Financial Representative

Evolution Financial Group/Founder CWC

Experienced Partner with a demonstrated history of creating lifelong relationships. I have a real passion for networking and business development. I am a husband and a father! I am a lifelong and die-hard Philadelphia Eagles fan. I look to bring as much value to each one of my clients as possible. 

CEO

River Avenue Digital

The leader of a digital-first marketing agency that helps small and medium-sized businesses take digital marketing off of their to-do lists.  Josh is charged with overseeing the agency’s people, strategy, and client portfolios.

Randy Printz

Vice President, Small Business

TD Bank

TD Bank, a member of the TD Bank Group, is one of the largest full-service financial companies in the U.S. But, unlike many banks, we have dedicated local teams that get to know you and your organization. By your side, we are here to help you make timely and efficient decisions.

Thomas Lafferty

Thomas Lafferty

Mortgage Loan Officer

Pando Mortgage, LLC

Mortgage Loan Officer

Pando Mortgage, LLC

Thomas Lafferty is our Residential Mortgage Loan Originator from Pando Mortgage, based in Media, PA.  The goal of Thomas and Pando Mortgage is to exceed expectations by providing exceptional loan products, professional guidance, and the white glove treatment you and your clients deserve. From his experience as a Pennsylvania Army National Guardsman to here with our CWC family, Thomas is driven and always willing to go above and beyond for clients.

Thomas Lafferty is our Residential Mortgage Loan Originator from Pando Mortgage, based in Media, PA.  The goal of Thomas and Pando Mortgage is to exceed expectations by providing exceptional loan products, professional guidance, and the white glove treatment you and your clients deserve. From his experience as a Pennsylvania Army National Guardsman to here with our CWC family, Thomas is driven and always willing to go above and beyond for clients.

Marwan Nabulsi

Business Intermediary

Murphy Business & Financial - Eastern PA

Marwan understands the risks and opportunities of both sides of a business transaction. As a result, he is committed to providing comprehensive advice to his clients, whether buying or selling a business. His primary goal is to be a trusted and valued advisor throughout the entire process, collaborating with all parties, to achieve a win-win transaction.

Stuart C. Lile

Energy Consultant

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Stuart helps businesses to take control of their energy costs, through better energy (Electricity and Natural Gas) procurement options that work specifically for business clients. Stuart really understands the energy markets and the competitive landscape and has advised his clients on choices that have made a significant impact on the costs associated with their energy expenses.

Janna M. Pelletier, Esq.

Owner/Lawyer

Agera Energy

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The Law Office of Janna M. Pelletier focuses on estate planning, estate administration, family law, and small business law.  The foundation of Janna's practice is helping individuals understand and navigate whatever legal question or issue they are confronted with.   In doing so, she is committed to providing high quality legal representation for all of her clients.

Ken Peffer

Vice President, Business Development

VSA, Inc.

Ken has over 25 years’ experience in marketing, business development and helping companies optimize their communications processes.  He's currently the Vice President of Business Development at VSA, Inc., a local appointment setting and lead generation firm. VSA takes a unique, collaborative approach to bolstering clients' lead gen efforts. The company specializes in representing complex products and services across a variety of industries, including technology, healthcare, education, and manufacturing. If you're exploring how your business can benefit from a reliable, sustainable source of qualified business leads, don’t hesitate to reach out to Ken! 

A Technologist and Architect in the financial industry for 20 years, Sergio's expertise spans business and technology architecture, financial management, and general contracting. Sergio's attention to detail brings a rare level of meticulousness to every aspect of customer support, property management and investment analysis.

Sergio Altomare

Chris Dibble

Chris is the Commercial Relationship Manager at TD Bank, who specializes in commercial lending. He works with all types of companies to provide them with their financing needs, including manufacturers, retail businesses, municipalities, private schools, school districts, non-profit organizations, service providers, etc. I provide financing for owner-occupied real estate, working capital, machinery and equipment, letters of credit, investment real estate, etc. TD has the capabilities and resources of a large bank, with the local touch and feel of a community bank.

Rob Addis

Emerging Markets

Account Executive

Paylocity

Rob has a well-developed background in business development and provides excellent customer service. Rob brings more than six years experience in payroll, software and HR. Rob's goal is to help businesses streamline their current processes and increase employee engagement. He was born and raised in Delaware County and is excited to tackle fatherhood in May.

Thomas McGarrigle, CPA

Manager, Brinker Simpson & Company

Thomas joined Brinker Simpson & Company in 2007 shortly after receiving his Bachelor’s of Science degree in Accounting from Saint Joseph’s University.  A Manager at the firm, he specializes in tax planning for small business owners and high net-worth individuals, preparation of corporate and personal income tax returns, assistance with clients’ bookkeeping and preparation of financial statements.

Anthony DiGregorio

Realtor

The Mike Mulholland Team

Anthony has been with the Mike Mulholland Team since day 1.  Anthony represents Buyers, Sellers, and Investors and is one of the Rising Stars of the Philadelphia Region.  Anthony's innovation, Work Ethic & Local Market Expertise are Surpassed by None!