Your Planned Financial Services Team Joe Rogers, II Andrew Hardy Rebecca Dolar Cynthia Yang Amy Valentine Frank Fantozzi Ashley Benton-Cooper Michelle Velotta Veronica Kalinski Brian Klecan Joan Borecky

The Team You Rely On for the Life You Desire

The PFS team is a diverse group of experienced and talented individuals who share a common passion rooted in a simple philosophy: to care for and serve our clients and their families as we would our own. Team members with broad skill sets seek to continually educate themselves for the benefit our clients’ financial well-being.

Our focus is simple: to support you by honoring your family’s values, career aspirations, and personal goals in pursuit of your life objectives. This forms the foundation of our practice, enabling us to deliver advice that is proactive, objective, and actionable.

Frank Fantozzi leads the firm with a single mandate:

Do what is right—make a difference in our client’s lives each day—by helping clients achieve what they require.

Want help? Let's talk.