Dave Williams is a co-founder and partner of WPG Financial Group. Dave started in the insurance and investment business in 1994 and specializes in all facets of employee benefit consulting. Dave was born and raised in Baltimore and is active in several charitable organizations. He serves on the board of Pathfinder’s for Autism. He currently resides in White Marsh with his wife Eva and their children Elizabeth, Jake and Joey. |
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Todd Paradise is one of the founding partners of WPG Financial Group. Todd worked with The MONY Group for 5 years as a financial advisor before helping establish WPG. Todd focuses on Financial Planning with a concentration on Retirement. He helps individuals with their retirement planning, retirees with their income planning, as well as advising corporations on their company retirement plans and 401k's. Todd was a graduate of Towson University where he played lacrosse. He currently resides in Baltimore City with his wife.
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Steve Gessner entered the Financial Services industry in 1995 and worked for the Mutual of New York / MONY for 10 years. He joined Woodbury Financial in 2005 and founded The WPG Financial Group with partners Dave Williams and Todd Paradise. Steve is a CFP designee and specializes in the areas of small business owner and executive consultation . He is a graduate of Towson State University and lives in Baltimore with his wife Linda and two daughters, Alexa and Ella. |
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Nicole Reese has been a part of the financial services industry for over 10 years. As the Client Relations Manager of the Individual Markets, Nicole assists with the implementation of our clients’ individual investment accounts, and group retirement plans, as well as handling clients’ account related requests. She also works as the connection between our clients and the insurance companies; to gather required information, and communicate the policy status, during the life insurance underwriting process. Nicole is a graduate of Towson University, and lives in Perry Hall with her husband, Sean.
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Christie Turnbull has been with WPG Financial Group for 2 years now. She is responsible for all new group business, client renewals, proposals, upkeep of our client database and customer service. Christie has a strong background in medical billing and is able to assist employers and employees with any insurance benefit or claims questions they may have. She works very closely with our clients to provide them with the highest, most satisfactory level of service. Christie is a native of Baltimore, Maryland and a graduate of Towson State University.
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Joe Sclafani joined the WPG team in August, 2008. Joe entered the Financial Services industry in 2007 after a career with Constellation Energy. He specializes in Financial and Retirement Income Planning. He is a graduate of Drexel University and Loyola College and resides in Cockeysville with his wife Eileen and their children Suzanne and Peter.
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