Our Team

Steve Gessner, CFP, is a Co-Founder and Partner at WPG Financial Group, LLC. Prior to establishing his own firm, Steve served clients with the MONY Group for ten years. Working in the financial services industry for 22 years, Steve...

Todd Paradise, CFP, is a Co-Founder and Partner at WPG Financial Group, LLC. Serving clients in the financial industry for over 17 years, Todd worked with the MONY Group prior to establishing his own firm in 2005. Todd serves WPG...

Dave is a seasoned insurance professional with over 20 years of experience in insurance and all facets of employee benefit consulting. He is committed to helping families with their insurance needs as well as helping business owners...

As a Financial Advisor, Patrick helps clients simplify the complicated in order to achieve their financial goals. His specialties include comprehensive financial planning, tax-advantaged investments, life insura...

Dale is a graduate of Towson University class of 86' and has been in the fixed income markets ever since. Dale has run large fixed income groups at Legg Mason, Morgan Keegan and Janney Montgomery Scott. His knowledge of the fixed...

Michael is a graduate of Southern Methodist University class of 1989 with a degree in Finance and Philosophy. Michael has worked in the capital markets industry in various investment banking and trading roles with Alex. Brown, Bankers...

Nick is a graduate of Olivet Nazarene University where he majored in Business Administration & Finance with a focus in Certified Financial Planning.

Nicole began working in the financial services industry in 1998. She joined WPG’s team in 2005. Nicole assists with the implementation of clients’ individual investment accounts and group retirement plans. In addition,...