Our Team Steven Leshner MBA, ChFC, AEF, AIF President 267-794-3000 215-884-8055 [email protected] Steven is an Accredited Investment Fiduciary (AIF) and through LPL Financial is one of fewer than 300 advisors accepted into the Retirement Plan Consulting Program as of September 2011. This program provides a framework for the review of all processes and materials used for qualified plans. He was the host of his own radio show, Money & Things That Matter, in 2002 & 2003.Steven is active in professional organizations and has written several articles for publication.2000 – President, Philadelphia Estate Planning Council (PEPC)2003 – President, Philadelphia Chapter National Association of Insurance & Financial Professionals2005 – Article, PEPC Winter Newsletter2007 – Article, Journal of Retirement Planning – August IssueArticle, Life Insurance Selling Magazine – November Issue2008 – Article, Advisor Today Magazine – August IssueSteven holds Series 6, 7, 22, 24, 63 registrations through LPL Financial and Life & Health licenses. Mackenzie Swartz Associate 267-794-3004 215-884-8055 [email protected] Mackenzie is a graduate of the Villanova Business School. He has several years of experience in tax preparation and planning for individuals, small businesses and partnerships. He is registered with LPL Financial for Life and Health licenses.