INDEPENDENT ADVISOR GROUP - Key Persons
Job Titles:
- Business Development and Recruiting
- LPL Financial Advisor Operating As LPL Financial
Adam graduated from Widener University in 2007 with a degree in Business Management. After working in the insurance industry for a few years, Adam joined the group in August of 2009. He has worked with Mike Brady assisting with client's on both their investment and insurance needs. Adam currently lives in Glen Mills, PA with his wife Sami and sons Jameson and Bryson.
Adam joined LPL Financial in 2012 following a period in sales at Aflac. Adam heads the Independent Advisor Group Recruiting efforts and assists in Business Development. He also heavily researches and provides guidance on Annuity Products to the group.
Brian is passionate about the values of honesty, trust, integrity, and service.
After spending 10 years on active duty with the United States Navy and deploying across the globe, Brian continues to serve as a Navy Reservist. The discipline he learned over the course of his time at sea, as well as the diversity of his experiences, continue to help him fulfill his sense of service to the community both in uniform and out.
As a Behavioral Financial Advisor (BFA), Brian utilizes the concept of "values-based investing" to keep his clients focused on the big picture and what is truly important to them. Coupling that with traditional financial planning techniques, Brian helps his clients focus on the long term to assist them in navigating current events, and avoid the pitfalls of emotional investing.
Outside of the office Brian continues to serve as a Navy Reservist. He volunteers with the local Veterans of Foreign Wars post and enjoys working out and cooking.
Job Titles:
- Financial Consultant With Fisher Wealth Management Group
- LPL Financial Consultant Operating As LPL Financial
Bruce is a Financial Consultant with Fisher Wealth Management Group. With a focus on risk management and protection strategies, he specializes in managing clients' investments and insurance. Working closely with his clients for the long-term, he enjoys the opportunity his job offers him to make an impact on someone's financial life. He strives to help clients improve their cash flow for retirement so they can feel more confident in their future.
Prior to joining the team, Bruce worked for several years with Guardian Life Insurance Company of America and Park Avenue Securities. Before entering the financial services industry, he served in the United States Marine Corps for a number of years.
Bruce holds FINRA Series 6 and 63 securities registrations through LPL Financial. Outside of the office, he enjoys reading, and is an avid weight lifter and marathon runner. Father of four boys and Grandfather of two.
Job Titles:
- AVP / Operations Manager Operating As Crest Wealth Management
- Operations Manager With Crest Wealth Management
Heather Cripps is the Operations Manager with Crest Wealth Management and has over 20 years of experience in the banking industry. She attended Richard Stockton College of New Jersey. Heather is involved in many community activities and events sponsored by Crest Savings Bank. She is a current member of the Greater Wildwood Jaycees and past Treasurer of the organization.
Heather was born and raised in Cape May County and resides in Rio Grande, NJ with her husband Charles and their daughters, Claudia and Claire. In her spare time, she enjoys reading, traveling and spending time with family and friends.
Heather currently holds her Series 7 securities registration with LPL Financial.
Job Titles:
- LPL Financial Advisor Operating As LPL Financial
Job Titles:
- Administrative Assistant Operating As Fisher Wealth Management
Job Titles:
- LPL Financial in 2006 As an Administrative Assistant
- LPL Registered Principal Operating As LPL Financial
- LPL Registered Principal Operating As LPL Financial / Operations and Transitions Manager
Joanne joined LPL Financial in 2006 as an administrative assistant and moved into Compliance and Operations in 2010. In 2016 she achieved her Registered Principal license and works alongside Len Borcky in his role as Branch Chief Compliance Officer. Originally from England, Joanne moved to the USA in 1999 and has 11 year old twins, Jonas and Lily.
Joanne joined LPL Financial in 2005 and entered the Compliance Leadership Team attaining her Registered Principal License in 2016. Joanne works with Len to achieve operational efficiency and strict adherence to all FINRA, SEC, and LPL compliance regulations.
Job Titles:
- Branch Office Manager, LPL Registered Principal Operating As LPL Financial
- LPL Registered Principal
Len graduated from Seton Hall University and has been with LPL Financial since 2008 following 11 years with Prudential Financial. Len holds Series 7, 24, 51 and 66 registrations through LPL Financial, along with Pennsylvania Life, Health and Disability Insurance licenses. Along with his duties as Branch Office Manager for IAG, Len provides financial advice to members of the Philadelphia Federal Credit Union.
Len lives in Furlong, PA with his wife Jenny and two boys, Charlie and Oliver. Outside of chasing the boys, he enjoys his spare time playing and refereeing Rugby.
Len joined LPL Financial in 2008 following an 11-year career as a Compliance and Operations professional with Prudential Financial. Len works with the entire OSJ team to achieve operational efficiency and strict adherence to all FINRA, SEC, and LPL compliance regulations.
Job Titles:
- Registered Financial Consultant, Behavioral Financial Advisor Operating As Pultro Financial Management
Michael has been in the financial planning industry since 1987. After graduating from the University of The Arts in 1979 with a double degree in music performance and music education, Michael spent 10 years performing in Atlantic City, NJ with celebrities such as Frank Sinatra, Tony Bennett, Dionne Warwick, Sammy Davis Jr., Jerry Lewis, Steve Lawrence & Edyie Gormet, Debbie Reynolds, Aretha Franklin, Luther Vandross and many more.
He also taught music both privately and at the elementary and high school level. His love of teaching and educating others has served him well as a financial planner.
While pursuing his passion and embarking on a career as a professional musician/ teacher, Michael began preparing for his own financial future and began an investment program with a large nationwide institutional financial firm. He eventually learned an unfortunate and expensive lesson; sometimes you get taken advantage of.
Committed to educating others about the hard lesson he learned, Michael decided to give up his career as a musician/teacher to enter the financial planning industry. In 1996, Michael became a Registered Financial Consultant and is a member of the International Association of Registered Financial Consultants. Michael is a Behavioral Financial Advisor (BFA) and is skilled at creating plans that account for the emotional side of wealth, as well as the financial side.
Job Titles:
- LPL Financial Advisor Operating As LPL Financial
- LPL Registered Principal / Managing Partner
Since 2001 Mike has placed his client's financial goals at the forefront of his financial planning process. He helps clients pursue success at planning for many of life's changing situations.Mike and his wife Annette live in Broomall with their daughters Brielle, Audra, & Eliana.
Michael has spent his entire financial services career with LPL Financial, beginning in 2001. Aside from managing a large, successful book of business, Michael assists with the OSJ by offering ongoing sales and marketing advice to the rest of the group. Michael serves as a board member for several non-profit organizations in his community.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor Operating As Crest Wealth Management
Tod is a CERTIFIED FINANCIAL PLANNER TM and Wealth Advisor with Crest Wealth Management who has over 20 years of experience in the financial services industry. He graduated from James Madison University in Harrisonburg, VA, with a degree in Finance in 1991. Tod is involved in a variety of community activities including current President of Lower Cape May Baseball Boosters, Board Member of Lower Cape May Little League, Board Member for the Lower Cape May Regional High School Athletic Hall of Fame and coaches various youth sports teams.
Tod was born and raised locally and resides in Cape May, NJ, with his wife Kristin and children TJ, Evan and Nora. He enjoys baseball, golf, skiing and spending time with his family.