Our Team

Diana Charney, Administrative Assistant

Relationship Specialist. Diana manages Dan's client services and communications. With four years in the financial service industry, her responsibilities include the opening and servicing of client accounts and the coordination of all staff services. She has extensive knowledge in account processing and is very knowledgeable in LPL Financial policies and procedures. She assists with the day-to-day tasks as well as special projects. 

Sally Cholewka, Financial Case Planning Assistant

Para Planner Services. Sally provides analysis and assists in the case design of comprehensive plans and reporting tools. She holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL's online tools including Wealth Vision/eMoney, LPL Portfolio Review and other financial planning applications. 

Tod R. Phillips, CLU, ChFC

Chief Compliance Officer. Tod's 40 years of industry experience offers a remarkable amount of knowledge and expertise. Tod is a system specialist who manages all compliance systems and operations for America Group Retirement Strategy Centers.  His strengths include the broadest knowledge base of LPL products, case design tools, and business development practices.