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Exton, PA

Call Us: (610) 458-2495


Planning Department

Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. Masters in Business...

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James Landry

National Financial Planning Team

James has worked in the securities and financial planning business since 1996. As a member of the National Financial Planning team, James provides Investment and Insurance product knowledge, and Estate Planning Support and training to...

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Nasser Ali

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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Robert E. Appel, JD, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...

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