Donna Vickers - Operations Manager
For over 22 years, Donna has served as the firm’s Operations Manager. Donna is primarily responsible for all bookkeeping, payroll and procurement services at Financial Planning Associates. In addition to her role as the firm’s Operations Manager, Donna also coordinates all of the firm’s charitable endeavors and community service events. Donna has a Bachelor of Science degree in Management from St. Joseph’s University.
Email Ms. Vickers at firstname.lastname@example.org
Heather A. Waryga – Client Service, Client Communication and Events - FPA Wealth Management Advisory Team
Heather joined the FPA Wealth Management team in January of 2010. In addition to providing general client service to our clients, Heather is responsible for processing business, monitoring transfers and all insurance cases in underwriting. Additionally, Heather manages FPA Wealth Management’s client communication campaigns via the firm's website, email and social media. Heather also coordinates all of the client events hosted by the FPA Wealth Management team.
Heather holds FINRA Series 6 and 63 registrations, registered through LPL Financial and holds a Life, Annuity and Health Insurance license for the state of Pennsylvania. Heather has a Bachelor of Science degree in Business Management from Goldey-Beacom College.
Email Ms. Waryga at email@example.com
Dominic A. Oteri, CFP® – Associate Wealth Advisor - FPA Wealth Management Advisory Team
Dominic, is a member of the FPA Wealth Management team since 2013 after beginning his career at The Vanguard Group. Dominic is responsible for the relationship management of a select group of clients. Dominic coordinates all wealth plans for our advisors and manages our planning platform, WealthVision®. Additionally, Dominic is also responsible for assisting the advisors with investment and portfolio research, reporting and trading.
Dominic, an Investment Advisor Representative under Private Advisor Group, is a CERTIFIED FINANCIAL PLANNER professional TM (CFP®). He holds FINRA Series 6, 63, and 65 registrations, registered through LPL Financial and holds a Life, Annuity and Health Insurance license for the state of Pennsylvania. Dominic is a proud graduate with a Bachelor of Science degree in Finance with a minor in Risk Management & Insurance from La Salle University.
Email Mr. Oteri at firstname.lastname@example.org
Andrea J. Monaghan - Employee Benefits and Retirement Plan Client Service - FPA Business Solutions Team
Andrea joined the FPA Business Solutions team in November of 2013, bringing with her over 20 years of experience in the insurance and financial services industry. Andrea leads the FPA Business Solution service team. Andrea is responsible for offering support to business owners and human resource directors, helping them manage their company’s employee benefits and retirement plans.
Email Ms. Monaghan at email@example.com