Our People

Our People

Stellar Advisors employs an experienced, qualified and dedicated group of professionals that possess a myriad of skills.

Emrich M. Stellar Jr., ChFC, CLU, CBEC
Emrich@StellarAdvisor.com

Emrich is the owner of Stellar Advisor a financial services practice located in Bethlehem, PA. For over 25 years Emrich and his team have been helping family business owners and individuals grow and transfer their wealth. Mr. Stellar specializes in the design, implementation, funding, communications and services of complex planning solutions for motivated clients. 

Emrich has extensive experience in finding, developing, and networking the broadest range of solutions for client's problems in the areas of Estate/Tax Planning, Business Owner Planning, Executive Compensation Strategies and Charitable planning solutions. 

Mr. Stellar has been a speaker on the subjects of Estate Planning, Business Succession Planning, Executive Benefits plan design and Nonprofit Funding. Emrich earned his undergraduate degree from East Stroudsburg University and his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.

Emrich is a past president and Board Member of the Lehigh Valley Society of Financial Services Professionals. He is a member of the Lehigh Valley Estate Planning Council, the Historic Bethlehem Partnership, the Treasurer of the Lehigh County Authority Board, and a former Cub Master of Pack 199. In the 1990's Emrich was publicly elected to two terms on the Lehigh County Board of Commissioner. 

During his financial planning career with CIGNA, and Lincoln/Sagemark, Emrich has qualified for all of the development and production honors including the highest honor of Top of Council. Emrich is a Charter Member of an elite planner group within the Lincoln/Sagemark system known as The Resource Group™. This is a National network of approximately 200 advisors who share the value of collaboration to bring unprecedented capabilities to the marketplace all in an effort to solve client problems. Emrich's top tier practice and network of advisors creates a unique planning source to help clients achieve their highest aspirations.

Glenn A. Graff, ChFC
Glenn@StellarAdvisor.com


Glenn joined the Stellar Advisor Group in 2001 after graduating from Kutztown University with a Bachelors of Science degree in Business Finance. He also obtained the ChFC designation in 2013. He is responsible for the objective evaluation of a client's current financial situation and the technical preparation of the systemic solutions to help meet the client's goals. He also reviews and conducts performance analysis of stocks, mutual funds, bonds, options, privately managed accounts and annuities. He is a securities registered and insurance licensed Para-Planner working closely with Emrich to help ensure the most comprehensive solutions to the complex financial and estate planning circumstances that our clients face.

 

 

James R. Steckel CFP®, CRPC®       

Jim@StellarAdvisor.com

 

Jim Steckel, CFP®, CRPC® joined Stellar Advisor in August of 2016.  Jim is a Certified Financial Planning certificant and also holds the designation of Chartered Financial Planning Counselor.  As such Jim is responsible for client financial plans.  His focus is on new client acquisition, financial plan design and current client plan updates.  Jim has over 16 years experience in the financial services industry. 

 

Jim's financial planning skills revolve around simplifying the complexities associated with financial, tax and retirement plans.  He is focused on creating plans that put his clients in a position to have more options so they can better navigate the financial stages of life.  By creating clear and actionable plans Jim helps his clients build their net worth while guiding them to hopefully avoid potential pitfalls along the way. 

 

Jim is active in the community and at his church.  He has a wife and 4 children with several grandchildren.  His family keeps him very busy while not in the office

James McGonigal
James@StellarAdvisor.com                              

James graduated from East Stroudsburg University in 2008 has a Bachelor in Business of Science degree specializing in Finance/Economic.  James holds FINRA series 63, 7, securities licenses and Life accident and health insurance. James  works closely with Emrich and Glenn supporting all aspects of the ongoing relationship with our clients. James McGonigal is typically the initial point of contact at Stellar Advisor and supports our business throughout our vast network of clients and service professionals. 

Alex Batista
abatisa@bsg-insurance.com  

 

Alexander has over 25 years of experience as a business and employee benefits consultant. Our services are designed to guide employers through the complexity of planning, compliance, communicating, and managing a successful employee benefits program. As a member of NAHU, NALU and several estate planning councils he is constantly keeping abreast of current tax and economic issues affecting employee benefits and business insurance planning. He has earned a “Fellowship” in advanced business planning from LUTCF, and has been a qualifying member of the MDRT. He is CMS certified in FFM and SHOP enrollment in the healthcare marketplace, as well as Medicare advantage plans.

Our role in benefits consulting has changed with the adaption of health care reform. As an advisor, our responsibility is no longer primarily limited to evaluating and recommending carriers, plan options, and funding strategies. In today’s market, our role begins with ensuring our clients understand the impact of health care reform and formulating a benefits strategy that is in-line with reform, organizational culture, and financial objectives.

Craig Hammer
Craig.Hammer@LFG.com


Craig has over 22 years of experience in the insurance industry originating in 1989 where he spent 5 years as an insurance producer providing risk management solutions to his valued clients with life, disability and property/casualty coverages. In 1994 he joined Penn Mutual Life Insurance Co. as a Regional Manager recruiting and training independent producers as part of the companies Independence Financial Network covering the Mid-Atlantic region. Over the years he earned multiple Regional Manager of the Year awards as he ascended the ranks; first as an Associate Regional Director in 2001 and then promoted again in 2006 to the Regional Director of the Mid-Atlantic Region. The Mid-Atlantic region was a multiple winner of Chairman's Awards which is Penn Mutual's most prestigious honor within the Independence Financial Network Sales Distribution System. In 2008, he formed RHM Partners along with Guy Rossi and Steve Miller in supporting producers and their clients with insurance and financial services needs. Awarded a Masters degree in Sciences of Management/Leadership (MSM) at the American College in 2007 he also holds CLU, LUTCF designations and FINRA series 6,7,24 and 63 licenses. He currently resides in Collegeville, PA along with his wife Patti and son Jimmy.

Guy Rossi
Guy.Rossi@lfg.com

Guy's experience in the life and disability insurance industry began 19 years ago, in 1992 as a Disability Sales Consultant with UNUM Corp in Western New York where he was a member of the UNUM Leaders Circle and a multiple Leaders Club qualifier. In 1995, he joined Penn Mutual's Independent Financial Network as a Regional Manager where his responsibilities included recruiting and training independent insurance agents on the various aspects of life insurance products. Guy held various sales management positions during his career with Penn Mutual and was a repeated Leaders Conference qualifier and award winner. A twelve year member of Society of Financial Services Professionals, Guy holds FINRA series 6, 7, 24 and 63 securities licenses. He has also earned a Bachelors degree in Economics from University of Rochester (Rochester, NY) and an MBA in Corporate Finance from the Simon Graduate School of Business, University of Rochester. Guy resides with his wife Sheila and son, Thomas in Worcester, PA.
 

Steve Miller
Steven.Miller@LFG.com

 

Steve's experience in various facets of the financial services industry spans over 32 years... He spent his first 10 years building a highly successful fee-based financial planning practice working with professionals, executives and small closely held businesses. Steve specialized in designing creative solutions for his clients' complex estate, business and investment planning needs. During his planning career, Steve qualified each year for his company's production honors awards. In his subsequent 22+ years, Steve has been responsible for the strategic direction, growth and profitability of three separate independent and life affiliated broker-dealers and registered investment advisory firms, a financial planning insurance agency, a national annuity distribution system and independent life insurance channel for a mid-size life insurance company. Steve has been a speaker on the subjects of Estate, Business Succession and Investment Planning for various groups. He has earned a LUTC credential in disability income as well as several agency management certificates. In addition, he has served on numerous life insurance and broker-dealer industry committees. He resides with his wife Sandy and 2 children in Doylestown, PA.

 

NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC
Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."

ROBERT E. APPEL, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.

BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

RICH E. AUSTIN, J.D.*, LLM, CRPC
Director of Financial Advisory Services

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives.

Has conducted seminars for financial professionals; served on advisory boards, created computer models to calculate tax implications, and authored articles on tax strategies.

GREGORY W. BUTLER, ChFC®, CFP®, CLU®
Director of Financial Advisory Services

Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits.

Graduated from Connecticut State University with a Bachelor of Arts degree in Economics. Served on the Board of Directors of the International Association of Financial Planners and the Board of Directors of the Kansas City Association of Insurance and Financial Advisors. Currently serves on the Board of Directors of the Kansas City Financial Planning Association.

JEFFREY COHEN, CFP® Member of Registry of Financial Planning Practitioners
Prestige Planner

 

Quoted in many national publications and has been a guest lectuer for several national organizations.

Inducted into the 1999 edition of International Who's Who of Professionals.


DEREK FERRIERA, CFP®, LUTCF, AMTC, CLU®, REBC®, CFS
Prestige Planner

Area of expertise: Has worked on over a thousand cases and runs financial plans through multiple design sessions before the appropriate options are presented.

Graduated from Cal Poly State University, San Luis Obispo. Board Member of Society of Financial Service Professionals; Member of International Association for Financial Planning; Member of American Society of CLU/ChFC; and Board Member of The Resource Group within Lincoln Financial Advisors/Sagemark Consulting.

JOSEPH FLYNN, J.D.*
Design Attorney

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business.

Graduate of Yale University and The University of Connecticut School of Law.

JACKIE GLASSCOCK, ChFC®, CFP®
Director of Financial Advisory Services

Areas of expertise: Estate planning for the affluent and business succession planning for the owners of privately held business.

Served on various Advisory Boards for Lincoln Financial Advisors.

BEN T. HUDDLE, CFP®, MBA, CRPC
Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.

Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

TIMOTHY S. JOHNSON, J.D.*, CRPC
Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.

BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

RUSSELL G. JONES
Executive Director, Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market.

Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.

HENRY G. MAUTNER, CLU®, ChFC®
Prestige Planner

Areas of expertise: Estate and business succession planning for highly affluent individuals.
Featured speaker on issues relating to multigenerational wealth transition.
Holds degrees from Miami University (Ohio) and Yale University.

ARTHUR H. MCGONIGAL, CFP®, MBA, ChFC®, CLU®, CMFC
Prestige Planner

Areas of expertise: Providing estate, business succession, investment and retirement planning services, as well as charitable planning and gifting opportunities as they integrate into these areas on a seamless basis.
Graduated from University of Virginia (Bachelors degree in Economics); MBA from George Washington University; currently pursing his Masters in Financial Services from the American College.

DIANNA PARKER, CFP®
Director of Planning

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and planning strategies.

Summa cum laude, Master's degree graduate from Southern Methodist University.

DOUGLAS B. RICHMOND
Director, Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

DONNA L. ROWAN, J.D.*, LL.M., CLU®, CHFC®
Assistant Vice President of National Design

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.

RANDY P. SILLER, CPA*, CIMA, CRPC, Masters in Taxation
Prestige Planner

Recognized for contributions to two widely acclaimed books, and has been quoted in many national publications.
Graduated with honors from University of Connecticut with a major in accounting and minor in finance; is a Certified Continuing Education Instructor for CPAs in New York and Connecticut.

ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®
Executive Director, Financial Advisory Services

Named in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002, the Birmingham Business Journal's Top 40 Under 40, and received the Leadership Award from the MS Foundation in 1997.

Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law, Member of the Alabama Society of Financial Planning Association and the AICPA.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MARY T. YOUNG, ChFC®, CRPC, CFP®
Director of Financial Advisory Services

Areas of expertise: Helping to evolve Lincoln's national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as they relate to the national planning team.

Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.