My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Jennifer L Vinciguerra, CFP®

Associate Wealth Management Advisor
Office 215-968-7212

Jen joined Jay's team in 2013 as an Associate Wealth Management Advisor. She holds her Series 6, 63, and 7 investment licenses, as well as life and health insurance licenses in Pennsylvania.

In additional to managing the daily duties of our practice, Jen provides a wealth of information for our clients and staff. Her duties include developing financial plans, creating investment account portfolios, and monitoring / rebalancing portfolios. She also fields phone call requests from clients needing information regarding their accounts.

Jen graduated with a degree in Mathematics from Cedarville University in 2012. Jen currently resides in New Britain, PA.  Jen is a CFP® and a CFA® Level III candidate.


Jay C Burgman, CFP®, AEP®

Wealth Management Advisor


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