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About Our Firm
Vincent A. Pellegrini
Vincent A. Pellegrini graduated from Temple University with a Bachelors of Science degree in Accounting. After his time at the university, he joined the US Marine Corp. Following his military career, Vince was employed by the IRS as a tax examiner and tax auditor. In addition, Vince worked for Thomas Jefferson and Albert Einstein Hospitals in both of their computer departments.
Vince has been providing financial advice for many decades to our high value clients.
Vince’s unique and valuable insight into tax and accounting matters provides our clients with the most tax efficient use of their investable assets.
Daniel Dougherty, ChFC
Daniel Dougherty, ChFC is a financial services veteran with over a 30 year track record of serving clients.
Through dedication and hard work, Dan has achieved the prestigious Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA. Dan also has his Retirement Income Certified Professional (RICP) designation. Dan is also an Independent Advisory Representative providing valuable insight into risk management concepts and structuring investment portfolio’s for security and sustainability. This enables him to meet the advanced financial planning needs of those in or nearing retirement.
Dan has held various advisory positions at securities firms and banking institutions. Dan’s broad and overall experience has enabled him to share financial stewardship with those who wish to be financially prudent.
Dan earned his Bachelor of Science degree in Accounting from Widener University.