Skip to content
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
Podcast
Videos
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
Podcast
Videos
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
Podcast
Videos
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
Podcast
Videos
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 >
Moon Ciofalo
Client Service Specialist
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 >
Scroll to Top
