Leadership


  • * David R. LaBricciosa
  • * Marc J. Bernstein
  • * Christopher T. Chilcoat
  • * Ryan B. Greiser
  • Salpy Kalaydjian
  • Michelle LaBricciosa
  • * Donald A. Lewis
  • Sheila Llanio
  • * Philip Travaglini, CLF®

* David R. LaBricciosa,CPA ®

Managing Partner


  • Certified Public Accountant
  • Villanova University Accountancy
  • * New England Financial's Chairman’s Council Qualifier
  • * New England Financial's Masters Managing Associate Award (multiple years)
  • * New England Financial's Sales Manager of the Year (multiple years)
  • * Children's Hope Foundation's Edward E. Phillip Award for Outstanding Citizenship

David joined AspireWealth Planners in November 2014 as Managing Partner. He has been described by many as highly committed, very enthusiastic, intensely loyal and extremely knowledgeable in the areas of financial strategy and leadership.

Based in Hunt Valley, Maryland, under David’s direction, AspireWealth Planners aims to be one of the leading holistic wealth experts in our communities, committed to becoming the premiere resource of wealth accumulation and preservation in the Chesapeake Bay Region and D.C. Metro marketplace.

With the guiding values of providing nothing less than excellence in service, as well as integrity and respect, David is establishing a new culture in the firm—creating a mentoring culture for junior associates and a succession plan for team leaders.

David’s expertise in areas of financial strategy and leadership is evidenced by his track record. Prior to AspireWealth Planners, under David’s direction, Independence Wealth Strategies experienced a 68% average sales growth in its top performers. David served as Managing Director there from 2009-2014, during which time the firm achieved MetLife’s Leaders status. As an accolade to the change of culture, the firm won the Philadelphia Business Journal’s 2013 and 2014 Best Places to Work Award

Prior to IWS, David worked as a Division Manager at Creative Financial Group and was at Deloitte & Touche for 2 years. At CFG, his teams earned Chairman’s Council (6 qualifiers), Master’s Council (5 qualifiers), and Leader’s Council (10 qualifiers). He worked directly with 6 of the top 10 producers in the Metlife/NEF distribution channels, resulting in overall divisional GDC in excess of $17 million. He led the strategic practice development and team building of the New England Financial Flagship winner for five consecutive years.

Over the course of his career, Dave has received many of the industries’ most prestigious awards, including Chairman's Council Qualifier (Sales Manager of the Year) and the New England Financial Master Managing Associate Award for the retention of existing producers and development of new recruits. He has won the Agency Builders Managing Associate Award annually since becoming a Sales Manager in 1996 and is a multiple winner of New England Financial's Sales Manager of the Year award.

Active in the community, he is heavily involved with local charities and is a supporter of the Andy Talley Bone Marrow Foundation, the Variety Club as well as co-founder of the Children’s Hope Foundation. Children's Hope Foundation has awarded in excess of $100,000 in scholarships to children directly or indirectly impacted by cancer. In recognition of his profound accomplishments with the Children's Hope Foundation charity, David has been awarded the esteemed Edward E. Phillip Award for Outstanding Citizenship. With AspireWealth Planners, he is actively involved in the Andy Talley Bone Marrow Foundation.

David resides in Garnet Valley, PA with his wife, Gina, and their four children: Robert, Rachel, Dominic, and Gabrielle.



* These awards and/or achievements do not evaluate the quality of services provided and is not indicative of the award winner’s future performance.

* Marc J. Bernstein, ChFC®, CAP®,
CLU®, J.D.

 

Marc J. Bernstein is the founder, and a financial planner and strategist at MWealth advisers an affiliate of AspireWealth Planners. Having grown up in a family business, he is experienced and knowledgeable regarding financial planning for closely held business owners.

Marc holds a BA in music from the University of Delaware. He graduated and obtained his Juris Doctor degree from The Ohio State University College of Law, having also attended NYU School of Law. As an attorney he focused on the business sector, primarily the entertainment business and also has litigation experience. He later decided to enter the financial planning field, having always been interested in goal accomplishment and helping others to reach their personal financial aspirations, business planning and legacy goals.

Having spent 25 years as a Senior Partner in a major regional financial services firm, he founded MWealth advisers in 2015.

Through, Horner, Townsend and Kent, his dedicated team offers fee-based financial planning services and asset management strategies regarding: Financial Position, Protection Planning, Investment Accumulation Planning, Tax Efficient Strategies, Retirement Distribution Planning and Wealth Transfer Planning.

Marc gets great satisfaction from seeing clients progress toward their lifetime financial and legacy goals. Marc's strong work ethic is evident in his dedication to the success of his clients. A chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Adviser in Philanthropy (CAP®). He has been active in community affairs and fundraising efforts for organizations that include the American Cancer Society, Variety – The Children’s Charity of the Delaware Valley, Jewish Federation of Greater Philadelphia, and the American Technion Society. An accomplished musician, he writes and records original music. Marc enjoys golf, bicycling, exercise and meditation.

* Christopher T. Chilcoat, CRPC ®

HTK Field Supervision Specialist

* Ryan B. Greiser

Financial Adviser & Sales Manager


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Adviser at AspireWealth, Ryan is responsible for leveraging his existing relationships in the Philadelphia region, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities. Ryan has a long track record of success, both as an Adviser and in management.

Prior to joining AspireWealth, Ryan worked at Bankers Life in King of Prussia, PA. He enjoyed success as an Adviser by being named as Rookie of the Month twice in his first six months. Ryan was promoted to the Unit Field Trainer due to his consistent results, talent, and ability to lead. Wanting to further his knowledge in the industry, he obtained his securities license and was eventually named Unit Sales Supervisor of his office shortly thereafter. Within two years of assuming that role, he built a team of 35 advisers that were recognized collectively as a Top 5 team nationally. At AspireWealth, Ryan specializes in the following target markets: small businesses, personal financial strategies, athletes, and Millennials.

Born and raised in Sellersville, PA, Ryan graduated from Liberty University earning his undergraduate degree while serving as Captain of the Football team that finished Top 10 Nationally in 1-AA his senior year. Following college, Ryan played 3 seasons as a Professional Football Player in the Arena Football League before beginning his career in Financial Services. He is still involved in the game serving as a Member of the Maxwell Football Clubs’ High School Awards Committee.

Ryan resides in Philadelphia, PA with his wife, Jessica, and enjoys traveling in his time away from work.

Salpy Kalaydjian

Business Manager to Mr. David LaBricciosa, CPA ®, Managing Partner

Michelle LaBricciosa

Business Development Specialist

  • 410-568-7607
  • mlabricciosa@aspirewealthplanners.com

As Business Development Specialist, Michelle is responsible for firm branding, event planning and coordination, digital marketing, and various target marketing campaigns that take place both internally and externally for our agency. Michelle provides assistance to our advisers and their practices by providing opportunities through networking meetings, specialized training classes, and social media development.

AspireWealth Planners is a comprehensive financial services firm that strives to become the premier resource for wealth preservation and accumulation in the Chesapeake Bay region and DC Metro marketplace.

* Donald A. Lewis

Operations Manager


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As Operations Manager, Don will be responsible for managing the facilities in both our Hunt Valley, MD and Newark, DE locations, oversee new business processing, manage finances and budgets, as well as, help with human resource functions during the on-boarding process.

Don started his career as an adviser, and went on to serve in controls and operations. He comes to AspireWealth with over 22 years of industry experience. Prior to joining AspireWealth Planners, Don worked as Practice Manager at Metropolis Wealth advisers where he helped manage the practice of 5 advisers. Don also served as Assistant Operations Manager at MetLife where he reviewed both incoming and outgoing correspondence, helped submit new business inquiries, processed checks, and completed annual compliance reviews for local advisers. Don holds his Series 6, 7, 66, and 24.

Don currently resides in Sparks, MD with his wife, Julie, and two children, Matthew (13), and Charlie (6). During this time away from work, Don enjoys spending time with his family and friends, volunteering with the Autism Society of Baltimore County, and playing tennis.

* Sheila Llanio

Director of Talent Acquisition

 

Sheila comes to AspireWealth with 24 years of industry experience. Most recently, Sheila served as Sales Manager at Prudential where she was responsible for training and developing advisers, as well as, assisting with joint sales opportunities. Previously, Sheila served as Regional Vice President for 14 years supporting investment product firms such as ING and Allianz covering the Mid-Atlantic region for Marketing and Sales of variable annuities.

In her leadership role at AspireWealth, Sheila will be responsible for leveraging her existing relationships in the Mid-Atlantic region, expanding our services and solutions in the communities we serve, and helping to attract, retain and develop talent to our firm.

Sheila currently resides in Phoenix, MD and enjoys spending time with her family and friends during her time away from work.

* Philip Travaglini, CLF®

Director, Team Development and Adviser Development

  • 410-821-2920
  • ptravaglini@aspirewealthplanners.com

AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Director for AspireWealth, Phil is responsible for developing and overseeing the vertical growth of advisers and teams, as well as, expanding our services and solutions to help ensure our agency is one of the leading holistic wealth planners in our communities. At AspireWealth, Phil specializes in Practice Management, Coaching, and Leadership.

Prior to joining AspireWealth, Phil worked at Diamond State Financial as a Field Director. In his role he focused on attracting, retaining, and developing advisers to the agency. Phil also served as an Agency Sales Director with Independence Wealth Strategies in their three office locations in PA, DE, and NJ. As Agency Sales Director, Phil focused on the development and evolution of advisers and Adviser teams, along with helping mange the teaming concept throughout the agency. Phil has a long track record of success, both as an Adviser and in management.

Born and raised in Philadelphia, PA, Phil graduated from Delaware Community College earning his associates degree. Phil holds his FINRA series 7, 6, and 63, as well as, Life and Health license. He also received his Chartered Leadership Fellow (CLF®) through the American College in 2008.

Phil currently lives in Avondale, PA with his wife, Jennifer, and three children Philip, Ava, and Dominic. During his time away from work, Phil enjoys golf, basketball, and spending time with friends and family.

 

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