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Your Team 2017-09-19T12:07:14+00:00

Your Team – Get To Know Your Financial Partners

Steve Cordasco
Steve CordascoFounder and CEO
Our founder, Steve Cordasco, has been helping investors reach their financial goals for nearly thirty years. After graduating from Temple University’s Fox School of Business, Steve began his investment career at Butcher & Singer in Philadelphia. After weathering mergers with Wheat First Securities and Wachovia Bank, he moved from Wachovia to begin a long tenure with RBC Wealth Management. In 2012 Steve fulfilled his dream to start an independent firm, Cordasco Financial Network.

Steve has often been called on nationally to do media broadcasts, guiding small business owners and individuals in the areas of wealth planning, investment management and lifestyle coaching, with appearances on Fox Business, CNN and CBS Radio. Steve has also contributed to TheStreet.com, Forbes.com and Newsmax. Additionally, Steve teaches at his alma mater, Temple University.

In his free time he enjoys boating, outdoor activities and spending time with his wife, five children and three dogs.

James V. Tate, CPA, PFS
James V. Tate, CPA, PFSFinancial Advisor
Jim Tate is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). As a Financial Advisor at CFN, Jim has over thirty years of experience in financial and tax planning. Jim practiced accounting at Miller Coffee Tate LLP, CPA’s and Consultants specializing in forensic accounting. Jim is also an expert in retirement and estate planning, tax and investment strategies, as well as cash flow analysis.

Jim graduated Cum Laude from the Wharton School at the University of Pennsylvania and is an active member of the AICPA and PICPA. With his wife, four married children and twelve grandchildren (so far), Jim is a dedicated family man.

Jim adds value with his experience and understanding by bridging the communication gap between your tax professional and your financial plan. You can count on Jim to be a good listener and then provide solid, reliable advice. Jim is truly committed to helping you and your family thrive in today’s challenging financial environment.

Gil Freeman
Gil FreemanGeneral Manager
Gil Freeman has over thirty years of experience, both in banking and the mutual fund industry. Gil received a Bachelor’s degree in Economics and Business Administration from Ursinus College, as well as a MBA from Temple University’s Fox School of Business.

Upon graduation from Ursinus College, Gil worked in the Corporate Finance and Strategic Planning Departments of Fidelity Bank in Philadelphia. For the 15 years prior to joining CFN, he was a Senior Manager of Corporate Financial Services at Vanguard.

Gil and his wife Kathy have a passion for supporting families with special needs. Gil serves on multiple committees at Bancroft, a nonprofit provider of specialized services for individuals with intellectual or developmental disabilities. Additionally, Gil enjoys spending time at the shore with his wife and family, traveling, and engaging in a variety of outdoor activities.

Larry Shaw, AWMA®
Larry Shaw, AWMA®Financial Advisor
Larry Shaw has over thirty years of experience in the investment management and financial planning industry, with the majority of it at Charles Schwab.

Larry attended Berklee College of Music, C.W.Post University, and Windham College. He holds the Accredited Wealth Management Advisor™ designation, which allows him to serve clients in the areas of wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.

An avid musician, Larry is a guitarist in a local jazz band. When he isn’t pursuing his passion for music, Larry enjoys spending time with his four children and five grandchildren, going to the gym, Philadelphia sports and solving Sudoku puzzles.

Timothy Joseph, CPA
Timothy Joseph, CPAFinancial Advisor
Tim Joseph is a Certified Public Accountant (CPA) with over 16 years of experience providing financial services. For ten of those years, he had been a Registered Representative of Metlife Securites Inc. and Cadaret, Grant & Co., Inc. Prior to joining CFN, Tim was a career public accounting professional serving high net worth clientele. Tim’s experience includes performing tax planning and preparation services and implementing tax strategies as well as providing accounting assistance and audit services for closely held businesses.

Tim graduated from Bloomsburg University with a Bachelor’s Degree in Accounting and is an active member of the PICPA. During football season, Tim spends weekends as a registered P.I.A.A. High School Football Official and is a member of the Norristown Chapter of Football Officials.

Tim enjoys traveling and coaching his son’s youth sports organizations (Whitpain Recreation Association and Ambler Whitpain Trojans), and watching Philadelphia’s professional sports teams. Tim, with his wife Meredith and two sons, reside in Blue Bell, PA.

Carolyn Brusilow
Carolyn BrusilowSenior Client Associate
Carolyn Brusilow has been working in the financial services industry since 1999. She was previously with Wells Fargo Advisors as a client service associate for over eight years, and continued her career at RBC Wealth Management where she met Steve Cordasco and built a strong working relationship. Carolyn later left RBC and joined CFN where she has developed a deep knowledge of client needs, and her commitment to providing the highest level of service makes her a strong asset to the team.

In her free time, Carolyn enjoys going to the shore and spending time with her four children and her two grand-daughters. Additionally, Carolyn loves music and brings a fun and light-hearted atmosphere to the CFN office.

Ryan M. Flurer
Ryan M. FlurerFinancial Planner
Ryan Flurer brings financial industry experience and client service expertise to the CFN team. Ryan first started at CFN by providing exceptional support to our financial advisors and enhancing our back- office operations. Due to Ryan’s success and passion to help clients, Ryan’s career has evolved to working directly with clients on detailed financial planning.

Ryan received a bachelor’s degree in finance from Temple University’s Fox School of Business. Ryan is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation while raising his toddler Jackson, with his wife Lauren, in Philadelphia.

Ryan spends most of his free time with his family but also enjoys playing hockey. Ryan is a season ticket holder for Temple University’s football and basketball teams and enjoys every game with Lauren, Jackson, and his Dad. Go Owls!

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