Cherry Hill Office
1800 Chapel Ave West, Suite 200
Cherry Hill, New Jersey 08002
856.488.2806
Radnor Office
150 North Radnor Chester Road
Radnor, PA 19087
Philadelphia Office
2005 Market St #4
Philadelphia, PA 19103
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Our People

The greatest asset of any organization, large or small is its people. We are no different. We have an incredible, experienced and dedicated staff of professionals both locally and nationally. We work in collaboration each sharing our strengths, while collectively moving your financial situation forward. 



Please take a moment to learn more about our team.


 

Nick H. Meyers, CFP®, AEP, CBEC

Partner & Wealth Strategist

Phone

ph: 856.488.2806
mobile: 856.261.7050
fax: 856.488.8476

Email Address

Nick.Meyers@WealthPilotFinancial.com

As the Founder of WealthPilot Financial (WPF), Nick has spent his entire professional career working to empower clients to achieve their ideal future, while operating within their means regardless of the economic climate. With over 35 years of experience as a Wealth Strategist, his in-depth knowledge and track record has helped earn him a reputation as the advisor of choice to established business owners, professionals and key executives across the country. Nick has published several articles over the years on financial, estate and charitable planning in both trade and specialty publications, and has been quoted in the Wall Street Journal. He is a regular guest lecturer on personal finance in the Life Strategies course (ENTP 299) at the Close School of Entrepreneurship, Drexel University.

Nick earned a Bachelor of Science degree in Business Administration from The American University in Washington, D.C. He earned his CERTIFIED FINANCIAL PLANNER™ Certification from the College of Financial Planning. Nick also gained admittance to the Registry of Financial Planning Practitioners, which is considered by some to be one of the industry’s most elite accomplishments. In 1995, this professional certification was transferred to the Certified Financial Planners’ Board of Standards. He also obtained the designation of Accredited Estate Planner from the National Association of Estate Planners & Councils and the designation of Certified Business Exit Consultant™, from Pinnacle Equity Solutions.

Nick is a charter and life member of Lincoln Financial Advisors Resource Group, which is an elite achievement that places him in the company of two hundred of Lincoln Financial Advisors’ planners nationwide, distinguished for their continuous practice growth and overall industry achievement. He serves on numerous committees within The Resource Group. The Resurce Group is an invitation-only nationwide network of the top 200 planners withn Lincoln Financial Advisors.  He is a member of the Estate and Financial Planning Council of Southern New Jersey and was a Charter member of the Delaware Valley Society of the Institute of CFPs.

Nick and his wife, Marci, live in Voorhees, New Jersey and have one son, Stuart, a performing artist.

 

Philip R. Stern, CPA*, CFP®, CRPC®
, MBA

Partner & Wealth Strategist


Phone

ph: 856.488.2836
mobile: 215.530.1744

Email Address

Philip.Stern@WealthPilotFinancial.com

Philip R. Stern is a Wealth Strategist affiliated with WealthPilot Financial (WPF). With over 24 years of experience assisting clients in the application and implementation of their financial plans, he is an integral member of WPF’s multi-faceted team. He works in concert with Founder, Nick Meyers and is responsible for ensuring the successful integration of the proprietary Financial Confidence Continuum™ process that WPF employs in helping clients achieve their objectives. Phil’s extensive knowledge in estate preservation, business continuity/exit strategies, compensation design for executives and employees, income taxation, portfolio construction, and retirement income distribution planning makes him a valuable asset to both the clients and the firm. He is a regular guest lecturer on personal finance in the Life Strategies course (ENTP 299) at the Close School of Entrepreneurship, Drexel University.

He entered the financial services profession with Lincoln Financial Advisors in 1992 (formerly CIGNA Financial Advisors) after spending seven years in public accounting, including three years with Ernst & Young. Philip graduated with honors from the University of Hartford with a Bachelor’s degree in Accounting. He also earned his MBA (Finance) at the University of Hartford.

Philip attained the professional designations of Certified Public Accountant (CPA) in the Commonwealth of Pennsylvania, CERTIFIED FINANCIAL PLANNER™ Practitioner Chartered Retirement Planning Counselor℠, both from the College of Financial Planning in Denver, Colorado. He is a member of the Financial Planning Association.

Philip has served on the Lincoln Financial Advisors Regional Directors of Financial Planning Advisory Board and has been active in the national design of company-wide financial planning software. He has spoken at company and industry training seminars throughout the country. Philip has been interviewed by the New York Times and has been recognized annually by Lincoln Financial Advisors as a Premier Partner. Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.

Philip and his wife, Heidi, reside in Meadowbrook, PA with their two daughters.

 

John W. Dennis

Wealth Stategist / Director, Planning & Operations

Phone

ph: 856.488.2844
fax: 856.488.8476


Email Address

John.Dennis@WealthPilotFinancial.com

John W. Dennis is a Wealth Strategist and the Director of Planning & Operations for WealthPilot Financial (WPF). With over a decade of experience assisting clients in the application and implementation of their financial plans, he is an integral member of WPF’s multi-faceted team. John utilizes his extensive knowledge in financial planning, portfolio construction, income taxation and estate planning to provide clients with the clarity they need to be confident about their future, regardless of their stage in life.

John is also responsible for the overall infrastructure and day-to-day management of the firm. In order to promote efficiency and synergy in daily operations, he acts as a liaison between the partners of the firm and their support staff. John maintains a deep understanding of compliance requirements, operational elements and how to run a successful financial planning practice.

John graduated with distinction from the Pennsylvania State University with a Bachelor of Science degree in Business, specializing in Finance. He also honorably served in the United States Military Armed Forces. John began his career in the financial services industry with WealthPilot Financial in 2007 and currently holds a Series 7 and 66 securities registration as well as his state insurance license.

John is a resident of Cherry Hill, NJ.

 

Ryan Guss

Wealth Strategist

Phone

ph: 856.488.2876
fax: 856.488.8476

Email Address

Ryan.Guss@WealthPilotFinancial.com

Ryan Guss is a Wealth Strategist for WealthPilot Financial (WPF). In his role with the firm, Ryan utilizes a cross-functional skill set to assist with investor relations and practice management. His activities include the full-spectrum of investment planning, cash-flow modeling, retirement planning, risk management and maintaining synergy amongst staff. He currently holds his Series 7, Series 66 and Life & Health Insurance License.

Ryan is also the Director of WealthPilot Financial’s Financial Planning Internship. He recruits, trains and mentors college students on the various items associated with managing a comprehensive financial planning practice.

Ryan graduated with distinction from The Pennsylvania State University with a Bachelor of Science degree in Finance. He also ranked in the top 12% of graduating business majors in his class. Ryan is also a member of the Sigma Alpha Mu Fraternity and regularly donates to Penn State’s Dance Marathon, benefitting pediatric cancer research.

Ryan currently resides in Philadelphia, PA and enjoys his summers on the beach in Margate, NJ.

 

Judy A. Zarzatian

Investment Support Specialist

Phone

ph: 856.488.2805
fax: 856.488.8476

Email Address

Judy.Zarzatian@WealthPilotFinancial.com 


Judy Zarzatian is an Investment Support Specialist affiliated with WealthPilot Financial (WPF). In her role with the firm she is responsible for delivering in-depth investment implementation support to clients on a holistic basis. Her activities include the full-spectrum of investment servicing, which is an integral component of WealthPilot Financial’s financial planning process.

Judy has exceptional client-service skills which allows her to seamlessly handle all elements related to investment management. From developing and maintaining investment related data, reports and new accounts, to handling all related portfolio servicing, there is a wide array of duties that Judy performs and manages on behalf of WPF clients. Judy began her career in the financial services industry in 1989 in Philadelphia, Pennsylvania. She holds a FINRA Series 6 securities registration. Judy joined Nick Meyers, the Founder of WealthPilot Financial in 2002.

Judy and her husband Mark reside in Marlton, New Jersey and enjoy their summers at the Jersey Shore.

 

Connie M. Hoyle

Insurance Support Specialist


Phone

ph: 856.488.2873
fax: 856.488.8476

Email Address

Connie.Hoyle@WealthPilotFinancial.com

Connie Hoyle is an Insurance Support Specialist affiliated with WealthPilot Financial (WPF). In her role with the firm, she is responsible for delivering in-depth insurance implementation support services to our clients. Her activities include the full-spectrum of risk management servicing, an integral component of WPF’s financial planning process.

Connie’s daily responsibilities place her in regular contact with both current and prospective clients of the firm, as well as being responsible for managing the practice’s insurance operations. Connie has worked in the financial services industry since 1999, and has been affiliated with Nick Meyers, Founder of WPF since 2004. She currently holds her state insurance license. In addition to her work in the financial services industry, Connie also has over thirty years of professional experience in administrative services and office management.

Connie and her husband, Paul, have two children and a granddaughter.

 

Russ G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

In October of 2003, Russ Jones assumed the role of Executive Director for the Private Wealth Services Group of Sagemark Consulting/Lincoln Financial Advisors. His primary area of expertise lies within the high net worth market where Russ is responsible for the development of key concepts and strategies that will have a significant impact on the financial lives of these individuals and their families.
Prior to assuming his role as Executive Director, Russ was the Regional Chief Executive Officer of Sagemark Consulting in Denver for 12 years. He led and supported a team of 100 financial planners and management personnel who provided sophisticated estate, business and investment strategies to affluent business owners and individuals, whose net worth were typically 7-10 figures. Russ has been a main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and business management sessions for Lincoln's regional chief executive officers and senior financial planners.

 

Robert E. Appel, J.D., LL.M., MBA


Second Vice President of National Design/Advanced Planning

Bob joined Lincoln National Life Insurance Company in January 1998, as a result of the Connecticut General Life Insurance Company acquisition. Prior to joining Connecticut General Life Insurance Company in 1986, Bob worked at the accounting firm of Touche Ross & Company (Stamford, CT) as a Senior Tax Consultant and the Lexington Insurance Company, AIG (Boston, MA) where he was Assistant Manager of Financial Services. He was also in private practice law and continues to be a consultant to other attorneys and law firms. Bob has been an instructor of continuing education for Connecticut real estate agents and brokers since 1984. He is a member of the American and Connecticut Bar Association.

Bob received his BS degree (Accounting and Finance) from Central Connecticut State University, JD degree from University of Bridgeport School of Law, MBA (Finance) degree from the University of Connecticut, and LL.M. (Taxation) degree from Boston University School of Law.

 

Donna L. Rowan, J.D., LL.M., CLU, CHFC

National Design/Advanced Planning Attorney

Prior to joining CIGNA/Lincoln in 1991, Donna was a tax consultant for Arthur Andersen & Co. in Hartford where she worked in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Donna received a BA degree in English from State University of New York at Buffalo and a J.D. from Western New England College School of Law. Additionally, in 1994 she received her LL.M. (Taxation) from Boston University School of Law. Donna is a member of the Connecticut and American Bar Associations. Donna has also obtained her CLU and ChFC designations.


 

Timothy S. Johnson, J.D.*

Chief Investment Strategist

Timothy S. Johnson has expertise in the areas fixed-income, equity allocations, alternative investments and affluent wealth management. Tim's prior experience stems from specializing in debt, convertible and risk arbitrage analysis and trading, as well as municipal finance, arranging municipal and private-use bond issues relating to arbitrage and investment strategies in bond issue proceeds. Tim received his BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Tim also holds a Series 7 license.

 

*JDs with the firm do not provide legal or accounting services on behalf of Lincoln Financial Advisors Corp.