Broker Check

Team

 

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 15 years and focuses on retirement plan strategies for businesses and executives. With his...

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Joseph A. Lapps, CRPS®, AIF®

Managing 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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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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Doug is a Partner with The Plan Advocate & The Philadelphia Group. He brings clients unbiased advice and the ability to act as a stated ERISA 3(21) fiduciary to plan sponsor clients as well as Pension Plan Due Diligence. Doug also...

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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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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

Operations Manager

610-520-1500

Karen McCarthy is the Office Manager for The Philadelphia Group & The Plan Advocate. She has over 15 years of experience in the financial services industry and over 25 years of client service experience. She is highly motivated and...

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