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

Charles "Chuck" L. Failla, CFP®

Principal

212-922-1402

clf@sfgroupinc.com

Chuck understands the importance of working as a Fiduciary and uses those standards to oversees the financial planning and investment management work done at Sovereign Financial.

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John K. Kochersperger, CRPC®

Chief Compliance Officer, Financial Planner

203-883-6006

jkk@sfgroupinc.com

John works with clients on account management and servicing. Prior to joining Sovereign Financial, John worked 12 years at Merrill Lynch as a Financial Advisor. John’s experience in account management is critical to...

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Carmen Failla

Fixed Income Specialist

203-883-6006

cmf@sfgroupinc.com

Carmen began her professional career in finance with the global investment bank, Houlihan Lokey as a financial analyst. After graduating from Columbia Business School with her MBA in 1996, she joined TIAA’s Securities Division as...

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David Feldman

Investment Advisor Representative

212-922-1402

888-765-8195

DFeldman@sfgroupinc.com

David focuses on long term dividend and income strategies for private clients. His low beta equity selection / long term investment approach is tailored for clients that are seeking long term income and dividend’s. David has a...

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P. Randolph (Randy) Hill

Financial Advisor

215-486-6837

Rhill@sfgroupinc.com

Randolph (“Randy”) Hill runs Sovereign’s office in Yardley, PA office -- about 30 miles north of Philadelphia and 20 miles from Princeton. Randy’s career in finance began as a corporate banker at Citibank, and...

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Rosemary Taverna

Financial Advisor

203-883-6006

rtaverna@sfgroupinc.com

Rosemary brings more than 30 years of investment management experience and expertise to Sovereign. She started her career in a family run investment firm servicing clients primarily in the medical profession. She has dedicated her...
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Barton Young

Investment Advisor

772-643-4349

888-765-8195

byoung@sfgroupinc.com

Barton provides independent wealth management services to high-net-worth individuals, corporations, and trusts. He began his career in finance over 29 years ago with the firm Dean Witter Reynolds in New York. In 1998 he opened his own...

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Brittany Rogers

Financial Advisor

719-505-7465

888-765-8195

brogers@sfgroupinc.com

As a Financial Advisor, Britany Rogers specializes in developing detailed action plans for people who are close to retirement or already living in their post-career life. Utilizing the latest financial technologies and her financial...

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Clint Chedester

Financial Advisor

804-212-2228

clint@chedesterfinancial.com

Clint is committed to serving his community in arguably the most confidential part of our lives with the primary mission of assisting his clients in preparing and attaining their financial goals.  He is committed to providing...

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David Primozich

Certified Financial Planner

860-835-2724 x 300

800-897-0301

david@stonearchwealth.com

David has worked in financial services for over twenty years personally helping clients make well informed decisions to better manage their financial lives. Their personal goals and individual or family needs are met by developing...

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David Wren CFP®

Financial Advisor

518-580-0670

888-765-8195

dwren@sfgroupinc.com

David provides independent, financial planning based wealth management services to select families, corporations, endowments and trusts. He began his career in finance over 30 years ago with a major regional bank. With a foundation in...
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Gaetana Reville

Relationship Manager

518-450-7290

888-765-8195

greville@sfgroupinc.com

Gaetana’s responsibilities include client service administration, financial planning support services, coordinating our clients’ teams of professionals, insurance policy reviews and analysis, as well as marketing and...

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John Buoni ChFC®

Senior Financial Advisor

(484) 567-2575

jbuoni@sfgroupinc.com

John has over 25 years of experience helping clients make better investment decisions for their personal situation and life stages.  As a trusted financial advisor his primary objective for all clients is the protection and...

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Myles Boege CFP®

Financial Advisor

518-368-9449

888-765-8195

mboege@sfgroupinc.com

As a CERTIFIED FINANCIAL PLANNER™, Myles and his team develop a comprehensive plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. 

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Steven Massey

Financial Advisor

203-876-0099

smassey@sfgroupinc.com

Steve has over 34 years of experience in the financial services industry. He specializes in asset allocation, focusing specifically on individualized portfolio structure. Steve's motto is: "Always putting you first with honesty and...

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Tricia Ludgate

Financial Advisor

610-370-4799

888-765-8195

tludgate@sfgroupinc.com

As a financial advisor, Tricia J. Salvatore Ludgate, CFP® with decades of experience, helps her clients develop and prioritize their financial goals. Her practice focuses on a holistic financial planning approach incorporating...

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