How We Work
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
John Rafter, CPA
Partner
John is a 1984 graduate of Drexel University with a degree in accounting. A financial advisor holding Series 7 and Series 66 registrations, John's areas of focus include investments, retirement planning, and tax planning...
Len Lewis, CPA
Partner
Len is a 1989 graduate of Drexel University with a degree in accounting and finance. A financial advisor holding Series 7 and Series 66 registrations, Len's areas of focus include investments, retirement planning, tax planning and...
Samuel Paolino
Partner
Sam is a graduate of La Salle University with a degree in finance. A financial advisor holding Series 7 and Series 24 and an IAR and life insurance licensed. Sam's areas of focus include investments and retirement planning...
Deanna McKinney
CSA
Deanna graduated from Harris School of Business.She is the Office Administrator for the financial advisory and accounting firms. She has been with John Rafter and Len Lewis since 2005. She assists them with office management and...