Broker Check

Team

Scott J. Tapper, AIF®, PPC®

Employee Benefits Consultant / 401(k) Plan Specialist (Partner)

(610) 627-5566

(610) 627-9521

Scott is the founder of FPA Benefits, focusing on helping business owners manage their employee benefits and company sponsored retirement plans. Scott is dedicated to offering world class benefits to his clients' in the most...

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Thomas H. Vickers, III, ChFC®, CLU®, RHU®

Wealth Advisor and Partner; FPA Wealth Management

(610) 627-5566

(610) 627-5577

With over 30 years of experience in the financial services industry, Tom helps a select group of clients simplify their financial lives and progress towards achieving their most important lifetime goals. Tom serves as the co-leader of...

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Shane W. McCormick, CFP®, AWMA®, CRPC®

Wealth Advisor and Partner; FPA Wealth Management

Shane focuses on wealth planning and management for a select group of clients. Within FPA, Shane serves as the co-leader of the FPA Wealth Management advisory team, along with Thomas H. Vickers, III. Shane is dedicated to helping our...
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Charles R. Kedra, CFP®, CEPA®, AIF®

Wealth Advisor and Director of Business Planning Services; FPA Wealth Management

As a CFP® and CEPA®, Chuck has been helping successful families and businesses achieve their financial goals for 30 years. Chuck has had a diverse career in the financial services marketplace. He holds a BS degree in accounting...
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Dominic A. Oteri, CFP®

Associate Wealth Advisor - FPA Wealth Management Advisory Team

(610) 627-5566

(610) 627-5577

doteri@fpawealthmgmt.com

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...
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Donna Vickers

Operations Manager

(610) 627-5566

(610) 627-5577

dvickers@fpawealthmgmt.com

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...

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VesnaAnn Tucker

Client Service, Client Communication and Events - FPA Wealth Management Advisory Team

vtucker@fpawealthmgmt.com

VesnaAnn Tucker joined FPA Wealth Management in 2018 with direct client service experience after working with Philadelphia residents within the Pennsylvania Waiver Program. VesnaAnn is responsible for coordinating our client events, as...
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Jennifer A. McCormick

Project Manager

jmccormick@fpawealthmgmt.com

Jennifer McCormick joined FPA Wealth Management in 2017. Jennifer has over 10 years of experience in supply chain and logistical management for several Fortune 500 companies, including Nabisco, Inc. and Campbell Soup. She is primarily...

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Robert (Rob) C. Kedra

Client Services Associate

rkedra@fpawealthmgmt.com

Rob joined the FPA Wealth Management team in January 2018. Rob's primary role is to assist clients in setting up and maintaining their personal financial homepage in FPA’s WealthVision financial management system. Rob also helps...

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Lauren E. Vickers

Client Services Associate

lvickers@fpawealthmngt.com

Lauren became a member of the FPA Wealth Management Team in 2019 after a career in commercial real estate. After graduating from The Pennsylvania State University with a Bachelor of Science degree in Risk Management and a minor in...
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