Our Financial Professionals

At The Philadelphia Group, all of our Financial professionals have years of experience dedicated to servicing the needs of their clients.  Part of servicing the needs of our clients is to maintain the highest level of education in the industry.  All of our advisors are required to obtain the CERTIFIED FINANCIAL PLANNER designation within 3 years of joining our team.  Click here to learn more about the CFP designation.  Our advisors focus in the areas of Private Wealth Management, Retirement Plan Consulting, Insurance Brokerage, and Financial and Estate Planning.

Click on the links below to learn more about the members of our team.

Founding Partners

Joseph B. Elliott III, CFP®, AIF®,  Managing Partner

Kevin P. McDermott, CFP®,  Partner

Michael P. McDermott, CFP®, AIF®, Partner

Advisors

Roy M. Blumberg, Director of Client Portfolio Management

Richard Catanese, Partner

Tom Corcimiglia, MBA, CFP®, Partner

John Delp, Partner

Douglas A. Dick, Partner

Geoffrey F. Forcino, AIF®, Partner

Joseph A. Lapps, CRPS©, Partner

Eric J. Long, CFP®, CRPC®, CFS, Partner

Daniel J. Morse, AIF®, Partner

Jordan C. Norley, CFS®, AIF®, Partner

Nicholas J.D. Olesen, CFP®, CRPC®, Partner

Shane P. Smith, CFP®, ChFC®, LUTCF, Partner

Douglas J. Sweeney, CRPC®, Partner

Brian D. Platt, CFP®, Partner

Christopher Groeber, CFP®, CRPC®, Partner

 

Administrative Staff

Rosemary Saveri, Executive Assistant