Team Directory


John R. Van Grinsven, CFP®, CLU®, RICP®
President, Founder
1000 Continental Drive, Suite 695
King of Prussia, PA 19406-2848
Office 610-225-6544


Anthony J. Bruno, CFA®
Vice President, Director Portfolio Research & Advisory
Office 610-225-6568

Scott B. Ehrlich
Assistant Vice President, Lead Advisor
Office 610-225-6524

Jessica J. Janenko
Director, Investment Operations and Service
Office 610-844-9762

Elizabeth E. Rubush
Director, Insurance Operations and Service
Office 610-225-6520

Joseph C. Mattiola
Manager, Financial Planning
Office 610-225-6542

Support Team

Stephen W. Blumenthal, CLF®, M.Ed.
Director of Marketing

Alexandria Krebs
Marketing Coordinator
Office 610-225-6534