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.
Charles "Chuck" L. Failla, CFP®
Principal
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.
John K. Kochersperger, CRPC®
Investment Adviser and Financial Planner
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...
Carmen Failla
Fixed Income Specialist
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...
David Feldman
Investment Advisor Representative
888-765-8195
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...
P. Randolph (Randy) Hill
Financial Advisor
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...
Rosemary Taverna
Financial Advisor
Barton Young
Investment Advisor
888-765-8195
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...
Brittany Rogers, CFP®
Financial Advisor
888-765-8195
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER®, Britany Rogers specializes in developing detailed action plans for people who are close to retirement, currently building towards retirement, or already living in their post-career...
Clint Chedester
Financial Advisor
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...
Dan Pascone
Financial Advisor
David Primozich
Certified Financial Planner
800-897-0301
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...
David Wren CFP®
Financial Advisor
888-765-8195
Gaetana Reville
Relationship Manager
888-765-8195
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...
Joe Bedford
Financial Advisor
joebedford@yourbackofficeaccounting.com
John Buoni ChFC®
Senior Financial Advisor
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...
Myles Boege CFP®
Financial Advisor
888-765-8195
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.
Nick Thiede
Head of RIA Operations
Steven Massey
Financial Advisor
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...
Tommy Griffore
Financial Advisor
Tricia Ludgate
Financial Advisor
888-765-8195
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...