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

James J. Meehan, MSM
President
Creative Financial Group
Newtown Square, PA

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

Jesse  Daniels
Managing Partner
Creative Financial Group
Newtown Square, PA

Francis Naselli
Managing Partner
Creative Financial Group
Newtown Square, PA

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

Bill Adamski
Managing Associate
Creative Financial Group
Bethlehem, PA

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

Wayne Bartolacci
Senior Partner
Creative Financial Group
Newtown Square, PA

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

Jaclyn Bradley
Managing Associate
Creative Financial Group
Newtown Square, PA

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

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

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

Joseph C. Carr
Senior Associate
Creative Financial Group
Newtown Square, PA

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

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

James Cleary
Senior Partner
Creative Financial Group
Newtown Square, PA

Robert Clements
Senior Associate
Creative Financial Group
Newtown Square, PA

Brett Cloak
Senior Investment Associate
Creative Financial Group
Newtown Square, PA

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

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

Chris DeFino
Sales Manager
Creative Financial Group
Newtown Square, PA

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

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

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

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

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

Timothy Emiliani
Senior Associate
Creative Financial Group
Newtown Square, PA

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

Robert Fish
Senior Partner
Creative Financial Group
Newtown Square, PA

Mark Fuessinger
Senior Associate
Creative Financial Group
Newtown Square, PA

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

David Gibbs
Senior Associate
Creative Financial Group
Newtown Square, PA

John Goodwin
Registered Representative
Creative Financial Group
Newtown Square, PA

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

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

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

Robert Hennessy
Senior Partner
Creative Financial Group
Newtown Square, PA

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

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

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

Charles Jordan
Partner
Creative Financial Group
Newtown Square, PA

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

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

Paul Kilpatrick
Senior Associate
Creative Financial Group
Newtown Square, PA

John Klusarits
Partner
Creative Financial Group
Newtown Square, PA

Gene Kweeder
Senior Partner
Creative Financial Group
Newtown Square, PA

Michael Laporta
Senior Associate
Creative Financial Group
Newtown Square, PA

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

Thomas Ledbetter
Senior Associate
Creative Financial Group
Newtown Square, PA

Rick Loomis
Partner
Creative Financial Group
Newtown Square, PA

Mark MacInnis
Senior Associate
Creative Financial Group
Newtown Square, PA

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

Robert Marasheski, CFP®
Senior Financial Planner
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

Lawrence Mazzola
Senior Associate
Creative Financial Group
Newtown Square, PA

Patrick McCann
Senior Associate
Creative Financial Group
Newtown Square, PA

Tom McCormick
Senior Associate
Creative Financial Group
Newtown Square, PA

Kevin J. McCrossin
Registered Representative
Creative Financial Group
Newtown Square, PA

Roman McDonald
President
First Genesis Financial Group
Newtown Square, PA

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

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

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

Oscar Mestre
Senior Associate
Creative Financial Group
Newtown Square, PA

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

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

Micky Pegg
Senior Associate
Creative Financial Group
Newtown Square, PA

Scott Pinchak
Managing Associate
Creative Financial Group
Newtown Square, PA

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

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

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

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

Michael Root
Senior Associate
Creative Financial Group
Newtown Square, PA

Michael Rothrock
Managing Associate
Creative Financial Group
Bethlehem, PA

Meg Ryan
Financial Representative
Creative Financial Group
Newtown Square, PA

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

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

Stephen Seal
Investment Advisor Representative
Registered Representative
Creative Financial Group
Montchanin, DE

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

Marshall Shigon
Partner
Creative Financial Group
Newtown Square, PA

Ben Skupp
Senior Associate
Creative Financial Group
Newtown Square, PA

Greg Small
Senior Associate
Creative Financial Group
Newtown Square, PA

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

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

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

Gerad M. Thorell
Senior Investment Associate
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

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

James Veit
Financial Advisor
Financial Representative
Creative Financial Group
Montchanin, DE

Marc Virga
Managing Associate
Creative Financial Group
Newtown Square, PA

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

Jay Weinberg
Senior 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

Theodore J.  Wolfer, ChFC® , CFP® 
Managing Associate
Creative Financial Group
Montchanin, DE

Peter  Zonino
Senior Partner
Creative Financial Group
Newtown Square, PA