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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Robert F. Caselli, CLU, ChFC

Bob is a 38-year veteran of the financial services industry. He began his career in 1981 as an insurance agent and registered representative for Prudential Financial. In 2007, he co-founded Strategic Planning Associates, LLC an...

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Samuel Matechak

Sam is a 25 year veteran in the financial services industry. His prior affiliations were with Prudential Financial and First Financial Group. Sam grew up on a dairy from in northern Lackawanna county and still owns the family farm. He...
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Thomas J. Fiorelli, III, CFP®

Thomas J. Fiorelli, III, CFP®, is a 1998 graduate of The Pennsylvania State University, University Park, with a bachelor’s degree in Management and Organization from the Smeal College of Business Administration. With over 17 years of...

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