Richard H. Rockwell II, CLU, ChFC, Financial Advisor, Managing Partner
 Dick was born on August 1, 1950 in Trenton, New Jersey. In 1973 he graduated with a Bachelors of Science degree in Education from Kutztown State College in Pennsylvania.
Following graduation, Dick began his insurance career with Provident Mutual as an agent based in Wilmington, Delaware, and was named "Rookie of the Year." Dick joined Continental American's Wilmington agency in 1974 and New England Financial in 1977. Dick has earned numerous industry honors in Sales and Agency Management. He was a Star Producer in his first year with New England and received the Agency Sales Manager award in 1985 and 1986. He was appointed agency supervisor in 1979 and Co-Managing Partner in 1987. Dick became sole managing partner in 1990 when his father retired. In 2004, Dick joined Penn Mutual Life Insurance Company as Managing Director of the Wilmington office.
Dick is a past board member of the Life Underwriters Association, he is a member of the University and Whist Club of Wilmington, the local chapter of NAIFA, GAMA, the Wilmington Rotary Club and the Greenville Country Club, and was secretary of executive board, Better Business Bureau. Dick is married to his wife, Christine, and has one son, Richard Rockwell III.
Richard H. Rockwell II is a Registered Representative of HTK.
Anthony Alfieri, CPA  , Financial Advisor
Anthony Alfieri joined Rockwell Associates in the summer of 2000 after a five year career with local accounting firm Belfint, Lyons & Shuman. As a Certified Public Accountant, Anthony provided tax, accounting, and investment services to individuals and corporations. While performing these services, he realized there was a need for a tax expert in the financial services market. After meeting with Dick Rockwell, Anthony decided to take the opportunity to use the knowledge he had previously gained and apply that to the financial services market in order to offer his clients a complete solution to their financial services needs.
Anthony grew up in North Wilmington where he attended St. Mary Magdalen grade school, Brandywine High School and the University of Delaware. In 1996, Anthony received a Bachelors of Science degree in Accounting with a minor in Economics. He joined Belfint, Lyons & Shuman, PA while completing his final class at the University of Delaware. In May of 1997, Anthony received a Certified Public Accountant certificate from the State of Delaware. He was later promoted to In-Charge Accountant where his responsibilities included managing various types of engagements such as Non-Profit Auditing, Construction Accounting, Tax Preparation and Financial Planning.
Anthony continues to address the ever-changing needs of the people around him. He has expanded his business focus to include the growing retired population's estate and retirement planning needs, small companies' business continuation and compensation requirements and individual families' protection and wealth accumulation needs. Anthony's proficiency in the tax, estate and investment arena is a tremendous asset to his clients.
As a lifelong Delaware resident, Anthony enjoys being involved with the community and actively participates in organizations that provide significant benefit to the community. As a member of the finance committee for the Ministry of Caring, he is able to assist the organization in their mission to serve poor and homeless people in and around Wilmington. Anthony is also an active member of the Delaware Contractors Association. He was chairman of the Young Executives Committee for two years and continues to be involved in their largest fundraising event and membership committee.
*Anthony Alfieri is a registered Representative of HTK.
Jeffery T. Bonifacino,  Financial Strategist
Jeff has been involved in the financial services business since 1983. In his first year with Rockwell Associates, he was Rookie of the Year. Starting in his second year, he was Top Producer for two years, and has since been in the Top Five Leaders for production. He has been a top producer of 401K sales. As a life member of the top producers, Jeff showed that through hard work and an unparalleled commitment of service to his clients, one can be extremely successful in the industry. He was recently awarded the 5 Star Wealth Advisor by Philadelphia Magazine for 2009.
As a mentor at Rockwell Associates, Jeff has helped to build the success of a 45 year old organization. He helps train and motivate new associates coming into the company. Jeff is dedicated to building the organization as well as being committed to helping his clients achieve their dreams and objectives.
To launch his career, Jeff pledged himself to 15-hour days, five days a week, for over five years. Through consistent effort and a reputation for outstanding service, he has built a solid client base and has expanded his business through references from satisfied clients.
Jeff works closely with people in developing personalized strategies dealing with: analyzing retirement funding needs, analyzing college funding needs, maximizing and understanding one's employee benefit package, systematic savings/investment strategies, business continuation and estate planning, 401K plans and non qualified deferred compensation. Jeff also helps parents with high school students find additional money for college through his affiliation with 123 College.com.
As well as appearing on local television Channel 2 "Financially Speaking" as a guest speaker, Jeff has also conducted seminars at a local bank. Several years ago Jeff was involved in a serious accident and has made a full recovery. His first-hand knowledge of what it takes has helped him to counsel and motivate others who have suffered a similar fate.
Jeff is a member of NAIFA - National Association of Insurance and Financial Advisors. He is also a qualifying member of MDRT - Million Dollar Round Table, Court of the Table.
Jeff lives in Hockessin with his wife Sharon and daughter Jordan. He enjoys golfing, skiing, and boating.
The 5 Star award is not indicative
of the wealth manager's future performance.
The overall evaluation score of a
wealth manager reflects an average
of all respondents and may not be
representative of any one client's
evaluation.
For more information on the FIVE STAR
Award and the research/selection methodology
go to www.fivestarprofessional.com.
Please visit Jeff's web site at: http://www.jeffbonifacino.pfyfn.com/
*Jeffery Bonifacino is a Registered Representative of HTK.
Joseph Campagna,  Financial
Representative
Joseph was born and raised in Southern
New Jersey and now resides there in
Haddonfield. Joseph attended Bishop
Eustace Preparatory High School where
he was captain of the football team
and led them to the state playoffs while
earning All-Parochial Honorable Mention
as linebacker. His love for the game
of football led him to attend Widener
University where he played two years.
During his college years Joseph was
a member of the Kappa Sigma Fraternity
and served as Grand Master of Ceremonies
and Grand Scribe. Community service
played a vital role in his education
donating countless hours at The Special
Olympics for Kids and the Adopt-A-Highway
Program. In May 2002 Joseph graduated
with his Bachelor of Science Degree
in Business Administration with a concentration
in Sports Management.
Before joining Rockwell Associates
in June 2011, Joseph worked as a Financial
Analyst for Boeing’s Integrated
Defense System in Ridley, PA. There
he worked alongside the Government
in procuring and negotiating contracts
for the CH-47 and V-22 Programs which
still to this day plays a vital role
in supporting the war fighter in the
Middle East. For his work Joseph received
an award for his contribution to the
CH-47 Multi-Year Program. Wanting
to be more involved with people but
still staying in the Financial Arena
Joseph found the perfect fit at Rockwell
Associates where he specializes in
Retirement Planning and Insurance
Planning and utilizes a macro-managing
philosophy when dealing with a client’s
financial life. Joseph currently holds
a Life and Health Insurance License.
Fitness and overall health is a passion
and lifestyle Joseph practices in
his everyday life and enjoys weight-lifting
and personal training many of his
friends and family. Always up for
a new challenge Josephs’ new
goal is to achieve his black belt
in the Kenpo style of Karate. Joseph
owes all his success to the loving
support of family and friends and
believes true happiness stems from
this support.
C. Laura Crean, ChFC, CLU,
CASL, Financial Advisor
 Joining the Rockwell Associates team in 1986, Laura has been dedicated to her clients from the start. Her philosophy of educating her clients about financial matters mirrors that of the organization. Helping clients to articulate financial objectives is the first step in establishing a working relationship. Laura then presents options available to enable her clients to achieve those goals with the utmost consideration given to the individual characteristics of each case. This proven approach has enabled her clients to implement financial strategies to suit current needs, with flexibility to accommodate life changes.
Rockwell Associates, established in 1965, has a reputation in the community of integrity and professionalism. With her commitment to services and pursuit of excellence, Laura continues to be integral to the success of the firm.
Laura's work includes concentration in:
- Lump Sum distributions from employer pension/retirement plans Retirement funding
- College funding
- Maximizing one's employee benefit package
- Systematic investment strategies
- Insurance analysis: life & disability
- Estate planning
*Laura Crean is a Registered Representative of HTK.
Ryan J. Davis, Financial Strategist 
Ryan Davis joined Rockwell Associates
as a Financial Advisor with a practice
concentration in the areas of business
succession, estate and retirement planning,
life insurance and college savings.
Prior to this appointment, Davis held
a leadership position with his family-owned
business, Four Acres Trailer Sales,
a fourth generation, Wilmington-based
company and largest dealer in Delaware.
In addition to his work with the family
business Ryan co-founded a real estate
holding company in 2005, Miles Development,
LLC. Miles Development strategically
acquired properties and investments
to achieve its goal of a diversified
real estate portfolio with strong client
services.
A lifelong Delawarean, Ryan attended
Middletown High School. Also a graduate
of Wilmington University, Davis earned
a Masters degree in Business Management
and received his Bachelors degree in
Criminal Justice. Ryan holds his FINRA
6 and 63 registrations as well as life
and health designations for the state
of Delaware. Davis is a long time member
of the Odessa Fire Company, where he
achieved the rank of Captain. Additionally
he is a member of Ducks Unlimited, serving
on the conservation committee of the
Appoquinimick chapter. Ryan and
his wife Laura, a nurse at Christiana
Hospital, reside in Odessa with their
sons Connor and Ty. In his spare
time he enjoys boating, skiing, hunting,
and the Boston Red Sox.
*Ryan J. Davis is a Registered Representative of HTK
Kristine E. D’Orazio,
Financial Strategist 
Kristine D’Orazio has been a
lifelong resident of the state of Delaware.
She grew up in Hockessin and attended
Alexis I. du Pont High School where
she was a squad leader of the most televised
high school marching band in America.
She later attended the University of
Delaware where she earned a Bachelor
of Science degree in Finance with a
minor in Economics.
Kristine chose to work with Rockwell
Associates as a Financial Advisor to
help people reach financial success.
She understands the importance of educating
her clients on their current savings
and investments plan and how it can
be adjusted to help make their financial
goals and dreams reality.
Kristine offers advice and services
involving: savings and retirement plans,
college funding, 401K plans, life and
disability insurance, and tax advantaged
investments. Kristine currently holds
a life and health insurance license
and enjoys playing music, rooting for
Philadelphia sports teams, and caring
for her Boston Terrier, Raven.
*Kristine E. D’Orazio is a Registered Representative of HTK
Randy Glick, Financial Advisor
 Randy
joined Rockwell Associates as a Financial
Strategist. He came from Morgan Stanley
Smith Barney, where, as a stockbroker,
he sold investment products. He was
born and raised in Irvington, NJ where
he played basketball and baseball from
Little League through high school. Randy
attended Rutgers University in New Brunswick
NJ, where he obtained a Bachelor’s
degree in Biology and Economics. He
taught math and science in middle schools
in northern NJ, obtaining a Master’s
Degree in Education along the way.
But the corporate world called, and
Randy went to work for Merck & Co.
as a Pharmaceutical Sales Representative
in Southern NJ in 1982. He moved up
the corporate ladder as Sales Trainer
and District Sales Manager. In 1987,
Randy came to Wilmington in a managerial
role at Stuart Pharmaceuticals (now
AstraZeneca), and again moved into positions
of increasing authority.
In 1994, Randy’s entrepreneurial
spirit led him to leave AstraZeneca
to open up the first Manhattan Bagel
franchise in Delaware, on Concord Pike.
His bagel business grew over six years
to $1.5 million in sales and three stores.
In 2000, Randy sold his business and
returned to AstraZeneca in a Marketing
role until his early retirement in 2007.
From then until his joining Morgan Stanley
Smith Barney, Randy had several contract
consulting positions to the pharmaceutical
industry.
Randy’s move to Rockwell Associates
was based on his desire to help people
reach financial success, however they
define it, beyond just purchasing investment
products. Using a unique proprietary
planning model, Randy is now in a position
to provide his clients with a complete
solution to their financial needs. He
currently works with individuals and
families in developing strategies to
increase and improve their protection,
cash flow, and long-term wealth.
Randy and his wife Susan, a Delaware
native, live in North Wilmington with
their two children and two rescue dogs,
Toby and Calvin. In his spare time,
Randy enjoys running with the dogs,
traveling, and cooking.
*Randy Glick is a
Registered Representative of HTK.
Dawn L. Green, Financial
Advisor
 Dawn
was born and raised in Philadelphia,
Pennsylvania and graduated from G.
W. Carver Engineering and Science
High School. She attended Temple University
and received a bachelors degree in
Mechanical Engineering. Upon completing
a one-year Management Associate Program
at Amtrak, she decided to pursue a
graduate degree at Drexel University,
where she received a Masters degree
in Engineering Management with a concentration
in Technical Marketing. Upon completion
of her degree, she began at DuPont
in the Field Marketing program. Dawn
was afforded the opportunity to work
in several capacities within multiple
businesses while at DuPont, including
assignments as a technical developmental
engineer, a product line manager,
and global business analyst.
After leaving DuPont, she leveraged
her expertise and experience into
a marketing consulting role where
she has had the opportunity to provide
marketing strategy development and
collateral design for small, medium
size businesses and non-profit organizations.
Currently, Dawn is a licensed Life
and Health insurance representative
and holds Series 6 and Series 63 designations.
Dawn is married to Marcus Green.
As a result of their blessed union,
they have two beautiful children,
Leah and Jeremiah. Dawn has a passion
for family, fitness, finances and
reading. She has been actively involved
in the childrens ministries and women
ministries at her church and has frequently
acted as a financial counselor for
people in need of her blend of expertise,
vibrancy, and practicality. She currently
serves on the Executive Board of Iron
Sharpens Iron.
*Dawn L. Green
is a Registered Representative of
HTK.
Richard F. Hewitt, Financial
Advisor
Richard graduated from Sussex Central High School in his hometown of Georgetown, DE in 1978. He attended Fork Union Military Academy Prep in 1978-1979 and graduated from Virginia Military Institute in Lexington, Virginia in 1984. Richard, a lifelong resident of Delaware, moved to Wilmington in 1984. His mother, Helen still resides in Georgetown, DE.
Richard has been in the financial services
industry since 1984. He was the
Rockwell Associates Rookie of the Year
in 1985, is a lifetime member of the
NEF Leaders Association, and has won
the Pacesetter Award with Rockwell Associates
from 1985 to the present. Since
joining HTK in 2004, he has qualified
for Leaders five times and the Chairmans
Club.
Richard's professional services are
as follows:
- Individual Retirement Planning
- Business Retirement Planning
- Education Planning
- Estate Planning
- Tax Advantaged Investments
- Life and Disability Insurance
- Long Term Care Insurance
Richard is a member of the VMI Keydet Club Board of Governors, Endows an Athletic Scholarship for VMI, member of the West Virginia Mountaineer Athletic Club and a member of the University and Whist Club.
Richard Hewitt is a Registered Representative of HTK
*Richard Hewitt is a Registered Representative of HTK
Nicholas Hoeschel, Financial
Strategist
A Delaware native, raised in Hockessin,
Nicholas Hoeschel decided at the age
of six that he wanted to have a career
in financial services. To that end,
through high school he worked in the
finance area of the banking industry.
Upon graduation from Charter School
of Wilmington Nick became a Finance
Major at the University of Delaware.
Throughout college Nick interned at
several financial advisory firms,
solidifying his determination to launch
his own financial services practice
upon graduation.
Joining Rockwell Associates in 2009
was the next step in achieving that
goal. Nick’s practice is built
on helping clients identify and prioritize
their financial objectives . The next
step is strategizing with clients
to develop plans to work toward meeting
those objectives. There is an emphasis
on educating clients about the various
insurance and investment options and
how each may best suit the individual
situation.
Nick is active in the community, volunteering
as a mentor at The Garage Youth Center
in Kennett Square, PA. He is a member
of the Committee of 100, the Society
of Financial Services Professionals
and has a role as an ambassador for
the Delaware State Chamber of Commerce.
Nick enjoys playing golf, kayaking,
mountain biking and snowboarding.
*Nicholas Hoeschel is a Registered Representative of HTK
Carolyn Humphrey, Financial Strategist
 Carolyn grew up in Upstate New York, where she attended Binghamton University, earning a bachelor's degree in Mathematics with a concentration in Computers and Statistics. She began her career serving as a nutrition counselor, corporate recruiter, trainer and coach. During her tenure she grew became a Director with responsibilities encompassing all hiring, training, computer upkeep and troubleshooting, merchandising, store audits and loss prevention.
Carolyn moved into the financial planning field in order to combine her communication and coaching abilities with her analytical skills and background in mathematics. Since joining Rockwell Associates in 2006, Carolyn has earned the FINRA Series 6, 63, 65 and 7 Registrations, and has become a Registered Life and Health / Property and Casualty Insurance Agent.
With the average person living longer, companies scaling back their retirement plans and the many eroding factors that lessen our ability to save for retirement; Carolyn understands the importance of coordinating all of your financial decisions. By cutting out waste, helping to be more tax efficient and helping her clients understand the ripple effect of each financial decision; she is able to help her clients maintain or lower their risk and protecting what they have currently built while helping to build more wealth without having to compromise their lifestyle.
Carolyn and her husband Jerry moved to Delaware in 1993. They both love sports and the great outdoors but mostly they love spending time with family and friends. They volunteer together with the Boys and Girls Clubs and the Delaware Rugby Foundation as well as various other charities. A big advocate of companion animals, Carolyn supports the SPCA and Humane Society, and enjoys spending time with her dogs.
Carolyn Humphrey is a Registered Representative and Investment Advisor Representative of HTK.
Venise C. Kramarski, Financial Strategist
 Building
personal wealth and financial
security is both an art and a
science. To be successful, one
must use a variety of skills in
analyzing potential outcomes,
implementing a strategy and controlling
the desired results. Coordinating
these three steps is an ongoing
and ever-changing process due
to variations in the economic
circumstances surrounding one's
life.
My goal is to provide a more efficient and cost effective approach to building wealth. I use a macro-financial process that focuses on your total financial picture.
I call this macro-financial process of strategic wealth building the Lifetime Economic Acceleration ProcessTM. This process focuses on the strategic positioning and movement of your money. It seeks to improve the effectiveness of your money overtime.
The PS&G Model is a unique and powerful tool for analyzing your present financial situation and developing a new and more dynamic approach. Through the use of the PS&G Model, opportunities for the generation of increased wealth may be possible. The goal is to help achieve additional benefits in the area of wealth building, tax savings, and improved protection management for a more enjoyable financial life.
Company Profile:
I am a licensed Financial Advisor with over 15 years of experience in the Northeast PA., NJ., DE and Southwest Florida. I have worked with individuals and families of all income strata to help solve all different financial issues and problems. My services include Asset Management, Estate Planning, Retirement Planning, Cash Flow Management and Business Planning either through the utilization of one on one meetings or online webinars. I offer products in the areas of Disability Income, Life Insurance, Annuities and Extended Health Care.
Venise C. Kramarski is a Registered Representative of HTK
Josh Phillips, Financial Advisor
Josh Phillips was born and raised in the Bayard Square area of Wilmington. He moved to North Wilmington at the age of five and attended Saint Mary Magdalen, Brandywine High School and the University of Delaware.
Josh joined the Marine Corp Reserve
shortly after high school to help
finance his college education, and
went on to serve for nine years with
MWSS 474 at Willow Grove Naval Air
Station. He graduated from the
University of Delaware in 1998 with
a bachelors degree in Criminal Justice.
After college, he worked at MBNA America,
and then Bank of America after the
merger in 2006.
Josh joined Rockwell Associates in January of 2009 in order to pursue a career which allowed him to work closely with people and make a positive impact on their lives. His main goal is to ensure that not only the needs of his clients are met, but also the needs of their families. Josh holds his FINRA 6 and 63 registrations as well as life and health designations for the state of Delaware.
Josh serves the community as an active member of the Hockessin Volunteer Fire Company. He is also a member of the Delaware Contractors Association, serving both on the Young Executives Committee and as co-chair of the Time Charity. In addition to these organizations, he belongs to the Giuseppe Verdi Lodge # 2457, the National Rifle Association and the U.S. Practical Shooting Association.
*Josh Phillips is a Registered Representative of HTK.
Anthony L. Petruccelli, Financial Strategist
 Born
and raised in Delaware, Anthony attended
Concord High School and the University
of Delaware where he was a member of
the Blue Hens national finals Ice Hockey
Team. After college Anthony spent
10 years in the various aspects of finance
and real estate where his practice grew
every year. With a desire to provide
more for his clients, Anthony felt a
move into Financial Services at Rockwell
Associates was an ideal way to accomplish
holistic, full service financial independence
planning for his clients. He holds
the series 6 and 63 designations and
is a licensed Life and Health Insurance
agent. His specialties include business
planning, investment consultation, health
insurance, group benefits plans, college
funding options, life insurance and
family security planning.
A well-orchestrated financial plan can yield results that far exceed the potential of the individual element within it. I understand the "how" and "why" most people make their financial decisions. The mission is to educate and coach clients on how economics can measure and verify their financial decisions. Our process empowers our clients to make verifiable, well-coordinated, and educated decisions in all areas of their financial life in order to provide for the maximum wealth accumulation and protection.
Anthony and his wife Shana were married at St. Thomas the Apostle Cathedral in April 2007 and
reside in Wilmington, Delaware.
Anthony L. Petruccelli is a registered representative of HTK
R. Brandon Prettyman, Financial Strategist
 Brandon was born and raised in Delaware and attended Caravel Academy where he graduated with Honors. His choice to play college golf led him to MethodistUniversity in Fayetteville North Carolina where he graduated Cum Laude with a Bachelor of Science with concentrations in Business Administration and Professional Golf Management.Brandon was selected to the USA South Athletic Conference All-Academic Team and received the Scholar Athlete Award as well as being elected to the National Business Honor Society and the National Leadership Honor Society.
After college, he decided to use his golf expertise and pursue his love for the game of golf. He ran several different golf facilities before deciding to move into the financial services field where he could combine his passion for teaching others with his enthusiasm for helping people reach their financial goals. After joining Rockwell Associates, Brandon's practice concentration is in the areas of business planning, estate planning, investment consultation, individual retirement planning, and life insurance. Brandon takes pride in developing long lasting relationships with his clients, helping them accomplish their most important financial goals. Brandon currently holds his FINRA Series 6 and 63 registrations as well as being a Registered Life and Health insurance representative.
Brandon is also an active member of the Professional
Golfers Association of America and dedicates
his spare time to growing the game of
golf through teaching. He is also a
member of the PGA's Philadelphia Section
and enjoys growing his practice by combining
his love of golf and his knowledge of
the financial services world . Brandon
enjoys spending time at his church and
giving back to his community. His other
hobbies include offshore fishing, boating,
and spending time at the beach.
*Brandon Prettyman is a Registered Representative of HTK.
Benjamin W. Reed, Financial Strategist
 Benjamin
joined Rockwell Associates after a successful
22 year military career in the United
States Air Force, having traveled the
world as a C5 Flight Engineer, and retiring
from Dover Air Force Base’s 9th Airlift
Squadron. He has a Bachelor’s Degree with Honors from Wilmington University, and is currently pursuing his Master’s in Business Administration.
Ben lives in the Dover area and is very active
in the community; taking time to help
with Caesar Rodney High School programs
and other volunteer work in the area,
especially those related to environmental
programs.
Ben still enjoys travel, Triathlons,
is an avid skier and has a love for
sailing. He’s also a certified
Dive Master.
Ben holds his FINRA 6 and 63 registrations
as well as being licensed in Life and
Health for the state of Delaware.
*Benjamin W. Reed is a Registered Representative of HTK.
Kenneth G. Schlezes, CLU  , Financial Strategist
Ken has been in the insurance and
financial services business with
Rockwell Associates since 1974 and
has held a number of positions with
the firm. He currently works with
individuals in developing strategies
to increase and improve their protection
and money supply by utilizing the
flow of money concept in a cost
efficient and effective manner.
In order to develop appropriate strategies,
Ken uses a visual econometric protection,
savings & growth model (PS&G
Model®). This software is called Wealth
In Motion„ and is unique in the financial
services industry. It allows Ken to
analyze his clients' present financial
position and develop strategies that
can be verified to help maximize one's
financial potential against the eroding
factors that we face today.
Ken was born in Sioux City, Iowa and earned a Bachelors of Science degree in Marketing from the University Notre Dame in 1973. While attending Notre Dame, Ken played football and started at strong safety his junior and senior years. He also returned punts and is a co-record holder for the most individual interceptions in a game (3). In addition, he holds team records for the most team interceptions in a game (7) and most team return yards after interceptions (185.) Post-season bowl games that Ken played in included the Cotton, Orange and Senior Bowls. The Philadelphia Eagles drafted Ken in 1973, but a leg injury ended his career.
Taking an active role in his community, Ken has coached youth sports for 11 years in the Talleyville Softball and Brandywine Little League programs. In addition, he has been a board member of Brandywine Little League, Exploring Division Chair for the Boy Scouts of America, Finance and Administration President of his parish church, President of the Notre Dame Alumni Club of Delaware.
Ken and his wife Peggy were married in 1973 and have 3 children; Andrea, Kyle and Kimberly
*Kenneth Schlezes is a registered Representative of HTK.
Jeffrey
Smith  ,
Financial Strategist
Jeffrey Smith was born and raised
in Marlton, New Jersey. He attended
Kutztown University where he graduated
with a degree in Finance. During
his time at Kutztown University,
Jeff Smith was very active. He was
a treasurer for his Fraternity Sigma
Pi and on several campus boards
including student counsel. He took
his fraternity from the threat of
bankruptcy to becoming very financially
stable in 2 years. After college
he worked in the IT department for
Debshops processing data and database
building.
Jeff is a current member of the
Juvenile diabetes fundraiser team
in South Jersey where he walks every
year and raises money for the cause.
He also volunteers several times
a year at food shelters in South
Jersey.
During his spare time he enjoys
traveling and snowboarding if the
weather is right. Jeff travels to
Vermont annually to ski the east
coasts best mountains. He currently
holds a FINRA Series 6 as well as
being a Registered Life and Health
insurance Representative.
*Jeffrey Smith
is a registered Representative of
HTK.
Marilou Szymanski, JD , Financial Advisor
 Marilou is a graduate of St. Mark's High School, Mount Saint Mary's College (where she graduated magna cum laude in 1977) and Temple University School of Law in 1980. She was admitted to the Delaware Bar in 1980.
Marilou's areas of concentration are:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- College funding strategies
- Retirement funding strategies
- Estate planning
- Business continuation
Marilou is a member of NAIFA, the Society of Financial Service Professionals and the Delaware Bar.
She resides in Wilmington with her husband, Ed, and daughter Erika.
*Marilou Szymanski is a registered Representative of HTK.
Aaron M. Turner, Financial Strategist
 Aaron began his career in the financial services industry in 1997. He joined Rockwell Associates in 2000, and has achieved numerous accolades and professional titles.
He holds the FINRA Series 7, 65, 6, and 63 registrations, as well as being a registered Life and Health, Property and Casualty Insurance agent. During his first few years at Rockwell, Aaron has achieved the status of Star Producer, as well as the prestigious Million Dollar Round Table. He is a member of the National Association of Insurance and Financial Advisors.
Aaron's professional services include:
- Investment consultation
- Individual Retirement planning
- College Funding options
- Life Insurance
- Disability Insurance
- Asset Management*
- Estate planning
- Business Retirement planning
- Health Insurance
Aaron takes pride in the relationships he has with his clients. He enjoys spending the time necessary with each client to develop a thorough understanding of what they are trying to accomplish, in order to help them achieve their financial goals.
Aaron is a lifelong resident of Delaware and currently lives in Newark with his wife, Joyce and their two sons, Stephen and Bradley. Aaron and Joyce are actively involved with their church and Aaron enjoys playing golf at Hartefeld National Golf Club where he is a member.
*Aaron Turner is a Registered Representative of HTK.
 Eric D. Vernacchio, Financial Strategist
Eric was born and raised in Marlton, New Jersey where he attended Cherokee High School. He has been involved in club soccer leagues from a very early age. During which, he spent time volunteering in a program focused on teaching disabled children different soccer skills. Eric is also an active member of the Church of St. Isaac Jogues and enjoys traveling.
Eric graduated Magna Cum Laude at
the University of Delaware earning
bachelors degrees in both Finance
and Marketing. While working
towards his degrees, Eric regularly
tutored peers in Spanish and Math
courses while carrying the responsibilities
of the Alpha Lambda Delta and Beta
Gamma Sigma Honor Societies.
While studying at the University of
Delaware, Eric was fortunate to have
the opportunity to travel around the
world and explore various cultures
such as Argentina, Czech Republic,
England, France, Germany, Ireland,
Italy, Switzerland, and Spain.
Eric brings experience from two other
financial service firms where he interned
while in college before coming to
Rockwell Associates. Eric currently
holds his FINRA Series 6 and 63 registrations
as well as being a Registered Life
and Health insurance representative.
Eric Vernacchio is a Registered Representative of HTK
William J. Wahl III, Financial Strategist
"Bill" was raised in the Hudson Valley region of New York. He attended the Maxwell School at Syracuse University and earned bachelors degrees in economics and finance. Relocating to Wilmington in 1989 he began a very successful career in corporate banking internal finance. His 17 year career included roles as a risk analyst and manager as well as business analyst and financial controller.
In 2006, Bill left the world of corporate finance and began his new career as a Financial Advisor with Edward D Jones & Co. He quickly adapted to his new role, by applying his unique experience as a risk and budget analyst. He began gaining clients by educating them to the importance of understanding the inherent risks of investing and managing those risks through asset allocation, diversification, and the selection of quality investments held in a long term strategy.
Bill believes that it is essential to fully understand a client's needs and objectives before making any recommendations. Through a collaborative approach, and working face to face with clients he helps them define there financial goals and objectives, and design personalized investment portfolios to achieve them.
Joining Rockwell Associates in 2009 has allowed Bill to broaden the scale of financial services and products he can provide to clients. These include a wider range of Life and Heath insurance products as well as property and casualty insurance options. which are essential pieces to complete financial planning.
Bill takes pride in sharing his knowledge and experience with the local community through his work as a volunteer instructor with the Delaware Money School, where he teaches free seminars on a variety of financial topics.
Bill resides in Wilmington with his wife Mary and son Sam.
*Bill Wahl is a Registered Representative of HTK.
Licenses:
FINRA Series 7, Series 66
Life & Health Insurance (DE, PA, MD, and NY) |
