EVOLUTION FINANCIAL - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Advisor, Yorktown Financial Group
Alan J. Fishman is a CERTIFIED FINANCIAL PLANNER TM certificant and former CPA who brings experience in public accounting, financial management and insurance to his association with Yorktown Financial Group, Inc. He graduated from Franklin and Marshall College in 1980 with an accounting degree, passed the CPA exam in 1983 and attended the Johnson School of Management (Cornell University's MBA program). He is also a Chartered Life Underwriter (CLU).
Alan lives in Lafayette Hill, PA with his wife and two daughters. He is an active member of his synagogue and involved in charitable activities.
Alan J. Fishman, CLU, CFP® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, CA, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NY, RI, TX, UT, VA, and VT. He is also insurance licensed in PA, CA, CO, CT, DE, MA, MD, MI, NJ, and NY.
Job Titles:
- New Business & Policyholder Service
Anne Marie has been with National Life since 1977. She specializes in processing all forms of new business, seeing through to placement. She is an excellent resource person for all policyholder service issues as well. Anne Marie lives in Lansdowne, Delaware County, PA with her husband, Richard. Rich and Anne Marie have two daughters, Jennifer, graduated from Widener University in 2013 and Sara who graduated from Gwynedd Mercy University in 2015.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Anthony graduated from West Chester University and earned a Bachelor of Science degree in Business Administration.
He retired as a store manager from the food retail environment after 30 years. He entered the financial services business in 2012.
Anthony's motto is, "Customer service and communication are the two most important aspects of a business relationship." Helping clients to reach their protection goals takes careful listening to their needs.
He lives in Eagleville with his wife Donna. He has two sons, David and Matthew. Anthony is an all Philly Sports Fan and attends as many Eagles games as he can. He plays softball, pool and golf in his spare time.
Anthony M. Gambone is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services Inc. Member FINRA/SIPC. Anthony is securities-licensed in PA, NJ and DE, as well as insurance-licensed iin PA, NJ, DE and MD.
background in the financial services industry, Arlene-Grace is dedicated to simplifying and
Brent is insurance-licensed in the following states: New Jersey.
Job Titles:
- Partner
- Registered Representative and Investment Adviser
By combining his own background with the experience of the team of professionals assembled around him, Brian strives to help clients reach financial independence. This is achieved by designing comprehensive strategies for each client that aligns with their own unique set of circumstances.
Brian is continually building relationships with other professional financial representatives to help grow his team. With over 12 years of experience in financial services, Brian keeps up with the ever-changing rules and regulations within the financial services industry to help make sure his clients are receiving the best advice and doing what's in the best interest of his clients.
Brian maintains a FINRA securities license as well as life and health insurance licenses. Brian is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. He offers securities in NJ and PA, and is also insurance-licensed in NJ and PA.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Bryan was born and raised in Horsham, PA. He graduated from Hatboro Horsham High School and went onto Philadelphia Textile now Philadelphia University.
He is a former small business owner.
Bryan is widowed with three children Michael, Emily, Laura. He coached basketball for nine years at Horsham Hoops Organization.
Bryan joined our agency in 2003. "I really enjoy the people who work here! Our agency is unique because we truly care about the client!"
His Favorite Quote: "You miss a 100% of the shots you never take." - Wayne Gretzky
Bryan Marvin is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, FL, and NJ. He is also insurance licensed in PA, AZ, and NJ.
Job Titles:
- Financial Advisor
- Member of the Philadelphia Estate Planning Council
Chuck joined our agency in 1982 after graduating with honors in Business Management from Widener University. He became our retirement plan specialist in 1985. He concentrates his practice in the area of Retirement and Investment* Planning, and works with companies in developing their executive benefit programs. He recognizes this organization as treating all clients individually by assessing their unique financial circumstances, investment, insurance needs, goals and time horizon, in order to customize plans according to the client's objectives. Chuck has earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) designations.
He is a National Life Summit Award Winner, Life Member of President's Club, Life and Qualifying member of MDRT, Chairman Council Member and a member of Equity Services, Inc. Circle of Excellence.**
He is actively involved in community organizations such as: Evanfest and Bringing Hope Home. Chuck is also a member of the Philadelphia Estate Planning Council, The Society of Financial Service Professionals, and NAIFA.
He currently resides in West Chester, PA with his wife, Peggy. They have four children, Mike, Chris, Ryan and Meghan. He enjoys coaching Basketball.
Favorite Quote: "Our biggest obstacle is ourselves. Only you can stop you from achieving your dreams."
Charles V. Creighton, CLU, ChFC is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, CA, CO, CT, DE, FL, IL, IN, MA, MD, ME, MN, NJ, NY, OH, RI, SC, VA and VT. He is also insurance licensed in PA, CT, DE, FL, MA, MD, MI, NJ and NY.
Job Titles:
- Investment Adviser
- Representative
Dan graduated from Rowan University in 2000 with a bachelors degree in Marketing and a minor in Speech Communications. Following college, Dan discovered his passion within the financial services industry, where he has been rooted ever since. He spent the first half of his career at Lincoln Financial Group, where he held many titles, but spent most of his time in Texas as a Regional Marketing Director from 2004-2010.
Since 2010, Dan has been diligently expanding his private practice where his primary focus is recommending strategies to help clients achieve and protect their long-term financial goals into their retirement years. In 2017, Dan joined Evolution Financial Group where he continues to expand and service his book of business, as well as being the Insurance Brokerage Director - helping the agency grow their insurance division through a network of independent brokers.
In 2010, Dan had relocated back to NJ with his wife, Wendy, of 13 years and their son, DJ, who was just a year old at the time. Shortly after they retuned from Texas, their daughter Darcy was born in 2012. They reside in Sewell, NJ where Dan is active in his neighborhood HOA, serving on the board as Treasurer. In his free time, Dan enjoys traveling with his family and playing golf.
Daniel Flamma is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Daniel Flamma is licensed to sell securities in PA, NJ, DE, AZ, FL. Daniel Flamma is also insurance-licensed in PA, NJ, DE, AZ, FL, CA, NV.
Job Titles:
- Investment Adviser
- President
- Representative
David Jacowitz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA. He is also insurance licensed in PA.
Job Titles:
- Investment Adviser
- Representative
Edward Zabielski is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. He offers securities in DE and is insurance licensed in DE.
Emily is insurance-licensed in the following states: Louisiana.
Job Titles:
- Investment Adviser
- Representative
- Financial Representative
Eric was born in Harrisonburg, Virginia. He graduated from Milford High School, Milford, Delaware and went on to The Broadcasting Institute of Maryland in Baltimore. His career took him to Ocean City, Maryland as an announcer. The local radio station in Milford added Eric to bring on a new format to the Milford community. Eric's family business, Heishman's, Inc. began to flourish, and he joined the company in 1986, and was later named President in 1987. After many years, the family sold the company, and Eric started his financial career in 2007.
Eric is happily married to his wife Kim and a proud father of three children - Heather, Hannah, and Seth. Eric coached softball for several years as his daughter both participated in school and travel softball programs. Eric is a Deacon and teaches Sunday School classes at his church, First Baptist Church of Milford.
After visiting several financial services firms, Eric joined Evolution Financial Group in 2018 and has determined that Evolution is his "forever" financial career home.
His Favorite Quote: "And we know that all things work together for good…" - God
Eric Wayne Heishman is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. He offers securities in DE, MD, and VA. He is also insurance licensed in DE, MD, PA, and VA.
Isaac joined the industry after graduating from Youngstown State University in 2020 with a BS in Business Administration, with a Major in Finance. Isaac Miller maintains his Life, Accident and Health Insurance license in OH, PA, NV and received his SIE certification.
Isaac implements a comprehensive approach in the financial services industry. He works with his clients to build a solid financial foundation that puts them on a path to help accomplish their retirement goals while creating long lasting relationships.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Jay Silvagni is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Jay is licensed to sell securities in NJ, FL and insurance-licensed in NJ.
Jason Smith is a financial representative focused on helping individuals achieve their retirement dreams and secure their family's lifestyle through life insurance. With a genuine passion for assisting those he cares about, Jason found his love for the financial industry by providing support to people close to him. He brings extensive knowledge and a personalized approach to create comprehensive financial strategies tailored to each client's unique needs and goals. Jason's commitment to excellence and ongoing education ensures that his advice is accurate and timely. With Jason, you can trust that your retirement dreams and family's financial security are in capable hands.
Jason is insurance licensed in NJ.
Jennifer is insurance-licensed in the following states: New Jersey.
After operating a small business for over 15 years, Jerome decided to become a financial professional when he recognized that most people were uncomfortable talking about their financial goals and would not seek the professional help needed to learn how to protect their family and assets. He considers himself fortunate in having a close friend who is a financial professional and wants to provide that advantage to as many people as he can. Jerome focuses on those who are just starting their families, careers, or have now realized the value of preparing for future milestones.
Jerome is an avid golfer and enjoys meeting new people from varying backgrounds and interests, understanding that we all share the goal to protect what we love and live happily. Jerome affirms to himself that if you have prepared, it will all work out in the end and hopes to express that thought to everyone he meets.
Job Titles:
- Policyholder Service & Receptionist
Jim graduated from Bloomsburg University in 1992 with a Bachelor of Science degree in Marketing. He has been in the financial services industry for almost 30 years. He has provided guidance to the professional advisor with ideas, solutions and results that help their clients protect, grow and transfer wealth using risk-based products. He now brings that knowledge and experience directly to the consumer as well. When not working with advisors and clients, he enjoys outdoor activities and spending time with friends and family.
Job Titles:
- Investment Adviser
- Representative
- Financial Advisor With
Kathy is a Financial Advisor with Evolution Financial Group. In this role, Kathy provides financial services to her clients based on their financial needs and goals. With over thirty years in the financial services industry, Kathy is passionate about simplifying and demystifying the process of financial planning for her clients.
Kathy graduated from The Canisius College of Buffalo, NY with a Bachelor's degree in Management and a minor in Finance. Kathy started her career in Banking and then opened her own Financial Services Agency with Nationwide Insurance. After twelve years with Nationwide Insurance, Kathy was recruited by Prudential Insurance's Great Lakes Agency in Detroit, Michigan as a Manager, Financial Services. Kathy won a President Citation in 2008, an award that is given to the top thirty Managers, of Financial Services in the country. In February 2010, Kathy was promoted to Managing Director and was responsible for growing a profitable and cost-effective agency. Kathy retired from Prudential as a Regional Sales Vice President in 2018. Prior to Joining Evolution Financial Group, Kathy held the Executive position of Territory Sales Manager at Colonial Life.
Kathy is an avid reader, and enjoys hiking, skiing and traveling. She is an active member of her sorority and is involved with several nonprofit organizations.
Kathleen Doucet is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rosetree Building 2, 1400 N Providence Road, Suite 3007, Media, PA 19063 (610) 891-9700. She offers securities in OH and is insurance licensed in OH.
Lauren is insurance-licensed in the following states: Pennsylvania.
Job Titles:
- Financial Representative
- Registered Representative of Equity Services
Linda (Wagner) Moyer joined Evolution Financial Group in 2022 where they believe in an individual approach to financial strategies and offering customized solutions to reach everyone's unique goals.
Linda started her career in financial services in 2012 with Prudential Financial Group. Previous to that she worked in the real estate industry for Berkshire Hathaway Homesale Realty selling real estate and for their affiliated settlement services. Her expertise in the real estate field adds another dimension of knowledge and service when it comes to assessing clients specific financial situations.
She enjoys helping families plan for their financial future. She specializes in working with self employed individuals and small businesses.
Linda lives in Southern Lancaster County where she grew up. She graduated from Solanco HS, Pennsylvania College of Art and Design and completed her Bachelors Degree at Lebanon Valley College. She loves her hometown of Quarryville and values the strong faith based community that focuses on family values and helping others. She is a member of Chestnut Level Presbyterian Church and Southern Lancaster County Chamber of Commerce.
Linda's favorite season is summer. Her happy place is on the beach and boating on the Chesapeake with her family and friends.
Linda K. Moyer is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc. Member FINRA/SIPC. Rosetree Building 2, 1400 N. Providence Road, Suite 3007, Media, PA 19063. (610) 891-9700. Evolution Financial Group is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company and its affiliates. Linda offers securities in PA and MD and is insurance licensed in PA.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Lorne G. Hammond is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in PA, GA, MD, NJ. He is also insurance-licensed in NJ, PA, CT, NV, GA, MD, MA, NY, OH and TX.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Marc Horowitz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA. He is also insurance licensed in PA.
Matthew graduated from West Chester University of Pennsylvania in 2012 with a BSED Secondary Mathematics Degree. He has a strong mathematical background. After seven years of teaching, including six years as a full-time math teacher, he decided to pursue a career in finance. He entered the financial services industry in 2019 and has felt at home ever since.
Matt attended Drexel University for Mechanical Engineering and entered the financial services industry in February 1977. He is also a graduate of the American College in Bryn Mawr, PA holding three major designations, CLU, ChFC and RICP.
His years experience include working with business owners to provide employee benefit plans, various forms of business continuation plans and employee incentive program. As his clients matured, he now directs most of his efforts to assisting them with asset accumulation and preservation, retirement distribution and estate tax planning strategies.
Matt's mission is to help his clients towards achieving, and continuing the lifestyle they enjoy: with the goal in mind of passing their assets to the next generation in a timely and tax-efficient manner.
He currently resides in Drexel Hill, Delaware County.
Matt is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: AZ, CO, DE, FL, MD, NC, NJ, PA. He is insurance licensed in PA.
I am from Crisfield, Maryland graduated from Crisfield High School. Moved to Pennsylvania April 2012, where I then married my husband Jason in May 2012. In April 2018 we welcomed our daughter Allison into the world, and recently welcomed our son Andrew in August 2023. We have a dog named Champ a wonderful addition to our family since 2018. I enjoy spending time with my family playing games and traveling to different local locations. I am very much a History buff and enjoy learning about American history. I dedicate myself and family to the Lord, for he is our foundation in life. My passion is to help others with honesty, compassion and a kind heart.
Megan is insurance-licensed in the following states: Pennsylvania.
Michael is a Retirement Income Certified Professional with over 28 years in the Financial Services Industry. Michael specializes in helping clients build integrated and comprehensive retirement income plans. Michael's key focus is helping clients understand, choose, and execute a strategy for generating sustainable income throughout retirement by managing retirement risks through diversified and flexible planning.
Michael Graduated Magna Cum Laude from Neumann University with a B.S. in Liberal Studies/Business Administration Concentration Certification. He is a Past President of Chichester Rotary Club and has served his community as President, Highlands at Rose Tree Homeowners Association since 1999.
Michael Colkitt holds Series 7 and 66 FINRA registrations and is a FINRA series 24 registered principal. Michael Colkitt is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Pennsylvania. Michael Colkitt is insurance licensed in the following states: Pennsylvania, New Jersey and Delaware.
Michael is insurance licensed in the following states: NJ, NY, PA, NC
Job Titles:
- Financial Services Professional
Michael Shevlin Sr. is insurance licensed in Pennsylvania.
Job Titles:
- Financial Advisor
- Investment Adviser
- Representative
Michael Rothfuss is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rosetree Building 2, 1400 N Providence Road, Suite 3007, Media, PA 19063 (610) 891-9700 Evolution Financial Group is independent of Equity Services, Inc. Michael offers securities in DE, MD, NJ, PA.
Job Titles:
- Financial Representative
- Member of the Million Dollar Round Table
Michael S. Wilson is a graduate of Philadelphia University, and entered the Financial Services Industry in 2006.
In 2008, he earned the Life Underwriting Training Council Fellow (LUTCF) designation. The LUTCF is conferred only upon those individuals who meet or exceed the exacting qualification standards determined by the two organizations that jointly sponsor the designation. The American College and the National Association of Insurance and Financial Advisors (NAIFA).
Through various insurance and financial strategies, Mr. Wilson provides strategies to his clients' to help them protect their assets during these uncertain times. He looks at several different economic hazards (Death, Disability, Divorce, Retirement) and when they come about, what negative impact they may have on his clients.
He is a member of NAIFA (National Association of Insurance and Financial Advisors). NAIFA's mission is to advocate for a positive legislation and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. Being a member of NAIFA allows Mr. Wilson to have his hand on the pulse of legislation that affects his clients with regards to death, disability, estate planning and taxation.
Mr. Wilson is a member of the Million Dollar Round Table (MDRT)*. MDRT is the premiere association of financial professionals and is made up of the world's leading life insurance and financial professionals. MORT membership is recognized internationally as the standard of excellence in the life insurance and financial services industry.
Finally, Mr. Wilson has sat on the Board of Directors for the Bear/Glasgow YMCA of Delaware since 2014. As a board member, he works closely with executive staff to deliver the YMCA mission and help guide their efforts to strengthen the community through youth development, healthy living, and social responsibility.
Michael is a registered representative with Equity Services, Inc. and he maintains his securities and insurance licenses in DE, PA and MD.
Michele began her career in the insurance industry in 1982 at Prudential, the last ten years, as Office Manager, leaving in 1999. She then spent a bit of time with The Guardian before joining our agency in 2006 as Director of Operations. Michele enjoys "The Family" atmosphere here.
Currently resides in Norwood, Delaware County, with her husband, Jim. Michele and Jim have twin sons, Christopher and Matthew, both currently in Graduate School working towards their PhD. In her spare time she is an amateur photographer.
Michele lives by the motto, "Expect the Unexpected". Basically always be ready, hopefully to be pleasantly surprised. Find the positive in the negative.
Monica is insurance-licensed in the following states: Pennsylvania.
Job Titles:
- Financial Services Representative