Broker Check

Team

 

Joseph A. Lapps, CRPS®, AIF®

Partner | Chartered Retirement Plans Specialist

610-520-1500

Joe is a Partner and Chartered Retirement Plans Specialist with The Plan Advocate at The Philadelphia Group. He has over 26 years of experience as a financial advisor, 22 years of that with Morgan Stanley Smith Barney (legacy Smith...

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Jordan is a Partner and Certified Plan Fiduciary Advisor with The Plan Advocate at The Philadelphia Group. He has been in the industry for over 13 years and focuses on retirement plan strategies for businesses and executives. With his...

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Joe Elliott is the Founding and Managing Partner of The Philadelphia Group, a boutique advisory and investment management firm specializing in 401(k) plan sponsorship. He has over 20 years of experience providing individuals and...

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Eric is a private wealth manager and partner with The Philadelphia Group. He uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting, and plan assistance...

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Shane is a partner with The Philadelphia Group. He uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting, and plan assistance for business owners. As a...

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Andrew Campbell is a partner of The Philadelphia Group. He has 10 years of experience in the financial service industry and has spent the majority of his career working as an advisor in the bank channel. His securities registrations...

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Zachary Mineur

Assistant Wealth Strategist

610-520-1500

Zachary is the assistant wealth strategist at The Philadelphia Group and uses his past experience as a trader with Hanlon Investment Management to help advisors diligently craft investment portfolios aligned with client goals and taste...

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Rani, a native of the South Pacific, was born in Fiji Islands and raised in New Zealand. An obsession for business strategy and process improvement led her to attain a Bachelor of Business at Auckland University of Technology, New...

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Karen Grubb

Administrative Assistant

610-520-1500

Karen Grubb is an executive assistant at The Philadelphia Group and has over 6 years of experience in the financial services industry, including a strong background of over 25 years of client service experience. Karen’s favorite things...

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Karen McCarthy

Administrative Assistant

610-520-1500

Karen McCarthy is the Office Administrator for The Philadelphia Group. She has over 10 years of experience in the financial services industry and over 20 years of client service experience. She is highly motivated and growth focused....

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