Our Team

Peter Succoso

Managing Representative

(302) 235-1284

psuccoso@sherpafinancial.com

Jeffrey M. Kropp CFF, RFC^®

Investment Advisor Representative

(610) 624-1665

jkropp@sherpafinancial.com

Phillip Chen, CFP, ChFC, CLU, MSFS

Investment Advisor Representative

(610) 666-5968

pjchen@sherpafinancial.com

Peter J. Seelaus, CLU, ChFC

Investment Advisor Representative

(610) 295-1352

pseelaus@sherpafinancial.com

David L'erario

Investment Advisor Representative

(610) 889-1640 ext 117

dlerario@woodburyfinancial.net

Liz Herman

Investment Advisor Representative

215-272-6431

eherman@sherpafinancial.com

Susan Lacy

Client Service Associate

(302) 595-9080

slacy@sherpafinancial.com

Greg Korngut

Financial Analyst

(302) 426-2213

gkorngut@sherpafinancial.com

PJ Succoso

Client Service Associate

(302) 239-2136

pjsuccoso@sherpafinancial.com

Jacqueline Gutierrez

Client Service Associate

302-235-1284

302-235-1284

jgutierrez@sherpafinancial.com

Scott Chapin

Investment Advisor Representative

(610) 517-3725

schapin@sherpafinancial.com

Michelle Dumler

Client Service Associate

(610) 624-1665

mdumler@sherpafinancial.com