Financial Independence Planning, LLC™
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.

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Our Advisors

Alexander Roe

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 become Financial Independence Planning, LLCTM. Since then, Harry has conducted numerous financial planning seminars for clients and trained over a hundred representatives. He has received numerous awards for leadership and for client services. In addition, Harry has extensive tax and financial services training. In addition to being a Certified Financial Planner (CFP®), Harry 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.

Carolyn Choh

Carolyn Choh, MBA is an Investment Adviser Representative with Voya Financial Advisors.

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 transitioned her experience into teaching pharmaceutical marketing and was a professor at Saint Joseph’s University for over 10 years prior to joining the FIP team. Carolyn is committed to the importance of life-long education. Carolyn has conducted financial education seminars focused on the topics of financial planning around life events: “What to do When a Loved one or Spouse Passes” and “6 Steps when Faced with a Corporate or Life Transition”. She is also planning a series of workshops for women, “Fabulous after Fifty – a Focus on Physical and Financial Health”.

Carolyn also has Life, Health and Disability insurance licenses with the State of PA. Carolyn has her BA in Biochemistry/Asian Studies and an MBA from Cornell University.

STEVE DUDEK

STEVE DUDEK, AIF

Investment Adviser Representative with Voya Financial Advisors 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.

MICHAEL N GROSSMAN

MICHAEL N GROSSMAN CFP®

Investment Adviser Representative with Voya Financial Advisors 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.

Alexander Roe

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 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.

Alexander Roe

JARED KELLER, CFP®

Investment Adviser Representative with Voya Financial Advisors, 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

Alexander Roe

GLENN J. KOPENSKY CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors 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.

Alexander Roe

HARRIET R. LITZ Member of American Association of Attorney/CPAs

Investment Adviser Representative with Voya Financial Advisors, 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.

Alexander Roe

THOMAS G. MALKOCH CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors 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.

Alexander Roe

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 planning. He has obtained series 6, 63, 65 securities registrations and Life and Health Insurance License. Vito is a graduate of Kutztown University with a degree in Accounting.

Alexander Roe

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 Voya Financial Advisors and has been associated with Financial Independence Planning, LLC since 1992.

Alexander Roe

RANDOLPH G. NEAD M.S., CPA, CFP®

Investment Adviser Representative with Voya Financial Advisors 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 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.

 
ELIZABETH SHAMIR

ELIZABETH SHAMIR CFA, CFP

Investment Adviser Representative with Voya Financial Advisors 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.

FRED SHOCKET

FRED SHOCKET CFP®, MA

Investment Adviser Representative with Voya Financial Advisors 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 Voya Financial Advisors 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 strategies. Ken achieved the designation of Certified Financial Planner™ in 1999.

 

 

*All accounting and tax services are provided by Kopensky, LLP which is not affiliated with Voya Financial Advisors.