Our Team

Levy Wealth Management Group

Collaboration is Part of Our Culture

Your partners in financial planning since 1971!
Our team has provided customized wealth management services to families and businesses for fifty years.


Victor Levy portrait


Wealth Advisor and CEO

Michael Clatterbuck

Wealth Advisor and COO

Joseph Robostello

Wealth Advisor

Jason Lawrence portrait

Jason Lawrence

Wealth Advisor


Wealth Advisor

Advisory Support

Lisa Distefano portrait

Lisa Distefano

Client Services Associate

Donna McPeake portrait

Donna McPeake

Client Services Associate

Desiree Fusco

Administrative Assistant


Victoria Freece

Director of Operations

Michele Tinsman

Senior Operations Associate

Wesley Wasserman

Client Service Associate

Portfolio Management

Ryan Hogg portrait

Ryan Hogg

Wealth Strategist

Rex Schilgen

Wealth Strategist


Joshua Goldberg portrait

Joshua Goldberg

Administrative Associate

Let’s Get Started

Start Planning Your Financial Future

Let’s meet and discuss your family’s financial needs. Start your journey with Levy Wealth Management Group today.