610-422-3530

610-422-3530

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 >
Moon Ciofalo
Client Service Representative and Reception
more aboutMoon >
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 >
Tricia Wojdon
Project Manager
more aboutTricia >

Pottstown: 1301 Glasgow Street Pottstown, PA 19464

Chester Springs: 1570 Conestoga Road Chester Springs, PA 19425

Ambler: 1126 Horsham Road Ambler, PA 19002

610-422-3530

info@pfgiusa.com

Pottstown: 1301 Glasgow Street Pottstown, PA 19464

Chester Springs: 1570 Conestoga Road Chester Springs, PA 19425

Ambler: 1126 Horsham Road Ambler, PA 19002

610-422-3530

info@pfgiusa.com

© 2020 Paradigm Financial Group, Inc. All Rights Reserved.

Scroll to Top

join our team

Please attach resume and cover letter below, or email to hr@pfgiusa.com. Ref# FTCSC.