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®
Chief Compliance Officer, 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
Financial Advisor
888-765-8195
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...
Chris Cardenas
Client Service and Account Manager
800-897-0301
Christopher is a licensed Notary Public and has worked as a full time assistant to David Primozich since February 2013. He was born in Tegucigalpa, Honduras and moved to the United States at the age of seven. Chris is bilingual in...
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
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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...
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.
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...
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...