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 a policy or account, please don't hesitate to contact us.

Photo of Frank Di Meglio

Frank Di Meglio

CLF®

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!

Photo of Life Insurance Specialist Jason C. Olenski

Jason C. Olenski

CFP®, CLU®, CASL®, ChFC®, RICP®

Life Insurance Specialist

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.

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Felix Tuccillo III

CFP®, ChFC®, CLU®, CASL®, RICP®

My team and I specialize in working with individuals, families, and business owners. We build holistic financial plans that includes, but is not limited to insurance planning, tax efficient savings strategies, retirement planning, education planning, and business succession planning. We look forward to working with you and your families for generations to come.

Photo of Jennifer L Leder

Jennifer L Leder