperwork, schedules appointments and...
A Certified Financial Planner®, Jack comes to Csenge Advisory Group from Fidelity Investments in the Jacksonville area, where he served as a fixed income specialist and assisted high net worth clients with financial planning. During...
A Clearwater resident since 1960, Donna comes to Csenge Advisory Group with more than 4 decades of experience in the financial services industry. She began as a Sales Assistant with Merrill Lynch in 1975. Over the years, she moved up...
Frank joins Csenge Advisory Group after decades as an independent financial advisor and bring with him extensive client service experience with mutual funds, life insurance, and holistic financial planning. A University of Miami...
Susan is a Financial Advisor affiliated with Csenge Advisory Group. She has over 25 years of experience in institutional proprietary fund management, global capital markets, and personal financial planning. Susan joined the group in...
Henry is a Financial Advisor affiliated with Csenge Advisory Group. He has over 30 years of experience in the financial industry. Since 1984 he has been a trusted advisor and has built a successful wealth management practice in the...
With over 27 years of financial planning experience, Steve brings a unique background of both individual and institutional financial services. His experience includes Vice President in the Institutional Securities Division of Morgan...
Chris joins Csenge Advisory Group with experience from Merrill Lynch and Fidelity Investments. While with Merrill Lynch Chris supported their financial advisors around the country with account setup and maintenance as well as general...
As the president of Main Line Financial Advisors (MLFA), Al Matarazzo Jr. began his career in financial services at the tender age of 10. Under the watchful eye and tutelage of his father Fred Matarazzo, Al began what would become his...
Stephen Troutman graduated from East Stroudsburg University in December of 2003 where he received dual degrees in Economics and Business Management/Finance with Magna Cum Laude honors. During his freshman year 1999, Stephen began...
Tom recently joined MLFA after working with Veritas Strategies, LLC as a financial representative since early 2009. Tom graduated from Penn State University, with a Bachelor's degree in Finance. He is a veteran of the United States...
Carl Landis is a familiar face to local businesses in the Tri-County area, serving the financial needs of his clients since 1987. Carl resides in North Coventry with his wife Sylvia, a retired Pottstown School District teacher. He is a...
Amery is the Client Service Manager for MLFA. She joined Main Line Financial in October of 2007. Amery is the main point of contact for all client inquiries and service related issues that may arise. Amery processes all paperwork, and...
Raised in Yardley, PA, JoAnn is a graduate of The College of New Jersey with a degree in Psychology. She has previously held positions as a purchasing agent and sales representative for various plastics manufacturers in Bucks County....
"Most Advisors are trained to identify the why. My expertise is to uncover and deliver the how. Without the how, the why never gets solved." -Roger P. Bedillion As Managing Director with Csenge Advisory Group in Pennsylvania, Roger...
Kristin joined our team in 2007. She came to us with a financial background having worked in retail banking while completing her BS in Psychology from the University of Pittsburgh. Kristin is insurance licensed in Pennsylvania which...
As the Relationship Manager, Pia is responsible for all client communication and business development. She works closely with Roger to help enhance client relationships and strives to promote growth within the company. Pia Oliver comes...
As a practicing Investment Advisor Representative with Csenge Advisory Group in Pennsylvania, Joe has been helping people achieve their financial goals for the past seven years after graduating from Mercyhurst University in 2005, where...
Joining Csenge Advisory Group in Pennsylvania as a Wealth Advisor, Jim is able to continue helping individuals and businesses achieve their financial goals as he has been doing since 2003. He has experience in Financial Planning, Asset...
Blaine Hess, CFP®, is a Co-founder of the Hess Segal Group, LLC. Blaine has helped his clients strive to achieve financial freedom since 1994, where his career began at Smith Barney’s Atlanta based subsidiary, Robinson...
Julie C Segal, Co-Founder of Hess Segal Group LLC, has over 25 years of extensive experience and knowledge of the financial industry. Julie helps cultivate the relationships of the Hess Segal Group by working closely with each of the...
Troy Young has over 20 years experience in the financial services industry. A significant portion of that time was with two of the nations largest financial service firms. His career work also included an advisory position with...
Tyesha Nelson is directly in charge of all client services and is titled as the Executive Assistant to Troy A. Young. Tyesha brings a plethora of skills to the team and has over 16 years in finance and customer service. Tyesha's...
Samuel Bell Jr. has a BA in Business from Clark Atlanta University, a Masters in Financial Planning and a MBA from Duke University. Samuel Bell was a professional soldier for 10 years in the United States Navy and spent the past 15...
As Chairman and Chief Executive Officer, George has become a recognized professional in the area of wealth transfer planning and business succession planning. George has done extensive work in estate and family liquidity planning as...
In his roles as Vice-President of Business Development, Jason coordinates the overall sales and marketing plans for Navitas. He also serves as a client advisor to small and mid-sized business owners helping them create, implement and...
In his role as Chief Compliance Officer and Director of Insurance, Steven coordinates and oversees all aspects of insurance and compliance as it relates to Navitas and its clients. He also plays a crucial part in achieving each...
Chris works with business owners to promote, and preserve what is sometimes their single largest asset – their business. He focuses on assisting key executives, professionals and business owners accumulating wealth for future...
I have been providing objective, fee-based comprehensive financial planning for corporate executives and high net worth individuals since 1997. I strive to provide personalized education, advice and implementation of a coordinated...
Ralph Adamo began his career in the financial services industry in 1985, quickly recognizing that clients require broader services and a personalized plan to address their concerns and needs in today’s complex world. His clients...
Lucian Ioja began his career in 1998 with the objective of helping individuals and families become and successful in their life. After more than a decade at his profession he can say it’s been a very rewarding experience. In...
Integrity Wealth Management (IWM) has appointed Angela York to Programs Director. York spearheads corporate marketing, client events, and public relations for IWM. Angela has seventeen years of specialized marketing communications...
Gwen Vo, Personal Assistant to Ralph Adamo, is responsible for performing special projects and assisting our CEO and senior management in the organization of daily operations. In addition, Gwen handles scheduling and managing the firms...
In her role as Executive Coordinator, Ginger directly supports the CEO & Chairman and is a key contact for clients, strategic partners and Navitas team members. She works closely with the executive team helping them achieve strategic...
In her role as Life Insurance Administrative Assistant, Heather assists with the coordination of life insurance as it relates to Navitas and its clients. She plays a crucial role in the underwriting process for our life insurance...
In Anna Kathryn’s position as Client Service Coordinator, she works closely with the executive and planning team by assisting them with business succession and estate planning elements. Anna Kathryn primary responsibilities...
Larry J. Tolbert, MBA, CEP, AIFA® - is a respected financial and wealth management educator and a devoted advisor to business owners, high-net worth individuals and affluent families. Larry founded Radian Partners, in 2005. He and...
Franklin C. Weightman, PhD, CEP, AIF® - As a financial educator, Frank Weightman has taught undergraduates, graduate students and adult learners in colleges, universities, and corporate settings for more than 40 years. Frank is an...
Jonathan P. Sowa, AWMA is a member of the Financial Planning Association (FPA) and his expertise is in designing custom income plans for his clients. After graduating from Belmont University with a Bachelors of Business Administration,...
J. Patrick McDowell, AWMA® is a Registered Representative with FSC Securities Corporation and offers financial services with Radian Partners, LLC. He is a graduate of The University of Tennessee at Knoxville where he obtained a...
Roger N. Walker is a Registered Investment Advisor with Radian Partners, LLC in Franklin, TN. A native of West Tennessee, Walker brings nearly two decades of insurance, investment, mortgage banking and financial planning experience...
Laurie Edwards has been with Radian Partners, LLC since 2006. A native Memphian with twenty-eight years of combined experience in management, marketing, customer service, and information technology, she also holds Tennessee Life,...
Michele Gentis joined our office in 2014. She brings experience in marketing, project management, sales support, and strong process skills gained in several industry sectors. At Radian Partners she is part of the client service team....
Amy McDaniel is the newest member of the Radian team. She has a Bachelor of Business Administration with a major in Accounting. Amy has 8 years of experience in financial reporting and analyzing. She has worked for Perkins Family...
