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610-422-3530
About PFGI
Our History
Our Team
Our D-SIDE Method
Services
Wealth
College
About ECP
Insurance
Tax
Workshops
FAQs
Coming Soon
Resources
Blog
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Contact Us
Menu
About PFGI
Our History
Our Team
Our D-SIDE Method
Services
Wealth
College
About ECP
Insurance
Tax
Workshops
FAQs
Coming Soon
Resources
Blog
Careers
Contact Us
610-422-3530
About PFGI
Our History
Our Team
Our D-SIDE Method
Services
Wealth
College
About ECP
Insurance
Tax
Workshops
FAQs
Coming Soon
Resources
Blog
Careers
Contact Us
Menu
About PFGI
Our History
Our Team
Our D-SIDE Method
Services
Wealth
College
About ECP
Insurance
Tax
Workshops
FAQs
Coming Soon
Resources
Blog
Careers
Contact Us
Our Team
Founding Partners
David A. Kozak
Managing Partner, CEO
more aboutDave >
John J. Lennon
Managing Partner, CFO
more aboutJohn >
Staff
Jacki Alberico
Planning Associate
more aboutJacki >
Michele Antonini
Business Development Manager
more aboutMichele >
Kathy Barry
Operations Manager
more aboutKathy >
Derek Chandler
Licensed Property & Casualty Sales Associate
more aboutDerek >
Jane Cuevas
Internal Analyst and Tax Associate
more aboutJane >
Leigh Friedman
Marketing and Brand Manager
more aboutLeigh >
Sherry Grimm
Marketing Coordinator
more aboutSherry >
Alan J. Haffler, CLU, ChFC
Client Relations Manager
more aboutAlan >
Joseph L. Kerins III, CCPS®
Senior Planner
more aboutJoe >
Clayton Kovatch
Planning Associate
more aboutClay >
Shari Lennon
Controller
more aboutShari >
David Mikelson
Business Development Assistant
more aboutDavid >
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