Broker Check

Our Team

Walter W. Wolak, ChFC, CLU
General Agent/President

James Adlam, ChFC
Financial Advisor
215-293-9337
[email protected]

Christine (Chris) Pembroke
Assistant to James Adlam, ChFC
215-293-9321
[email protected]

Scott Cantwell
Financial Services Professional
215-293-9342
[email protected]

Leonard Cherry
Financial Services Professional
215-293-9319
[email protected]

Kathy Nakonieczny 
Assistant to Leonard Cherry 
215-293-9303 
[email protected]

Jonathan Cobb
Financial Advisor
215-293-9310
[email protected]

Greg Collins
Financial Services Professional
215-293-9372
[email protected]

Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU, ChFC, CLTC
Agency Retirement Plan Specialist
215-293-9323
[email protected]

Colleen Mullin
Assistant to Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU, ChFC, CLTC
215-293-9323
[email protected]

Nannette Pilla
Assistant to Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU, ChFC, CLTC
215-293-9333
[email protected]

Richard Ennis
Financial Services Professional
215-293-9353
[email protected]

Lorne Hammond
Sales Manager/Financial Services Professional
215-293-9370
[email protected]

Robert Hennessy, CFP
Financial Services Professional
610-213-3031
[email protected]

Mark Levine, CLU, ChFC
Financial Services Professional
215-293-9347
[email protected]

Ronald McQueen, CLU, MSFS
Financial Services Professional
215-293-9312
[email protected]

William H. Morgan, III
Financial Services Professional
856-291-0676
[email protected]

Jonathan Pollack
Agency Long Term Care Specialist
215-290-2603
[email protected]

Richard Rutledge, CFBS
Financial Services Professional
610-666-6685
[email protected]

Savas (Sal) Saymaz, MBA
Sales Manager/Financial Services Professional
215-293-9306
[email protected]

Christopher Shields
Financial Services Professional/Managing Associate
215-293-9308
[email protected]

Michael Sullivan
Financial Services Professional
215-441-8200
[email protected]

Bradley W. Wood
Financial Services Professional
215-293-9315
[email protected]

Gary Yaglenski
Financial Services Professional
215-293-9330
[email protected]

Donald Cericola, CPA*, CMFC
Agency Investment Specialist
215-293-9341
[email protected]

Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU, ChFC, CLTC
Agency Retirement Plan Specialist
215-293-9323
[email protected]

Christine Gerdelmann
New Business Coordinator
215-293-9361
[email protected]

Maryann Lutz
Business Manager
215-293-9307
[email protected]

James McGoldrick, CLU, CASL, ChFC
Disability Income Specialist/Financial Service Representative
215-293-9363
[email protected]

Brian Middleton, CLU, CFBS
Business Insurance Specialist
215-766-9080
[email protected]

Scott L. Simon
Agency Supervisory Officer
215-293-9352
[email protected]

Nicole Wood
Director of Marketing and Development
215-293-9320
[email protected]

Lorne Hammond
Sales Manager/Financial Services Professional
215-293-9370
[email protected]

Maryann Lutz
Business Manager
215-293-9307
[email protected]

Erica Ng
Recruiting Director
215-293-9329
[email protected]

Savas (Sal) Saymaz, MBA
Sales Manager/Financial Services Professional
215-293-9306
[email protected]

Christopher Shields
Financial Services Professional/Managing Associate
215-293-9308
[email protected]

Scott L. Simon
Agency Supervisory Officer
215-293-9352
[email protected]

Vicki Bachman
New Business Coordinator
215-293-9326
[email protected]

Christine Gerdelmann
New Business Coordinator
215-293-9361
[email protected]

Maryann Lutz
Business Manager
215-293-9307
[email protected]

Melissa Miller
Executive Assistant to Walter W. Wolak/Agency Licensing Coordinator
215-293-9313
[email protected]

Taylor Ridgeway
Agency Assistant
215-293-9302
[email protected]

Scott L. Simon
Agency Supervisory Officer
215-293-9352
[email protected]

Nicole Wood
Director of Training and Development
215-293-9320
[email protected]