Our advisors

Eric Kelman

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric Kelman

Massimo Magliari

CFP®, ChFC®, CIMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Massimo Magliari

Diann J Slavinski

Financial Advisor

Learn more about Diann J Slavinski

Michael Stephenson Jr

Financial Advisor

Franchise Owner
Learn more about Michael Stephenson Jr


Our team

Emily C. Moy

Emily C. Moy

Client Service Specialist,

Office Manager

Personal Intro

Direct Line - 484.243.5848

Qualifications

  • 24 years of experience in the financial services industry, all with the Kelman and Magliari Advisory Group.

Roles & Responsibilities

  • Procures and processes forms and applications. Processes new account openings. Deposits incoming checks. Manages all ACAT transfers.
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Stephanie Brodof

Stephanie Brodof

Client Service Specialist,

Client Relationship Specialist

Personal Intro

Direct Line - 484.243.5849

Qualifications

  • 28 years in the financial services industry; 11 years with the Kelman and Magliari Advisory Group. Series 7 and 66 licensed.

Roles & Responsibilities

  • Client Service Support.
  • Client Advisor Liaison
  • Retirement Plan Education Specialist
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Michael Rodman

Michael Rodman

Client Service Specialist

Personal Intro

Direct Line - 484.243.5850

Qualifications

  • 25 years of service in the financial services and insurance industry, 6 years with the Kelman and Magliari Advisory Group.

Roles & Responsibilities

  • Manages client meeting preparation. Contact Resource Manager subject matter expert. Internal technical resource.
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Robin Matthews

Robin Matthews

Client Service Specialist,

Investment Specialist

Personal Intro

Robin has 25 years of experience in the banking and financial service industry and joins us from a money center bank where she worked as a Compliance Specialist. She comes to us with experience in client service, account maintenance, trading, and operations.

Roles & Responsibilities

  • Money movement and transactions
  • Coordinates and leads client portfolio rebalancing
  • Member of the meeting preparation team
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Natalie Franks

Natalie Franks

Client Service Specialist,

Client Service Coordinator

Roles & Responsibilities

  • Client Service Coordinator responsible for scheduling client meetings, maintaining advisor calendars & primary client contact.
  • Member of the meeting preparation team
  • Coordinates client engagement
  • Post meeting client correspondence and engagement
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Mackenzie Hoffman

Mackenzie Hoffman

Client Service Specialist,

Client Relationship Specialist

Roles & Responsibilities

  • Client service and engagement
  • Forms and business processing
  • Client advisor liaison
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