Management
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Cathy Shepherd, CFP, CLU, ChFC
Vice President, General Sales Manager
610-999-8896
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Nancy Potts. AAI, AINS, AIS, CPIA
Vice President
856-616-6403
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Peg Dynakowski, CPIA
Vice President, Training and Underwriting
856-616-6411
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Annmarie Koszowski, CPIA
Vice President, Operations
856-616-6106
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Patrick O’Leary, CPIA
Vice President
610-993-1326
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James Lavin
Asst. General Sales Manager
609-752-4000
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Audrey Worszylo, CPIA
Client Services Team Lead
856-616-2645
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