Our Associates

Our Dedicated Team of Specialists

Joseph V. Naselli Sr., CLU, ChFC, AEP
CEO, Chairman and a Founding Partner
Creative Financial Group
Newtown Square, PA

Gary  Daniels, CLU, ChFC, CAP
Managing Partner, and a Founding Partner
Registered Representative, New England Securities

James  Meehan
President
Creative Financial Group
Newtown Square, PA

Dominic Nappi, CLU
Managing Partner
Creative Financial Group
Newtown Square, PA

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

Wayne Bartolacci
Senior Partner

Marc J. Bernstein, JD, CLU, ChFC, CAP
Senior Partner

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

James Burns
Sales Manager
Creative Financial Group
Newtown Square, PA

James Cleary
Senior Partner
Creative Financial Group
Newtown Square, PA

Bryan R. Cogliano, CFP®
Senior Associate
Creative Financial Group
Newtown Square, PA

Albert M. Corrato, Jr., CFP®, ChFC®, CLU®, MBA, CASL®
Registered Representative
Senior Financial Planner

Jesse  Daniels
Brokerage Manager
Creative Financial Group
Newtown Square, PA

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

Charles J. Dowds - CLU®, ChFC®, CFP® 
Senior Partner

Robert Fish
Senior Partner

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

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

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

Robert Hennessy
Senior Partner
Creative Financial Group
Newtown Square, PA

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

Charles Jordan
Partner
Registered Representative, New England Securities
Creative Financial Group
Newtown Square, PA

Robert  Kaplan - ChFC® 
Director of Training, and a Founding Partner

Gene Kweeder
Senior Partner

David LaBricciosa, CPA
Division Manager

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

Robert Marasheski, CFP®
Registered Representative
Senior Financial Planner

Richard Marooney
Registered Representative
Senior Sales Manager
Creative Financial Group
Newtown Square, PA

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

John Mazzola
Senior Partner
Creative Financial Group
Newtown Square, PA

Roman McDonald
President
First Genesis Financial Group
Newtown Square, PA

Brian C. McGeehan, CFP®, CAP

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

Kristen Mervine, CLU, CHFC
Director of Financial Planning
Creative Financial Group
Newtown Square, PA

Francis Naselli
Division Manager
Creative Financial Group
Newtown Square, PA

Joseph Naselli, Jr.
Division Manager
Creative Financial Group
Newtown Square, PA

Kevin B. O'Neill, Sr.
Registered Representative
Managing Partner
Creative Financial Group
Newtown Square, PA

Karen D. Poore
Senior Associate
Registered Representative, New England Securities
Creative Financial Group
Montchanin, DE

Steve  Sanders
Chairman & CEO
First Genesis Financial Group
Newtown Square, PA

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

Arthur Strassler, JD, LLM
Senior Partner
Creative Financial Group
Newtown Square, PA

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

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

Philip Travaglini
Managing Associate
Creative Financial Group
Newtown Square, PA

Hunter Scott Trotter - CLU®, ChFC® 
Senior Partner, and a Founding Partner
Creative Financial Group
Newtown Square, PA

Christopher Truscello
Managing Associate
Creative Financial Group
Newtown Square, PA

Ginger Weiss
Senior Associate
Registered Representative

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

Peter  Zonino
Sales Manager
Creative Financial Group
Newtown Square, PA