"Teamwork makes the dream work"

Gregory Wilson

Founder | Managing Director

(610) 660-4283

gregory.wilson@equitable.com

Robert Caesar, CFP®

Principal | Wealth Management | Strategic Partnerships

(610) 660-4289

robert.caesar@equitable.com

Guy Wilson, QPFC, QPS

Principal | Wealth Management | Director, Group Retirement/401(k) Planning

(610) 660-4288

guy.wilson@equitable.com

Natalie Haller

Chief Operating Officer

610-660-4372

natalie.haller@equitable.com

Tim Carlson

Associate | Wealth Management

6106604225

tim.carlson@equitable.com

Andrew Knapp

Partner | Wealth Management

(610) 660-4277

Andrew.Knapp2@equitable.com

Patrick Lawrence, CFP®, ChFC

Partner | Wealth Management | Strategic Partnerships

patrick.lawrence@equitable.com

Jason Roney, CFP®

Sr. Associate | Wealth Management | Strategic Partnerships

Robert Trier

Sr. Associate | Wealth Management | Director, Financial Education & Wellness

610-660-4331

robert.trier@equitable.com

Jim Frank, JD, LLM

Estate & Business Planning

Henry Han, CFP®, CIMA®, CDFA®, ChFC®

Director | Investment Operations

610-660-4150

henry.han@equitable.com

Emmett LiCastri

Strategic Partnerships

(610) 660-4250

emmett.licastri@equitable.com

Brent Bialous

Investment Analyst

6106604379

brent.bialous@equitable.com

Jen Dawalt

Sr. New Business Specialist

(610) 660-4217

jennifer.dawalt@equitable.com

Jacob Harris

Director | Retirement Plan Services

610-660-4290

jacob.harris@equitable.com

Michael Kelly

Client Service Specialist

michael.kelly1@equitable.com

Stan Nevgloski

Sr. Client Service Specialist

(610) 660-4094

stan.nevgloski@equitable.com

Marisa Panzarella

Consultant | Graphic Design

marisa.panzarella@equitable.com