Our Partners
Investment Advisor Representative As the Managing Representative and an Investment Advisor Representative, Peter has earned the reputation of being an honest and forthright advisor and visionary. Peter formed Sherpa Financial as a comprehensive financial advisory practice with a foundation of sound and diligent guidance. Peter brings his extensive experience in investment management, human relations, and strategic planning including certification in ‘The Balanced Scorecard Process’ to the financial planning process. Having held management positions in the Trust Departments of major banks, including the Wilmington Trust Company as Senior Vice President and Chief Investment Officer overseeing $11 billion of client advisory assets, Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm. This guidance, the true mission of Sherpa Financial, is the vision of Peter’s in assisting clients in all phases of their financial lives by combining a team of investment and insurance professionals with over 200 combined years of experience. Peter holds a BA from Brooklyn College of the City University of New York and has spent most of his 30+ year business career in the investment management industry overseeing research, capital markets trading, and separate account management. He has been an active member in the Wilmington, DE community since 1987 serving as a board member for a number of civic, school and religious organizations including the Hockessin Montessori School, Ramsey Ridge Service Corporation and St. Mary of the Assumption parish.. Peter and his wife Gerry truly enjoy the community that provides the surroundings of their love for outdoor activities. They’ve three children who are following in their father’s footsteps; Ross, a Financial Analyst; Kara an Investment Banking Associate; and PJ, an Eagle Scout and Economics major at Franklin and Marshall College.
Investment Advisor Representative Peter is an independent financial planner with 23 years of experience in the Delaware Valley. As a financial services professional, educator and speaker, Peter’s credentials include the Chartered Financial Consultant (ChFC) designation. Peter takes a holistic approach to retirement planning that includes Life Planning. Life Planning combines a thorough understanding of the client’s life goals, with the creation of a financial plan and its implementation, allowing individuals and families to plan their retirement years based on their life’s goals and aspirations, and on how money serves those goals. Peter’s ideal client is goal oriented, advisor receptive, and would like ongoing, professional advice. As he states, “My clients are good at what they do, and also know what it is that they are not good at. They appreciate being understood deeply, and they listen well. They want a relationship with a professional advisor who is caring, attentive, and experienced in guiding multi-generational family financial issues. And, they appreciate working as a team in order to "get it right.” Peter also facilitates focused, educational retirement planning courses intended to empower individuals and families to make better choices regarding their current and future financial issues. Peter lives in West Grove, PA and is devoted to his family including his wife Edel and his three sons. When Peter does take time for himself he enjoys biking, tennis, and loves singing as a tenor soloist in the West Grove United Methodist Church. Phillip Chen, CFP, ChFC, CLU, MSFS Investment Advisor Representative After graduating from Fudan University in Shanghai, P.R. China, Phillip departed his homeland in 1991 to pursue a doctorate in Molecular Biology in the US. At that time, the world he left behind had an undeveloped stock market and almost no insurance industry. The world he entered was another story—a sophisticated, evolving, and increasingly complicated marketplace. Fascinated by these new opportunities, Phillip decided to make a radical change---entering the growing field of financial services. He started his financial services career in 1993 with New York Life as an agent quickly becoming one of the top advisors at Eagle Strategy, New York Life’s RIA subsidiary. Phillip holds several professional designations and a degree in the financial planning field including the Certification in Financial Planning (CFP). He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), and holds a Master of Financial Services (MSFS). In order to serve his clients with unbiased advice, Phillip Chen founded J. Lion Financial Group in 2000, a premier independent financial advisory firm in the metropolitan Philadelphia area. In 2010, J. Lion Financial Group joined forces with other like-minded professionals to be part of Sherpa Financial to provide comprehensive solutions to clients’ ever increasing financial and related personal needs. "I value getting to know our clients and their unique situations. The most rewarding part of my job is cultivating these relationships and helping people achieve the goals they've envisioned." And Phillip further clarifies his work’s mission as the ability to provide clients from around the world long-term, value-added financial counsel and investment management with exceptional service. Phillip is a member of the Financial Planning Association and Estate Planning Council of Montgomery County where he resides with his wife Melina and their daughter Alisa. On the rare occasion he has leisure time, he enjoys travelling and reading. Charles A. Wilfong, MBA, CFP Investment Advisor Representative Since 1991, Charles has helped individual investors with their investment planning needs. Charles has considerable training and experience in analyzing individual financial situations and recommending a plan of action to help investors meet their short and long- term investment goals. Investment philosophies are dynamic and ever changing. With an extensive and thorough working knowledge of stocks, mutual funds, fixed income securities, insurance and annuities, Charles analyzes current trends as they unfold for a dynamic approach to financial planning. Charles grew up in the Torresdale section of Philadelphia and graduated from Father Judge High School. He then earned both a Bachelor of Science degree and a Masters in Business Administration from Philadelphia University. Charles has worked as a manager, controller and Chief Financial Officer for several large US companies, including Marriott International, Canteen Service Co., UCH Venture Capital and Morgan Stanley. Charles has earned his Certification in Financial Planning and works diligently with clients to identify their most important financial goals and establish a sound program to accomplish those goals. In addition to having immediate access to Woodbury Financial’s extensive global research capabilities, Charles also has access to a strong network of analysts in the equity, bond, and economic arena, as well as tax and retirement planning specialist. These resources allow him to assist investors in making the most informed investment decisions. Charles and his wife Ann reside in the Kimberton area of Chester Country and have four sons. When Charles is not helping clients he enjoys tournament fishing, reading and traveling.
Investment Advisor Representative John has been in the financial services industry since graduating from the Wharton Business School at the University of Pennsylvania where he received his MBA. John’s practice specializes in seniors and retirees who are attempting to maximize their discretionary income with eventual distribution to their beneficiaries. As an Investment Advisor Representative of Woodbury Financial Services, Inc. John represents his clients on a fee for advice and services provided. John has had significant personal investment experience with real estate that has been especially helpful to individuals concerned with management responsibilities and opportunities presented by individually owned real estate, on both the buying and selling sides. John has been active in the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals and maintains all licenses needed for general securities, alternative investments and insurance products. He has been active in several local associations including the Presidency of North Wayne Protective Association (NWPA), Main Line Chamber of Commerce and his church - St. Luke Lutheran of Devon. John is a charter member of the Wayne Train Station Historical Preservation Association which obtained the original funding for the restoration of the Wayne Train Station and its historical designation, which has lead to its recent modernization. When he does find some spare time he enjoys tennis at Martin’s Dam club and his summer home in Ocean City NJ. He resides in Wayne with his wife Carol where they’re enjoying their three grown children and five grandchildren. John’s two sons, Chris and Carter are successful financial services associates themselves. Pete Seelaus Investment Advisor Representative Pete specializes in advising business owners and their families on insurance and financial services matters and has done so for more than 20 years. He has an extensive background in the complicated world of corporate benefits and retirements plans. His experience encompasses all aspects of employee benefits including plan analysis, plan design, and implementation. Pete has developed a particular expertise in the 401(k) and Qualified Retirement Plan arena. His practice specializes in providing the most prudent solutions and then servicing those retirement and employee benefit plans, ultimately building lasting relationships between business owners and their employees. Pete grew up in Delaware County as a member of a large family. He attended Temple University where he played soccer and earned a Bachelor of Science Degree in Finance. He has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Professional memberships include the Philadelphia, Chester and Delaware County Estate Planning Councils, the Society of Financial Service Professionals and the 401(k) Coach Organization. A devoted family man, Pete is married to this wife Kai, they have 3 children Maie, Ryan and Erika and of course his most treasured time out of the office is spending time with them. A resident of West Chester, Pete is active in his family’s church, Calvary Lutheran as well as the West Chester United Soccer Club and Wedgewood Swim Clubs. Joe Super Registered Representative Joe Super is a Philadelphia native having attended South Philadelphia High School and Drexel University where at Drexel he earned his Bachelor of Science degree in Finance. Joe then furthered his education in finance while attending the University of San Francisco Graduate School of Business. Joe began his career in finance with the National Association of Securities Dealers, now known as FINRA as an Assistant District Director in PA, DE & WV. After 8 years of service at the NASD/FINRA, he entered the insurance and investment industry as a licensed representative with Penn Mutual in Horsham, PA where he spent 30 years building and servicing a client base that is still working with him to this day. Joe is also a certified skiing instructor and enjoys golf, tennis and the Jersey shore. He currently resides in Skippack Village near Collegeville, PA. David Lerario Investment Advisor Representative David joined our firm in 2011 were he felt he would be free to provide the type of customer service he felt his clients deserved. As an Investment Advisor Representative with over 29 years experience, David believes success should be measured not just by your financial well-being, but how confident you feel about your future. A native of Philadelphia and a graduate of Bishop Neuman High School, David earned a double major in Behavioral Science and Business Management from Widener University. Active in several Varsity Sports and Captain of the Widener Lacrosse Team, David now coaches the Drexel University Lacrosse Club. David has also coached in the basketball and lacrosse programs in Nether Providence Athletic Association over the last 15 years. David resides in Wallingingford PA, and in Stone Harbor NJ with his wife Mary and daughter Rachel and son Michael. When he’s not in the office or devising a new team strategy, David enjoys boating and fishing at the jersey shore.
K. Lynn Cerenzio Investment Advisor Representative K. Lynn brings a wealth of knowledge to her clients for sound advice. Her comprehensive approach to financial planning reaches far beyond the typical sales driven model of the brokerage and investment houses and insurance agencies. She began her independent practice in 2001 with a vision of differentiating herself from other financial service providers and at the core of her practice is a comprehensive investment due diligence process. K. Lynn believes in thorough up-front as well as on-going investment suitability and performance tailored to the client’s specific needs. K. Lynn holds a strong conviction in Benjamin Franklin’s belief that “An Investment in Knowledge Always Pays the Best Interest”. So whether she’s working with individuals or in an employer sponsored workplace environment for group benefits, her penchant for education is key to her success. Outside of work, she’s lent her knowledge and business expertise by serving on the board of her local Planned Giving Council and Leave a Legacy Committee. Her prior experience in the financial services industry has included serving as a Senior Investment Officer for several regional banks and investment companies. She worked in investment product design and market development at AFDI, the investment products arm of Allstate Insurance Company. And she successfully ran the mutual fund group for Marquis Investments, the brokerage subsidiary of First Commerce Corporation, now part of JP Morgan. Before joining Marquis, K. Lynn was a financial consultant in the commercial banking segment of Premier Bank and because of her professional and innovative client solutions, was quickly promoted to Regional Manager. She began her investment career in 1989 while serving in an internship role for American Express Financial Advisors. During that time she completed her Bachelor of Science Degree in Finance and throughout her career has earned and maintained the required NASD/FINRA and insurance licenses appropriate to her areas of practice.
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John Devol, CLU
