Our Team

As Principal of LifeSpan Financial Associates, John brings over 25 years of experience in the Investment Advisory, Financial Planning and Insurance Industries and provides service and assistance in a variety of financial areas including: helping Employers and Employees to better understand their Employer Sponsored Qualified Retirement Plans, College Funding, Investment Advice, Retirement Income Planning, Life Insurance and Income Protection, goal oriented savings strategies, Social Security maximization, Medicare, Long Term Care planning, and overall retirement preparedness.

John currently holds several positions of responsibility. In his capacity as Designated Supervising Principal and Registered Representative for Securities America, his role encompasses serving the financial planning needs of his clients as well as providing Supervisory, Sales and Compliance support and business best practice advice to other SAI affiliated Registered Representatives.

As an Investment Advisory Representative (IAR) with Securities America, John provides fee based investment advice, customized Financial Plans and portfolio management services for clients in need of those services.

In addition, as an agent for the Philadelphia regional sales office of Colonial Supplemental Insurance and through a compliment of licensed insurance agents, John markets a complete line of voluntary and group employee benefits to small businesses owners and Public Sector employers throughout the PA tri-state area.

John has received numerous industry honors, and is multi-time qualifier for the Million Dollar Round Table. He presently holds Series 6, 7, 24, 63 and 65 registrations as well as life, accident and health licenses in numerous states. John has also obtained the Certified Funds Specialist (CFS) and Retirement Income Certified Professional (RICP) designations and is currently working toward completing the Master of Science in Financial Services (MSFS) Program.

Through LifeSpan Financial Associates, John and his associates provide comprehensive retirement planning advice, assess, develop and maintain employee benefit plans and structure insurance and investment solutions for business owners, individuals, professionals, Federal, State and Local Government Employees and their families throughout the Nation.

Focusing first on gaining a complete understanding of your financial goals and concerns, John and his team at LifeSpan Financial Associates will conduct a complete and thorough financial analysis and then provide comprehensive solutions designed to help meet your specific needs.

As the Office Manager and Marketing Director of LifeSpan Financial Associates, Mila oversees the day-to-day operations of the business. She manages the administrative staff and accounting systems, Interacts with Employee Benefit Group Plan Administrator’s, develops and implements cost control procedures and, manages and maintains all outbound marketing programs and Client Relationship databases. She works closely with the rest of the team to ensure that all processes are running efficiently.

Wendy joined the team at LifeSpan Financial Associates in February, 2010 as a Benefits Counselor. In this position, she works with small to medium-sized business owners to develop custom voluntary employee benefit programs and provides product and enrollment solutions. She is also responsible for the design and implementation of customized enrollment and benefit communications processes. In addition, Wendy conducts consultative one-on-one meetings with business owners and their employees using the Colonial Life Insurance platform in conjunction with other medical benefit offerings. At our Quakertown location, Wendy offers a full range of benefit services for business owners throughout Eastern Pennsylvania and South Jersey.

Wendy has been involved in the insurance industry for over 15 years and holds her Life, Health and Accident Insurance license in the state of Pennsylvania and New Jersey. She is a graduate of Chestnut Hill College in Philadelphia. (Wendy is not affiliated with Securities America)