Our Qualifications

 

Financial Independence Planning Associates



Top: Steve Dudek, Jared Keller, Janet Musselman, Michael Grossman, Wayne Cline, Michael Menninger, Glenn Kopensky, Adam Peltzman, Kenneth Souder, Thomas Morgan, Jon Wanczyk, Thomas Malkoch, Mark Wren
Bottom: Randolph Nead, Deena Berger, Bruce Musselman, Fred Shocket, Harry Keller, Keith Hooper, Laraine Beckman, Barry Blatt, Harriet Litz. 



Harry Keller CPA,CFP®,ChFC,CLU,MBA
Barry C. Blatt CPA,PFS
Steve Dudek
Adam Gladstone CPA, CFP®
Keith A. Hooper CPA,MS
Glenn J. Kopensky CPA,CFP®
Thomas G. Malkoch CPA, CFP®
Bruce Musselman
Randolph G. Nead, M.S., CPA, CFP®
Adam Peltzman CFP®
Fred Shocket CFP®,MA
Kenneth Souder CFP®
Michael Grossman,CFP

 

 © 2010 Financial Independence Planning,LLC


Harry Keller

HARRY KELLER CPA, CFP®, ChFC, CLU, MBA
Investment Adviser Representative with ING Financial Partners
founded Financial Independence Planning, LLC. Since 1982, Harry has conducted financial planning seminars for client and representative training.He has received numerous awards for leadership and for client services. Inaddition, Harry has extensive tax and financial services training. He has been a CPA since January 1979. He has received the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College. He has a Masters degree in finance and management, with honors, from Drexel University and a Bachelor of Science, with high distinction and honors in accounting, from Penn State University. Harry is a member of the Financial Planning Association, the Philadelphia and Montgomery County Estate Planning Councils.

 

Barry Blatt

BARRY C. BLATT, CPA, PFS, Investment Adviser Representative with ING Financial Partners, has been helping clients with their financial planning and investment needs since 1985. Barry graduated from Temple University in 1971 with a B.A. in Accounting and then went on to obtain his CPA in 1975 and his PFS (Personal Financial Specialist) in 1979. He has been giving retirement seminars for over 10 years and has an extensive background in taxation and accounting. Barry has maintained a tax practice and represents clients at IRS audits.

 

Keith Hooper KEITH HOOPER CPA, MS, Investment Adviser Representative with ING Financial Partners has been in financial services since 1986 and focuses on retirement planning. Keith received his CPA in 1975 and graduated from Albany State University with a BS in Accounting in 1972 and a MS in 1975. Keith is the former Vice President and CFO of the United Way of Southeastern Pennsylvania and a member of the Valley Forge Military Academy and College Planned Giving Committee.
Glenn Kopensky

 

GLENN J. KOPENSKY, CPA, CFP®Investment Adviser Representative with ING Financial Partners has been providing professional financial planning services to clients since 1993 when he received the Certified Financial Planner™ designation. Since graduating from LaSalle University in Philadelphia in 1981, he has been providing professional accounting and tax services to individuals and businesses. Glenn is a partner in the tax and accounting firm of Kopensky, LLP, CPA's and also teaches retirement strategies seminars in the area. Glenn has served on several boards including the Whitemarsh Township Business Association and the Planning Commission of his resident township.

 

   
Tom Malkoch

THOMAS G. MALKOCH, CPA, CFP®Investment Adviser Representative with ING Financial Partners has been providing professional financial planning services since 1993 when he received his Certified Financial Planner™ designation. He graduated from Saint Joseph University in 1985 with a BS in accounting and received his CPA designation two years later. Tom has been providing professional tax and accounting services since graduating college and is a partner in the CPA firm of Kopensky, LLP. He focuses on accounting and taxes for small businesses including the establishment and maintenance of retirement plans.

 

Randolph

RANDOLPH G. NEAD, M.S., CPA, CFP®Investment Adviser Representative with ING Financial Partners has been providing financial services to individuals and small businesses since 1986, specializing in Group and Individual Life, Health, Disability and Long Term Care Insurance, Qualified and Non-Qualified Pension and Deferred Compensation Plans, Tax Preparation, Retirement and Estate Planning. Randy received his Bachelors in Accounting in 1981, CPA in 1983, Masters in Taxation in 1989 and Certified Financial Planner® designation in 1994. He is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

 

Fred Shocket

FRED SHOCKET, CFP®, MA Investment Adviser Representative with ING Financial Partners has been involved in financial services since 1993 and focuses on personalized financial planning for both individuals and small businesses. He is actively involved in giving retirement seminars. He earned his designation of Certified Financial Planner™ in 1997. He graduated from Temple University with a BA and MA in Mathematics. In September 2000, Fred retired from the US Navy after thirty-two years of distinguished civilian service as an engineer and executive.

 

Ken Souder

KEN SOUDER, CFP®Investment Adviser Representative with ING Financial Partners graduated from Temple University with a BBA majoring in accounting and economics. With over ten years experience as a corporate benefits manager, Ken has extensive experience with taxation, retirement plans, including 401(K)s, pensions and IRAs. Since 1995, Ken has worked as an financial planner focusing on retirement and estate planning. Ken achieved the designation of Certified Financial Planner™ in 1999.

 

Adam Peltzman ADAM PELTZMAN, CFP® Investment Adviser Representative with ING Financial Partnershas been working in the financial services industry since 2000 and focuses on retirement, insurance planning, and small group and individual health insurance. Adam graduated in 2000 from the University of Delaware and received his Certified Financial Planners designation in September of 2004.
Bruce Musselman

BRUCE MUSSELMAN Investment Adviser Representative with ING Financial Partners has 27 years of prior experience as a corporate Human Resources Manager with extensive knowledge of employer retirement and welfare plans. He is a past Board Member of Profit Sharing Council of America (PSCA), serving on the Legal and Legislative Committee and as a frequent presenter at their National Conference. In early 2007, Bruce made the decision to transition this experience and knowledge to a career in financial planning and welcomes the opportunity to successfully guide clients as they prepare for their future financial security. Bruce is a graduate of Mansfield University with a BA degree in Criminal Justice Administration.

 

Steve Dudek

STEVE DUDEK, Investment Adviser Representative with ING Financial Partners has worked in the retirement planning market for more than 20 years.  Steve has been providing services for corporate retirement plans and their participants.  His focus has been on investments, participant communication and education, as well as the technical aspects of plan design and administration.  A graduate of Temple University, his professional career includes positions at a national consulting firm where he managed retirement programs for banks,mutual funds and insurance companies.  Steve is dedicated to helping corporate and individual clients to pursue their retirement planning goals.

 

Steve Dudek LARAINE BECKMAN, Client Services Manager
Laraine has worked in the financial services industry since 1979. She previously managed Investment Programs for several Community Banks in our area and was a Senior Vice President in the Trust Department for a major Philadelphia Bank. Laraine has held her FINRA Securities registrations since 1999 and has an extensive background in the investment field.
Steve Dudek

THOMAS MORGAN, Operations Director
Tom manages the daily processing, assists on client account services, and coordinates functions associated with the office for Financial Independence Planning, LLC. Tom graduated from Delaware Valley College in 1974 with a BS in Business Administration. Tom is a registered representative with ING Financial Partners and has been associated with Financial Independence Planning, LLC since 1992.

Steve Dudek MICHAEL N GROSSMAN ,CFP®, Investment Adviser Representative with ING Financial Partners has been providing professional financial planning services since 1987 when he received his Certified Financial Planner™ designation. He graduated from the University of South Florida in 1984 with a BA in business. Michael has been an instructor and seminar provider on the topics of Educational Funding and College Financial Aid for over 20 years. He is currently Board Vice President of the Whitemarsh Business Association and President of the Board of Plymouth Swim Club. He is also an active Mason and Shriner for over 10 years.

 

New Financial Independence Planning Team Members

 


ELIZABETH SHAMIR, CFA, CFP, Investment Adviser Representative with ING Financial Partners has over 20 years of experience as an investment professional at progressive levels of responsibility.  Her mission is to help clients build, grow, and protect their wealth.  She started her planning practice in 2005 after having worked as an Equity Research Analyst.  Liz’s has been a Certified Financial Planner since 1993.  In 2002 she became a CFA Charterholder. The Chartered Financial Analyst designation is widely regarded as one of the most rigorous of investment credentials.  Liz graduated from Cornell University with a Bachelor of Science and from Columbia University with a Masters of Business Administration.  Liz is on the board of The Blue Card and is a member of the CFA Society of Philadelphia.

 

 

MICHAEL MENNINGER, CFP, Investment Adviser Representative for ING Financial Partners, attended the US Naval Academy before graduating with a BS degree (Magna Cum Laude) from Long Island University in 1988, majoring in Chemistry, Marine Sciences and Engineering.  Michael has 12 years of environmental engineering consulting experience and corporate financial planning, 12 years of personal financial planning, 2 years as a high school teacher, and also earned his prestigious Certified Financial Planning designation in 2003.  He combines his education and experience to provide a detail-oriented approach to problem solving while assisting his clients with their financial goals and objectives.  Michael prides himself on teaching the fundamentals of financial planning to each of his clients so they fully understand the strategies toward achieving their financial goals.  Michael has also taught informational seminars on the subjects of financial planning and tax planning for CE credits for attorneys and CPAs.

 

 

WAYNE A. CLINE, Registered Representative with ING Financial Partners.  After completing his military obligation in the late sixties, Wayne enrolled in PMC College (now known as Widener University) and graduated with honors in the spring of 1972 with a B.S. in Business Management. After over 20 years in the insurance industry serving as a Group Employee Benefits Underwriter, Wayne transitioned into the financial services field in the mid-ninties joining MetLife Financial Services. He joined the commerce capital markets as an Investment Consultant in 2000 and spent more than 6 years providing investment solutions to commerce bank clients. In 2007, Wayne became affiliated with ING Financial Partners where he continues to provide his clients with financial solutions and excellent service they have come to expect.

 

 

JANET MUSSELMAN, Executive Assistant. Janet is licensed to sell life, health and accident insurance with an emphasis on Long Term Care Insurance. Prior to coming to FIP, Janet spent 30 years in the healthcare industry in the Radiology field.Janet is a graduate of Gwynedd Mercy College with a degree in Allied Health Science/business and graduated summa cum laude.


MARK WREN, MBA, Investment Adviser Representative with ING Financial Partners, has been working in Financial field since 1993. He began his career as a floor trader on the Philadelphia stock exchange where he made markets for public in stock options. He has worked the financial industry in many different capacities over the last decade. His main focus is on income distribution strategies and individual health insurance for clients entering the retirement years. He is graduate of The George Washington University, MBA Finance and International Business Finance. Mark began working with ING Financial Partners in 2007 and has obtained his Series 6, 7, 63, 65, securities registrations and Life & Health Insurance Licenses.

 

HARRIET R. LITZ, Member of American Association of Attorney/CPAs, Investment Adviser Representative with ING Financial Partners, began her career in 1983 as an accountant on Wall Street after graduating Summa Cum Laude from Temple University in Accounting and Finance.  Harriet obtained her law degree in 1993 and has concentrated her law practice on estate planning and administration.  Harriet obtained her FINRA Securities and Investment Advisor registrations in 2011 when she also became licensed to deal in life insurance, all to benefit her clients.
JARED KELLER, Junior Client Services Representative, studied Criminal Justice and Criminology at the University of Maryland and graduated in 2010. Jared currently holds a Series 7 & Series 66 securities registrations as well as a PA Life & and Health Insurance License. Jared is currently enrolled in American College to become a CFP.
JON WANCZYK, Senior Client Services Representative, graduated from the University of Pittsburgh in 2010 with a dual degree in Finance and Marketing. In addition Jon has obtained his Series 7, Series 66, securities registrations and PA Life and Health Insurance licenses.
DEENA BERGER, Marketing and Event Coordinator, graduated from the Pennsylvania State University in 2011 with a B.A. in Psychology and minors in Business and Spanish.

 

 © 2012 Financial Independence Planning,LLC