Our Team

Peter Succoso

Managing Representative

(302) 235-1284

psuccoso@sherpafinancial.com

PJ Succoso,

CERTIFIED FINANCIAL PLANNER®

(302) 235-1284

pjsuccoso@sherpafinancial.com

Phillip Chen, CFP®, ChFC, CLU, MSFS

Investment Advisor Representative

(610) 666-5968

pjchen@sherpafinancial.com

Liz Herman

Investment Advisor Representative

215-272-6431

eherman@sherpafinancial.com

Peter J. Seelaus, CLU, ChFC

Investment Advisor Representative

(610) 295-1352

pseelaus@sherpafinancial.com

David L'erario

Investment Advisor Representative

610-716-9228

dlerario@osaicwealth.com

Susan Lacy

Client Service Associate

(302) 235-1284

slacy@sherpafinancial.com

Chris McLaughlin

Client Service Associate

302-235-1284

cmclaughlin@sherpafinancial.com

Scott Chapin

Registered Assistant

(610) 517-3725