Our Team


JoeJoe has been in practice over 35 years. His primary areas of focus include providing investments and insurance for retirement, business and estate conservation. He has four years of experience in public and corporate tax accounting and five years of experience with a wealth management group. Joe was named to John Hancock's Hall of fame in 2011.

Joe received a B.S. in Accounting from Bloomsburg University. Joe, his wife Deborah, twin daughters Jennifer and Michele, and son Matthew reside in Bethlehem, PA.





John has been in practice over 20 years. His primary focus incudes personal financial analysis, risk management and wealth accumulation and preservation. He has a reputation for putting his clients' needs first and having an open, honest approach when providing focused advisory service.

John received a B.S. in Business Administration from Methodist College. He earned designations for Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL), from the American College in Bryn Mawr, PA. John has also been a member of the Society of Financial Professionals for over 10 years. He lives with his wife Angela, son Ethan and daughter Madeline in Schnecksville, PA, where they are active in their church. When time permits, John enjoys a good golf match with friends.



Tom has been in practice over 20 years. His primary areas of focus include providing appropriate investment and insurance-related planning to individuals and business. He enjoys working with families and business owners to help them achieve their retirement, business and estate conservation goals.

Tom received a B.S. in Business Administration from Millersville University. He lives with his wife Deana, son Braden and daughter Ava in Collegeville, PA.



mattMatthew has been in practice for over 10 years. As a CFP® professional, he has had extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced. He is also a SmartVestor Pro for Dave Ramsey and Ramsey Solutions*.

Matt is a graduate of Bloomsburg University where he earned two bachelor degrees, one in Finance and another in Business Management. He and his wife Jackie, and their son Levi, live in New Tripoli, PA. Matt is an avid cook, a former Emmaus high school and Bloomsburg University baseball player, a guitarist and loves to vacation anywhere there is sand.

*Dave Ramsey/Ramsey Solutions is not affiliated with Signator Investors, Inc.


Karen D. Stehly
Operations Manager

Darla Lakatosh
Client Relations Specialist

Cindy Ecker
Client Relations Specialist

Quantum Financial Management LLC
1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA 18104
610-841-3400 Toll-Free: 866-710-2850 Fax: 610-841-3494

Investment Solutions · Qualified Retirement Plans · Risk Management · Retirement Income Strategies · Estate Conservation · Business Benefit Plans
Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.
Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA,
SIPC, a registered investment advisor, 1624 Hausman Road, Allentown, PA 18104 (610) 530-2112.
Insurance products offered through John Hancock and other major insurance carriers.