Our Special Care Planning Team

Robert Touzeau LUTCF®, ChSNC™, CLU®

Financial Services Professional, Special Care Planner
- Email: rtouzeau@financialguide.com
- Phone: (610) 798-2567
- Meet Robert
Joseph P. Mallee III

President and CEO
- Email: jmallee@financialguide.com
- Phone: (610) 798-2525
- Meet Joseph
Denise Seibert
- Email: dseibert@financialguide.com
- Phone: (610) 798-2568
- Meet Denise
Steven Shermetta

Financial Services Professional
- Email: sshermetta@financialguide.com
- Phone: (610) 798-2529
- Meet Steven
Ryan D. Oestreich CLU®, ChFC®, CFBS, ChSNC™, MSFS, LACP

Senior Vice President; Financial Advisor
- Email: roestreich@financialguide.com
- Phone: (610) 798-2560
- Fax: (610) 798-8290
- Meet Ryan

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