Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team of Fiduciary Financial Advisors

Joseph Sarappo

President, CEO, CCO

215-657-8600

JSarappo@retire-yes.com

As the lead advisor at Retirement Planning Specialists, Joe relies heavily on his 25 years of experience in the financial industry to serve his clients. He believes prudent investment advice, solid returns and quality service are...

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Thomas Damasco, CFA

Chief Investment Officer

215-657-8600

tdamasco@retire-yes.com

Thomas Damasco, CFAChief Investment Officer - RPSAs Chief Investment Officer of RPS, Thomas Damasco oversees the firm’s investment management process and works closely with the investment committee in setting investment policy.Mr...

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Christopher Sacco, ChFC®

Wealth Advisor

215-657-8600

CSacco@retire-yes.com

After receiving his B.S. in accounting from Penn State in 1996, Chris began his career as Controller for a subsidiary of an investment firm based in Wayne, PA. With his background in finance and accounting, Chris found his niche when...

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Kyle Jennings

Wealth Advisor

215-657-8600

Kjennings@retire-yes.com

Kyle Jennings is a Financial Advisor and Analyst at Retirement Planning Specialists. Kyle attended Bryn Athyn College, located in Bryn Athyn, PA. During his tenure at Bryn Athyn he studied Business and Finance. He started his career in...

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Jean Hodnett

Client/Tax Associate

215-657-8600

JHodnett@retire-yes.com

Jean joined our firm in 2019 with 18 years experience in Tax Preparation and Client Relations. Earlier in her career, Jean was a Teaching Assistant for Emotional Support Students. She has an Associates Degree from Montgomery County...

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Daniel Sarappo

Insurance Agent

215-657-8600

dsarappo@retire-yes.com

Daniel graduated from West Chester University in 2021 with a Bachelor's Degree in Accounting. Daniel decided that he wanted to utilize his degree to pursue a career in the Insurance Industry. He made it his priority to be a fully...

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Jacqueline McColgan

Bookkeeper

215-657-8600

JMcColgan@retire-yes.com

Jackie joined Retirement Planning Specialists as our Bookkeeper in January of 2012. Her responsibilities include handling accounts payable and accounts receivable, payroll, and benefits administration. After many years in the...
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Janice Storz

Client Service Associate

(215) 657-8600

jstorz@retire-yes.com

Janice is a lifelong resident of Willow Grove, whom actually is living in her childhood home, with her husband Joe, for 37 years. Janice have two grown sons, Josh and Jordan. Janice recently took an early retirement from Johnson &...

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Catie Gabor

Manager of Operations

(215) 657-8600

cgabor@retire-yes.com

Catie Joined Retirement Planning Specialists as our Receptionist in May of 2018. Since than she has grown into the role of Manager of Operations and Client Services. Her responsibilities span many areas and she is always here to answer...

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