Anthony J Di Meglio
Wealth Management Advisor and Co-Founder|CFP®, ChFC®, CLU®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your financial plan or your account, please don't hesitate to contact us.


Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Frank Di Meglio
CLF®
Managing Partner
I started my career with Northwestern Mutual as an intern at Ursinus College. Now over a decade later my team and I have a national financial planning practice specializing in helping physicians, members of the finance community, families and business owners. We look forward to the opportunity to work with you to help you achieve your financial goals and dreams. Let's talk!


Jason C. Olenski
CFP®, CLU®, CASL®, ChFC®, RICP®
Wealth Management Advisor
When it comes to his clients, Jason refuses to leave a single stone unturned -- crafting a sturdy and smooth walking path to brighter financial futures for his beloved clients. Along with planning, Jason is an exceptional communicator. He is ultra-effective at taking complicated financial topics, boiling them down to their simplest forms and communicating them in easy to understand ways.