Team Bios

 

Family & Private Client Group

We mourn the loss of our good friend Terry Wasko who fought a brave battle against stomach cancer.  Please revisit this page as we add new financial professionals to serve you.

 

Guy Wilson
Guy Wilson serves clients in the area of investment services. As a former educator and successful small business entrepreneur, Guy is keenly aware of the challenges faced by both individuals and business owners and recognizes the need for a clearly defined and strictly followed investment strategy. He has developed a consultative program that stresses ongoing employee education, fiduciary liability management, “best of breed” manager selection, and a “shop-the-market” approach to plan evaluation. Guy earned two Bachelor degrees from the University of Richmond.

 

AXA Advisors and its affiliates and associates do not provide ERISA fiduciary, tax, accounting or legal advice or services.

 


 






























 

 

 

 

 

 

 

 

 

 

 

Charitable Consulting Group

Jim Frank, J.D., LL.M
For over 20 years, Jim has helped individuals accumulate, manage and plan for the distribution of wealth. Jim has worked with clients and their legal and tax advisors to implement individual and business financial and charitable plans. He also has experience in the design and operation of qualified and non-qualified retirement plans and the unique charitable opportunities involved with such plans . Jim received his B.S. from the Pennsylvania State University and his J.D. and LL.M (taxation) from Temple University School of Law. He is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council and The Financial Planning Association.

 

AXA Advanced Markets
AXA Advanced Markets is a team of consultants available to help clients of the Zeplowitz Group resolve complex cases and issues, such as charitable planning, estate/gift, retirement, business and other advanced planning issues and strategies. Our team of attorneys, CPAs, CFPs and Certified Pension Consultants can provide comprehensive understanding of available planning options. Applying the most current tax, legal and financial services information, our team of professionals will consult with our clients and their advisors to develop strategies which can best meet any goals and objectives.

 

 

James Frank offers securities through AXA Advisors, LLC.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.   Annuity and insurance products offered through AXA Network, LLC.  The Zeplowitz Group, AXA Advisors, AXA Network and James Frank do not offer legal or tax advice or services.




































 

Family Business & Corporate Services Group

Warren “Buddy” Goodman, ChFC
Buddy entered the insurance and investment business in 1991 after spending 6 years running a family business with annual revenues of $12 million. Buddy focuses on offering clients two core business features: executive benefits and the creation and preservation of individual wealth. Many clients go on to obtain 401(k) plans and various traditional group benefits such as group life, health, disability and long term care. Buddy, his wife Karen and their two children live in Radnor, PA They have been active in several charities for many years. Some of the charities include Jewish Federation of Philadelphia, Israeli Guide Dog School for the Blind, Friends of Yemin Orde (in Israel) and Silver Springs-Martin Luther School. Buddy is the current president of Radnor Valley Country Club.

 

Neil J. Model
Neil has been an employee benefits consultant and entrepreneur for over 30 years. He has delivered creative, competitive employee benefits plans for large and small businesses. His experience, industry insight and vast network resources help clients to build customized insurance packages that serve the growing and changing needs of their employees. Mr. Model is an active board member of the Lower Bucks County Chapter of the American Red Cross. In early 2005 he was honored with the highest volunteer award, the Chapter Chairman Award, for his consistent commitment to volunteerism and deep compassion for the delivery of critical human services in the local community. Mr. Model was also presented with the 2004 Philadelphia Chapter Supporter of the Year Award in recognition of his strong efforts and support of American ORT at the chapter level.

 

Thomas L. Conti, CLU, ChFC 
Tom is a proven veteran with over 40 years of experience in coordinating and integrating innovative Corporate Owned Life Insurance techniques and individual insurance concepts in funding corporate and personal liabilities. He has successfully assisted highly compensated executives in both publicly and privately held businesses in the design and funding of specialized executive benefit programs.

 

Warren “Buddy” Goodman, Jr. (CA Insurance Lic # 0A94130) and Thomas L. Conti (CA Insurance Lic# 0672511) offer securities through AXA Advisors, LLC and offer annuity and insurance products through AXA Network, LLC.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and AXA Network do not provide tax or legal advice or services.  The Zeplowitz Group is not owned or operated by AXA Advisors or AXA Network.