1938 Security Drive
Frank began his career in the financial services industry in 1993 at Morgan Stanley Dean Witter. His primary focus has been building comprehensive financial planning strategies for physicians and small business owners. Frank focuses on...
Financial Advisor, Professional Plan Consultant (PPC), Certified in Long Term Care (CLTC)
Stephen joined the firm in the summer of 2015 after 25 years as a midsized business owner and operator. He brings a wealth of private business experience and understands the challenges facing small businesses today. Stephen is a...
In 2007, Harvey left his career in Chemistry to follow his passion in the financial field. He has since gained over a decade of experience as a financial adviser. Harvey has helped develop comprehensive financial strategies for...
After beginning his financial career with New York Life and NYLIFE Securities, Graig joined Corto financial group in the beginning of 2019. Graig earned a bachelor’s degree from Ursinus College and a M.B.A. in Health...
Calyssa joined Corto Financial Group in May of 2015. She graduated from York College of Pennsylvania with a Bachelor's of Science in Finance. She currently serves as an Administrative Assistant in the office. In her free time she...
Administrative Assistant - Insurance Coordinator
Christine joined Corto Financial Group in October 2021. She currently serves as the Administrative Assistant in the office. In her free time, she enjoys spending time with her husband Steve, their cats and dogs, as well as crocheting...
Dom is currently attending the University of Tampa pursuing a degree in Finance and Entrepreneurship as well as playing Varsity Lacrosse at UT. Dom has been around CFG his entire life and is in the process of passing all of his...
Peter chose the financial planning profession because of the potential to make a meaningful difference in the lives of his clients and their families each and every day. He began his career in England with Prudential...
Xzavier started his career in the health insurance industry, X joined the Corto Financial Group in January of 2023. After graduating from Manheim Township HS, X enlisted in the US Navy, before being medically discharged. X...