The Team

Michael E. Jaspan

Michael is specialized in financial literacy. He helps his clients with retirement and whole life planning. He has a holistic approach.

Michael was born and raised in the Philadelphia area. He is a proud Penn State Alumnus. As a lifelong Philly resident, he is involved with many organizations throughout the community, including supporting Shriners Hospitals for Children and the Masonic Children’s Home. Michael has over 30 years of experience in the financial services industry and focuses on implementing secure, distinctive strategies to protect his clients’ wealth. Over the years, Michael has helped countless families with two of their primary financial concerns: retirement and college planning. In 2015, Michael joined a team of advisors offering a safe and predictable outcome for your retirement.

Medge Jaspan


Medge is the  Career and College Planning specialist, Positive Psychology Practitioner, graduated from Columbia University with a Master in  Psychology in Education. Her passion is to motivate, inspire, and encourage people to embrace and enjoy their uniqueness. She works with high school students and their families to help them succeed in their transition to college.  She also guides adults in to find their next step. Medge  was born and raised in France. She has over 26 years of business experience. In 2011, Medge and Michael joined together to combine their expertise to develop safe, innovative solutions to enhance and achieve their clients’ dreams and goals. Over the years, Medge and Michael have helped many families with two of their principal life concerns: retirement and college planning.  Medge has developed tools to keep their clients informed.

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