Financial Planners for Your Life & Wealth

As fiduciaries, we do what’s best for you according to your unique needs, aspirations and priorities.

With a staff of retirement specialists, CPAs, insurance consultants and more, our team combines expertise in a variety of fields to design and implement customized solutions that guide you toward success. When you work with us, our recommendations will be tailored to accommodate the dreams you have for your future and beyond.

Read Bio

Steve Cordasco

FOUNDER, CEO & FINANCIAL ADVISOR

×

Steve Cordasco

FOUNDER, CEO & FINANCIAL ADVISOR

My fascination with how money works is the foundation for my work today; helping others just like you achieve financial success. It started when I was very young. I developed a strong work ethic and always wanted to be self-sufficient. Earning my own money was important, but investing it and watching it grow was essential.

I had the fortunate opportunity to attend Temple University, at the Fox School of Business, where I studied Finance and Real Estate. During my college years, I was able to apply hard work and grit which I learned at a young age, to win an internship at Butcher and Singer, a premier Philadelphia-based investment banking firm, with deep roots and a solid connection to wealth in the region. Then upon graduation, I was offered a spot in their prestigious financial advisor training program. My formula of hard work, determination and putting the interests of clients first, propelled me to become one of the top advisors at the firm early in my career.

Those long days coupled with my passion to help and educate others on the topic of money, paid off when a local radio station needed someone to fill the position left by legendary talk show host Harry S. Gross, who hosted the “Speaking of your Money” radio show. I took over and started broadcasting “The Big Money Show” which ran for 19 years as a production of CBS. Talking with people one-on-one fueled my passion to help people like you make better financial decisions with their wealth. It also helped me better understand just how important and gratifying educating people about money can be, which quickly became the hallmark of my financial practice. Today, just about all of what you hear on the radio is paid programming and infomercials of investment advisors who pay for commercial air time. This led me to leave CBS radio and forge a new path to educate the public with a more fiduciary approach through podcasting. While podcasting does not offer me the opportunity to interact on a one-on-one basis, I have been able to build a library of over 200 podcasts, which I encourage you to visit.

When I began my career, the industry was Wall Street focused and most financial advisors only had the opportunity to work through Wall Street investment firms. However, I wanted to take a more fiduciary approach with my clients. During the financial collapse and great recession, as big banks and financial institutions started to consolidate and come together, I successfully navigated my client’s wealth through this very trying time. That led me to create my own firm, Cordasco Financial Network, which is built around being a fiduciary, where I could put client interests first.

I enjoy spending time with family, friends and our four dogs along with visiting the beach, boating, sailing, paddle surfing, fishing, cooking and eating.

Read Bio

Carolyn Brusilow

EXECUTIVE ASSISTANT & SENIOR CLIENT ASSOCIATE

×

Carolyn Brusilow

EXECUTIVE ASSISTANT & SENIOR CLIENT ASSOCIATE

Work and life all come back to family for Carolyn. Growing up, Carolyn had the values of hard work and service given to her by her mother and father as they raised her and five siblings. She started her career at the age of 16 with the Social Security Administration. During her twelve years there, she continued to hone her client service skills and even acted as an unofficial translator for Spanish-speaking customers.

Carolyn got her start in financial services with Advest before eventually moving on to Wells Fargo Advisors and then RBC Wealth Management. Carolyn first met Steve Cordasco while they were both working at RBC, and he soon invited her to join him at Cordasco Financial Network when he was establishing the business.

Since joining Cordasco, Carolyn’s role has revolved around those two recurring themes in her life: service and family. She loves the ability to help the people with whatever question or need they have. And more than that, she appreciates the way that the firm’s values point back to creating a family-oriented atmosphere for clients and employees alike.

At home, Carolyn enjoys spending time with her husband, four children, and three grandchildren.

Read Bio

James V. Tate, CPA, PFS

FINANCIAL ADVISOR & FORENSIC TAX SPECIALIST

×

James V. Tate, CPA, PFS

FINANCIAL ADVISOR & FORENSIC TAX SPECIALIST

If you want to know what it was like when Cordasco Financial Network first got its start, you can’t get closer to the original source than Jim Tate.

Jim’s story began in financial service as a CPA, where he developed a networking relationship with Steve Cordasco. Their relationship deepened when they both joined RBC and built a team that tripled in size over the six years they spent together as RBC employees.

In 2012, Jim moved with Steve to form Cordasco Financial Network as an independent advisory firm. The two continued to build a complementary team where they could serve clients by always doing what was best for the client.

That concern for the client’s complete well-being was what drew Jim to advisory independence, and it is what continues to drive his work today. He likes to think of Cordasco as the primary advisor for every client. “We’re a financial advisor, accountant, planner, sounding board, counselor and much more. When someone at the firm doesn’t have the answer, we know where to find it.”

Having practiced accounting for many years with small businesses and individuals, Jim understands how business and life intersect, and he uses that experience to give the people they serve confidence and peace of mind knowing that CFN sees the big picture and always has their back.

The oldest of nine children, Jim and his wife have kept the large family going into the next generations. They now enjoy spending time with their four married children and fourteen happy grandchildren.

Read Bio

Gil Freeman

CHIEF OPERATING OFFICER, GENERAL MANAGER & CHIEF COMPLIANCE OFFICER

×

Gil Freeman

CHIEF OPERATING OFFICER, GENERAL MANAGER & CHIEF COMPLIANCE OFFICER

Gil has devoted his entire career to the financial services industry. After majoring in Economics and Business Administration from Ursinus College, Gil pursued an MBA in Finance from the Fox School of Business at Temple University while also beginning his career as a cost accountant at Fidelity Bank in Philadelphia.

Over a 14-year span at Fidelity, Gil developed valuable financial and analytical experience, focusing on operational and product profitability strategies, before ascending to a vice president role within the Corporate Financial Strategies Department. New electronic payment technologies were flourishing in the financial services industry, which lead Gil to a leadership position in the Finance Department at Electronic Payment Services (EPS).

After gaining experience in both banking and finance analysis, Gil left EPS to further expand his financial expertise at The Vanguard Group. Gil spent 15 years at Vanguard working on both the operational and corporate sides of the company as a senior manager in their Corporate Financial Services Department, supporting retail and institutional businesses.

When he discovered his neighbor may be considering a career change to rid him of a long commute, Cordasco Financial Network Founder & CEO Steve Cordasco showed great timing in tapping a dependable, trustworthy executive with extensive and broad financial services experience to provide vision and leadership as his General Manager.

Gil and his wife have two adult children, including a son with autism. Both are active in supporting families and individuals with intellectual and developmental disabilities. Gil serves on the finance committee at Bancroft, one of the region’s largest nonprofit providers for children and adults with special needs.

Read Bio

Larry Shaw, AWMA®

RELATIONSHIP MANAGER, FINANCIAL ADVISOR & INVESTMENT SPECIALIST

×

Larry Shaw, AWMA®

RELATIONSHIP MANAGER, FINANCIAL ADVISOR & INVESTMENT SPECIALIST

As a relationship manager, Larry has the expertise and flexibility to help clients address any situation in which they find themselves. But even with 36 years of serving clients under his belt, it may be his musical background that provides the real flexibility in his character and creative insights.

Larry started playing guitar at age nine and soon after he embarked on a musical career that has spanned just about every genre you can name. Blues, disco, Motown, jazz, folk, avante garde, funk, rock —Larry has played them all, and he even built an early career as a musician touring the country after attending Berklee College of Music.

So, it should come as no surprise that Larry has been just as flexible in his second career in financial services. He got his start by taking finance classes at night before progressing on to become a successful advisor at multiple firms, including an eighteen-year stint with Charles Schwab, before finding his home at Cordasco Financial Network.

Today, Larry’s still passionate about his music, playing shows regularly with his jazz quintet—but he’s equally passionate about doing the right thing for the people he works with encouraging them to live the life their life savings will allow them to.

When he’s not working, playing music, at the gym or solving Sudoku puzzles, Larry is spending time with his four children and seven grandkids.

Read Bio

Timothy Joseph, CPA

FINANCIAL ADVISOR & TAX SPECIALIST

×

Timothy Joseph, CPA

FINANCIAL ADVISOR & TAX SPECIALIST

Tim is an avid Philadelphia sports fan who also spends much of his free time coaching sports teams for his 12 and 8-year-old sons. Whether it’s football, baseball, or basketball, Tim knows the importance of being a good teacher and the part it plays in being a good coach.

In his role as a financial advisor and tax specialist, being a good teacher is also important for Tim’s relationships with the people he serves. When he looks at why he enjoys being at Cordasco Financial Network, the opportunity to educate and give helpful guidance sits at the top of his list of reasons

Tim graduated from Bloomsburg University with a major in Accounting. In his early career, he divided his time between working at accounting firms and partnering with an independent financial advisor. He primarily served closely-held businesses and high-net-worth individuals and families.

A licensed CPA since 2004, Tim joined Cordasco Financial Network so he could be involved in building relationships with the firm’s clients. He uses the wealth of knowledge he has attained over the years to create plans and strategies in an individualized and personal way for the people who rely on him.

Tim’s wife is a teacher and they enjoy traveling together with their family, as well as being involved in the many sports teams they follow or participate in.

Read Bio

John Walker

DIRECTOR OF BUSINESS DEVELOPMENT

×

John Walker

DIRECTOR OF BUSINESS DEVELOPMENT

John spends most of his time at Cordasco Financial Network uncovering people’s life stories so he can understand what CFN can do to serve them best. In all of his years of experience working in financial services, he’s found that people don’t typically remember facts and figures told to them by their advisor—but they do remember the stories that hit close to home.

Wherever he’s been, John has always loved connecting with others on a personal level. By taking the time to get to know an individual and discover their passions, he can connect with them and help support their overall life goals and mission. It’s obvious that managing portfolios is a critical part of what CFN does, but what’s most rewarding for John is the chance to help people use their wealth to enjoy life and find peace with their future.

John uses the disciplines learned from playing competitive soccer during his years at Ursinus College, and coaching after graduation, to help him effectively prepare clients for life’s financial challenges. He guides them with the same holistic coaching philosophy that he used to prepare players to succeed. At CFN, that philosophy has translated to helping people get clarity with their current situation, educating individuals on their options, and providing ongoing guidance.

A passion for soccer is still part of John’s life, and is now accompanied by a passion for his family. His wife, Suzanne, is a teacher and promotes learning throughout the family. John and Suzanne both love nothing more than watching their son play music, seeing their daughter dance, and enjoying the outdoors together.

Read Bio

Brian Hillsberg

RELATIONSHIP MANAGER & FINANCIAL ADVISOR

×

Brian Hillsberg

RELATIONSHIP MANAGER & FINANCIAL ADVISOR

Looking at the world through a creative lens has guided many of Brian’s professional and personal decisions. While he comes from a family steeped in the financial services industry, it has not always been a foregone conclusion that he would take the same path. Early fascinations that still run through various components of Brian’s adult life include live music, art, and volunteering for causes that took him out of his comfort zone (i.e. teaching soccer to mentally and physically handicapped children).

Never intending to work in finance, these interests and experiences led Brian to major in Art History at the University of Michigan. Outside of school, however, Brian found himself counseling friends – and often complete strangers – on how to navigate life’s challenges. Realizing his creative ability to help people through pain points turned Brian back towards financial planning, and landed him his first job out of college at a small mom-and-pop advisory firm.

From those simple beginnings, Brian went on to several bigger companies with the intention of refining his craft—including PNC Investments and Hartford Funds—before finding a home at Cordasco Financial Network. Brian believes that true planning firms like CFN are unique in an age where the financial industry can often be transactional and robotic. What Brian finds most rewarding is the ability to borrow from all of his previous experiences to build relationships and help client’s live their best lives.

Brian is a proponent of practicing what you preach and continues to push himself outside of his comfort zone. Brian and his wife, Lauren enjoy traveling together and feel blessed to have visited more than fifteen countries in the last four years. Brian and Lauren also have a love for animals that includes horseback riding and playing with their dog, Todd.

Read Bio

Desiree Reil

RELATIONSHIP MANAGER & FINANCIAL ADVISOR

×

Desiree Reil

RELATIONSHIP MANAGER & FINANCIAL ADVISOR

Has working in finance always been Desiree’s destiny? When she was a child, she spent time touring the Philadelphia Stock Exchange floor with her older sister, who was a trader at the time. From those early days, Desiree caught the desire to be an equity trader like her sister, and eventually became one.

Desiree’s life hasn’t always been all about finance, though. As an undergraduate at LaSalle University (where she majored in Finance), she starred in both field hockey and softball. And she’s now passing on that athletic aiblity to her children. If you don’t see her within the walls of Cordasco Financial Network, you will find her cheering for her daughter and son on the soccer and lacrosse fields.

Her competitive history and 30 years of market experience have given Desiree high personal standards, to bring to the people she serves. Similar to how she has spent so much of her life on sports teams, she now spends her work days within the Cordasco team structure.

Read Bio

Dennis Jablonoski

FINANCIAL PLANNER, RETIREMENT PLAN & INVESTMENT SPECIALIST

×

Dennis Jablonoski

FINANCIAL PLANNER, RETIREMENT PLAN & INVESTMENT SPECIALIST

Not everyone feels like they’ve found the career they were destined for, but Dennis isn’t like everyone else. As a young married man in his early twenties, he walked onto the Philadelphia Stock Exchange floor and had an epiphany: Working there was what he was meant to do.

After garnering a job in the mailroom, Dennis worked his way up the ladder until he eventually became manager for a local brokerage firm with fifteen people working under him. As technology advanced on the floor and began to automate positions, he stayed one step ahead and moved onto a major wirehouse, where he became a branch manager and then a sales manager.

After the financial crisis of 2008, Dennis decided to take his fate into his own hands. His children attended the same school as Steve Cordasco’s children, and a friendship turned into a business opportunity. Dennis jumped at the chance to serve people with a complete fiduciary focus where he no longer had to concern himself with sales quotas and proprietary products.

Now, his only benchmark for success is how beneficial the advice he provides is to bettering a client’s situation. The chance to intimately know someone and provide them with clarity and solutions is the passion that keeps driving Dennis after more than thirty years in financial services.

Dennis and his wife have raised eight children, including two sets of twins. He also enjoys working as an official for football, basketball, and lacrosse.

Read Bio

Ryan M. Flurer

FINANCIAL PLANNER, TECHNOLOGY & DATA MANAGEMENT

×

Ryan M. Flurer

FINANCIAL PLANNER, TECHNOLOGY & DATA MANAGEMENT

Ryan Flurer has never had a problem with putting in the hard work necessary to make someone else’s day a little brighter. You might say he got it from his family and upbringing, but working as a waiter for ten years (extending even into his first nine months with Cordasco Financial Network) probably had a hand in shaping his service mentality as well.

Working as a waiter never kept Ryan from financial services, however—in fact, he’s an industry lifer. After studying finance and graduating from Temple University in 2012, he entered the brokerage world immediately.

As he began his career in financial services, Ryan faced an ethical dilemma. He saw that half the industry was focused on commissions and selling products that people might not really need. On the other side, he saw advisors who were fiduciaries—required to put the interests of their clients before their own.

But the dilemma wasn’t much of a dilemma after all, because Ryan knew he wanted to be a fiduciary.

Ryan began his career at Cordasco Financial Network as a Client Services Specialist. In his initial role, he served in the critical role of advisor support, helping senior advisors to prepare for meetings and get them the information and reports they needed to make meetings relational and personal.

Soon, though, Ryan’s skills were needed elsewhere in the firm and he moved into his current role in Technology & Data Management. It’s an ever-shifting role that requires maximum flexibility, but Ryan meets the challenge each day because his work is essential in creating an advisory firm that serves clients in personal ways—like through the trusted technology it provides to them.

It’s the people at a company that make it special, and it’s also the people at home who make life worth it. For Ryan, those people include his wife, Lauren, and son, Jackson.

Read Bio

Evan Salter

CLIENT SERVICES SPECIALIST

×

Evan Salter

CLIENT SERVICES SPECIALIST

Growing up, Evan’s father and grandfather gave him an early exposure to the financial world. Part of that early education involved listening to the “Your Life, Your Wealth” radio show on car rides with his father.

That early education contributed to Evan knowing early on what kind of career he wanted. As a high school senior, he knew that he wanted to embark on a career in financial services. The only question was if he would end up on the relationship side of the business, or spend his time crunching numbers as an analyst.

As it turned out, he’s had a chance to do a little of both. Evan interned with Cordasco Financial Network for two years during his undergraduate studies at West Chester University before joining the firm full-time as a Client Services Specialist.

When you call CFN, there’s a high likelihood that Evan will be the friendly voice to greet you on the other end of the line. He spends most of his days assisting people with moving money, servicing accounts, and supporting advisors. He also pitches in on the data analytics side when he’s not helping others.

Though building relationships and helping the people CFN serves is the most fulfilling part of his work, the analytics side will always have a little piece of his heart.

In the summer, Evan heads to the Eastern shore in Maryland to spend time fishing and crabbing with his family, and in the winter you can find him enjoying some fresh powder on his snowboard.