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Financial Independence Planning, LLCâ„¢

Our Team

Financial Independence Planning, LLC™ is a team of over 20 advisors, many of whom have over 20 years of experience in business and financial planning. The team has $700 million in assets under management. The advisors use an eight-point process that frees up our clients’ time to enjoy all the things in life that are important to them.

It includes an exploration of goals, taxes and investments; charting a plan and reviewing it; and quarterly and annual check-ups. Along the way, the advisors consult with either FIP’s in-house CPAs* and attorneys, or the clients’ CPAs or estate-planning attorneys to tie all financial areas into one complete plan. In addition, the advisors are supported by a well-staffed client services department who follow the FIP process to consistently deliver the highest level of customer satisfaction.

*Accounting and tax services are offered independently by Kopensky LLP and Nead Financial Services and not through Voya Financial Advisors, Inc. Kopensky LLP and Nead Financial Services are not subsidiaries of nor controlled by Voya Financial Advisors.

Our Advisors

Harry Keller, CFP®, ChFC, CLU, MBA

President and Founder - Investment Adviser Representative with Voya Financial Advisors

Harry founded Financial Independence Planning, LLC in 1995. After graduation, Harry joined Arthur Anderson in the tax department. He earned his CPA in 1979. In 1995, Harry founded a comprehensive financial planning firm which has...
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Barry Blatt

Investment Advisor Representative with Voya Financial Advisors

Barry is an Investment Advisor Representative with Voya Financial Advisors and has been in financial services since 1986 and focuses on retirement planning. Barry received his CPA in 1976 and graduated from Temple University with a BS...

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Carolyn Choh, MBA

Chief Marketing Officer and Investment Adviser Representative with VOYA Financial Advisors

After graduation, Carolyn joined the pharmaceutical industry where she held increasing responsibility in sales and marketing. Carolyn was a global product director at Wyeth and later Vice President at Saatchi & Saatchi. She...
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Steve Dudek, AIF

Investment Adviser Representative with Voya Financial Advisors

Steve Dudek 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...
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Michael N. Grossman, CFP®

Investment Adviser Representative with Voya Financial Advisors

Michael N. Grossman, CFP® 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...
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Keith Hooper, CPA, MS

Sr. Advisor and Business Team Leader

Keith is an Investment Adviser Representative with Voya Financial Advisors 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...
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Jared Keller, CFP®

Investment Adviser Representative with Voya Financial Advisors

Jared Keller, CFP®, studied Criminal Justice and Criminology at the University of Maryland and graduated in 2010. Jared currently holds a Series 7 & Series 66 securities registrations, CFP® as well as a PA Life & and Health...
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Glenn J. Kopensky CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors

Glenn J. Kopensky CPA, CFP® 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...

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Harriet R. Litz Member of American Association of Attorney/CPAs

Investment Adviser Representative with Voya Financial Advisors

Harriet R. Litz, 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...
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Thomas G. Malkoch CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors

Thomas G. Malkoch CPA, CFP® 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...

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Vito Martutartus Financial Advisor

Investment Adviser Representative with Voya Financial Advisors

Vito has 25 years of prior experience in corporate sales and promotions. In 2011, Vito made the decision to transition this experience and knowledge to a career in financial planning. Vito’s focus is on retirement and investment...
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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...
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Randolph G. Nead M.S., CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors

Randolph G. Nead M.S., CPA, CFP® has been providing financial services to individuals and small businesses since 1986, focusing on Group and Individual Life, Health, Disability and Long Term Care Insurance, Qualified and...

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Fred Shocket CFP®, MA

Investment Adviser Representative with Voya Financial Advisors

Fred Shocket CFP®, MA 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...

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Ken Souder CFP®

Investment Adviser Representative with Voya Financial Advisors

Ken Souder CFP® 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,...

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