Our Associates

Our Dedicated Team of Senior Associates

Joseph V. Naselli Sr., CLU, ChFC, AEP
Chairman of the Board and Founding Partner

Gary  Daniels, CLU, ChFC, CAP
Founding Partner

Dominic F. Nappi, Jr., CLU
Managing Partner
Creative Financial Group
Newtown Square, PA 19073

Jesse  Daniels
Managing Partner
Creative Financial Group
Newtown Square, PA 19073

Francis Naselli
Managing Partner
Creative Financial Group
Newtown Square, PA 19073

Joseph Naselli, Jr.
Managing Partner
Creative Financial Group
Newtown Square, PA 19073

Bernard J. Audet
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Wayne Bartolacci
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Marc J. Bernstein, JD, CLU, ChFC, CAP
Senior Partner
CA Insurance License #0E36801
Creative Financial Group
Newtown Square, PA 19073

Jaclyn Bradley
Managing Associate
Creative Financial Group
Newtown Square, PA 19073

David A. Broll, CFP®, MBA 
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Lamont Brown
Senior Associate
First Genesis Financial Group
Newtown Square, PA 19073

Kevin  Bunkin
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

James F. Burns, Jr.
Senior Sales Manager - Division Manager
Creative Financial Group
Newtown Square, PA 19073

David Carr
Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Joseph C. Carr
Financial Planner
Creative Financial Group
Newtown Square, PA 19073

Harry Carroll
Managing Associate
Investment Adviser Representative
Creative Financial Group
Newtown Square, PA 19073

Judith A. Cassidy
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

James Cleary
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Robert Clements
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Bryan R. Cogliano, CFP®
Partner and Financial Planner
Creative Financial Group
Newtown Square, PA 19073

Albert M. Corrato, Jr., CFP®, ChFC®, CLU®, MBA, CASL®
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Andrew Del Beato CFP®, ChFC®, AAMS®
Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Stephen J. Demchyk, Jr., ChFC
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Ellen Donahue, CHFC®
Financial Planner
Financial Representative
Creative Financial Group
Montchanin, DE 19710

Keven B. Douglass, Sr., CFP® 
Senior Partner, and a Founding Partner
Creative Financial Group
Newtown Square, PA 19073

Charles J. Dowds CLU®, ChFC®, CFP® 
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

David Draper, JD
Senior Associate
Creative Financial Group
Montchanin, DE 19710

Jason Early
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

Paul G. Evans
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Christopher M. Fallon
Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Brian Fluehr
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Matthew L. Forester
Financial Services Executive
Creative Financial Group
Newtown Square, PA 19073

Melissa Fritzinger
Financial Advisor
Creative Financial Group
Bethlehem, PA 18017

Mark Fuessinger
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

James M. Gallagher, CLTC
Financial Planner
Creative Financial Group
Newtown Square, PA 19073

David Gibbs
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Luciann Givonetti
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

John Goodwin
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

John Gorman
Senior Associate
CA Insurance License # 0F70844
Creative Financial Group
Newtown Square, PA 19073

Peter W. Grassi
Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Jeffrey L. Gruehn
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Robert J. Hagenberg
Senior Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Frank B. Hanna, Jr.
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Thomas B. Hayn
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

H. Warren Ingersoll
Senior Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Timothy T. Irvine
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Stephen Izzi
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

Jonathan Jaraiedi, ChFC®, CLU®
Financial Adviser
Creative Financial Group
Newtown Square, PA 19073

Daniel R. Joie, CFP®
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Robert  Kaplan, ChFC® 
Director of Training
Creative Financial Group
Newtown Square, PA 19073

Steven M. Kaplan, ChFC®
Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Steven G.  Karlik, CLU, ChFC
Senior Partner and Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

George Kerschner, CLU, ChFC
Senior Planner
Creative Financial Group
Newtown Square, PA 19073

Mark Kirsch
Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

John Klusarits
Partner
Creative Financial Group
Newtown Square, PA 19073

Gene Kweeder
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Richard D. Laver
Director of Disability Income Sales
Creative Financial Group
Newtown Square, PA 19073

Keith Lecky, CLU, ChFC
Partner
Creative Financial Group
Newtown Square, PA 19073

Rick Loomis
Partner
Creative Financial Group
Newtown Square, PA 19073

Mark MacInnis
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Daniel P. Maguire
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Robert Marasheski, CFP®
Senior Financial Planner
Creative Financial Group
Newtown Square, PA 19073

Anthony S. Martinelli
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

John Mazzola
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Lawrence Mazzola
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Patrick McCann
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Tom McCormick
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Roman McDonald
President
First Genesis Financial Group
Newtown Square, PA 19073

Brian C. McGeehan, CFP®, CAP
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

William F. Medico III
Senior Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Kristen Mervine, CLU, ChFC, CLF
Director of Financial Planning
Creative Financial Group
Newtown Square, PA 19073

Oscar Mestre
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Michael L. Miley
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

Jeffrey B. Miller
Financial Planner
Financial Representative
Creative Financial Group
Newtown Square, PA 19073

Paul Nappi, JD, LLM
Senior Planning Strategist
Creative Financial Group
Newtown Square, PA 19073

Kevin B. O'Neill, Sr.
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Scott Pinchak
Senior Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Karen D. Poore, ChFC®
Senior Associate
Creative Financial Group
Montchanin, DE 19710

Brian Quigley, MBA, CPA, CLTC
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

James J. Ranieri
Partner and Senior Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Robert C. Reitinger
Senior Associate
Financial Planner
Financial Representative
Creative Financial Group
Newtown Square, PA 19073

Margarita Romano
Financial Advisor
Creative Financial Group
Newtown Square, PA 19073

William Root
Registered Representative
Creative Financial Group
Newtown Square, PA 19073

Michael Root
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Michael Rothrock
Managing Associate
Creative Financial Group
Bethlehem, PA 18017

Meg Ryan
Financial Representative
Creative Financial Group
Newtown Square, PA 19073

Anthony  Santisi, CPA, MBA, CLU
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

E. Scott Scrivner
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Ambler Selway, CRPS
Manager of Retirement Plan Services
Creative Financial Group
Newtown Square, PA 19073

Brent Sheppard
Investment Specialist
Creative Financial Group
Newtown Square, PA 19073

Marshall Shigon
Partner
Creative Financial Group
Newtown Square, PA 19073

Ben Skupp
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Greg Small
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Quentin C. Sturm, JD, CPA
Creative Financial Group
Newtown Square, PA 19073

Joseph E. Syernick, III
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Gerad M. Thorell
Senior Investment Associate
Creative Financial Group
Newtown Square, PA 19073

Scott Trotter
Senior Partner
Creative Financial Group
Newtown Square, PA 19073

Christopher Truscello
Managing Associate
Creative Financial Group
Newtown Square, PA 19073

James H. Unger, CFP
Managing Director of Private Client Group
Creative Financial Group
Newtown Square, PA 19073

James Veit
Financial Advisor
Financial Representative
Creative Financial Group
Newtown Square, PA 19073

Marc Virga
Managing Associate
Creative Financial Group
Newtown Square, PA 19073

Jason R. Watson
Senior Associate
Creative Financial Group
Newtown Square, PA 19073

Ginger Weiss
Senior Associate
Registered Representative

Creative Financial Group
3801 Kennett Pike
Greenville Center C-104
Greenville, DE 19807

Peter  Zonino
Senior Partner
Creative Financial Group
Newtown Square, PA 19073