Our Associates
Joe Raspa
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Joe Raspa holds both a Series 6 and Series 63 Securities license. Joe’s main focus is on providing appropriate investment and retirement solutions that are designed to fulfill the objectives of his many personal and business clients. Joe has been active in his financial services career since 1985. Joe is a vice chairman of the Edgemont Township Planning Commission, as well as a member of St. Mary Magdalene’s Finance, Endowment Fund and Pastoral Council committees. He is a Father of two daughters and grandfather to two grandchildren. He resides in Edgemont, Pennsylvania with his wife. Contact Joe |
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Eric Schenk
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Eric Schenk is the third generation of his family serving the financial needs of clients in the Philadelphia area. He has enjoyed working with multiple-generations of families to accomplish their financial accumulation and wealth transfer objectives. Eric holds Series 7, Series 6, and Series 63 Securities licenses. His major focus is working with clients in preparing for their retirement needs, their life insurance, along with long-term care and wealth protection strategies. He holds his LUTCF designation. A graduate of George Washington University, Eric has three children and makes his home in Chadds Ford with his wife. Contact Eric |
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Gretchen Szustak
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After graduating from Shippensburg University in 1987, Gretchen Szustak started her career in financial services in 1990. She holds a Series 7, Series 6, and Series 63 Securities license. Gretchen’s focus with her clients is on retirement, investment, long-term care, life and disability income insurance, and wealth strategies. Gretchen is a mother of six children, grandmother of two grandsons and resides in Chester Springs, Pennsylvania. Contact Gretchen
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