Our Team

 
  • Alan F. Delcorse

    Founder, CEO and CIO

  • Jeff Delcorse, CFP®

    President and Head of Financial Planning

  • John Kleczynski

    Director of Next Phase Retirement Consulting

  • Natalie Jump,
    AIF®, RFC®

    Head of Client Services

  • Michelle Juras, ChFC®

    Senior Compliance Officer

  • Craig Ibrahim

    Partner & Principal - HighPoint Planning Partners