MEET YOUR TEAM | Coordinated Wealth

50+

Years

Experience

14

Team

Members

27+

Strategic

Partners

6,000

People Helped

and counting

the team

OUR TEAM

As an independent financial services firm, we can access many different areas of planning so you can get the right products and services for you.

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Louis J. Tita III, LUTCF

Louis serves Coordinated Wealth in a leadership role. He began his career with AIG in 2001 as a Financial Services Representative, and later was promoted into various management positions. During this time Louis obtained his LUTCF degree through the American College and still remains a member of the National Association of Insurance and Financial Advisors. He is currently working on his ChFC through the American College.

Louis is committed to leading Coordinated Wealth with a Business as Mission mindset. He believes stewarding his time, talent, treasure and influence is a solution to bring harmony to businesses, ministries, and the local community.

An active member at Slatebelt Community Church, Louis participates in several outreaches and ministries. He launched a Mixed Martial Arts Outreach where he teaches Self-Defense using 100% of the donations to go back into the local community for those in need. His passion for Martial Arts has enhanced his discipline, tenacity and work ethic which is evident in his career.

Louis is married to his wife Heather, and they have three beautiful children. Heather graduated from Moravian College with a degree in Graphic and Interactive Design

Jill Wenz

For more than 15 years, Jill E. Wenz has devoted herself to providing financial services to the greater Lehigh Valley area. She began her career working for large firms that served equally large corporations, but found her calling in helping individuals and small businesses. In 2010, Jill founded Wenz Tax Financial Services, LLC to make that dream a reality.

Originally based in Slatington, Wenz Tax & Financial Services, LLC quickly expanded to larger office spaces in Allentown. In 2020, an additional office in Palmerton was opened. While growing her business, Jill went back to school to earn her Masters in Taxation from Villanova School of Law and raised a family

of 5 kids with her husband, Ron.

Outside of working, you can find Jill spending time with her children, hiking the Appalachian Trail, and playing with her loveable office puppies.

FIND OUT MORE

Louis Tita

Jill Wez

Alicia Emili

Contact: Alicia E Emili, Esq. Cell: 610-392-6280 Email: alicia@emili.law

Alicia E. Emili, ESQ

I have been a licensed attorney for seven years, licensed in both Pennsylvania and New Jersey focused on both estate planning and business law. On the estate side, I work with both estate planning and estate administration. I help clients form Wills & Trusts as well as Health Care Directives. When there is a death in the family, I help clients on the estate administration end. With regard to business law, I handle a majority of buy/sell agreements, business formation, business advising, and contract drafting/review/negotiation.

My clients range from entrepreneurs to mid- size businesses, as well as those looking to preserve their financial gains through estate planning. With experience in business development prior to law school, I find it important to not only be informed of my clients needs when they walk through my door, but their ongoing needs and intentions moving forward. With this, it is essential that my clients have a circle of advisors that can interact with each other regarding the clients’ movements so that each professional’s advice streamlines in a manner that advances the client’s agenda in the best way possible. For example, it is often times natural for a lawyer to give different advice than an accountant- but when said lawyer and accountant team up to advance the clients’ needs, the transactions tend to run smoothly- in the end benefiting both the client and the professionals involved- leading to a higher retention of clients.

Working in both large and small law firms, I believe this strategy sets my firm apart from most. Outside of the firm, I am on the Board of the Lehigh Valley Consortium ofProfessional Organizations, and a member of the Lehigh Valley Estate Planning Committee, Community Partners 4 Kids, and Believers in Business.

Our Partnerships

Kristi Lutes

Kristi utilizes her experience with middle market mergers and acquisitions as well as individual strategic financial planning to help clients navigate through the process of selling their business. Kristi prides herself in the relationships she builds and manages with business owners striving to truly make an impact in their lives with a client-first service mindset.

Kristi spent 8 years in middle market investment banking with a focus on advising companies through a sale process to strategic and financial acquirers. She spent much of this time in New York City where she advised on over 50 transactions in the education, healthcare, pharmaceutical, technology, financial
institution, and publishing industries. She has worked with organizations across the globe.

Currently, Kristi works with small to lower middle market business owners throughout the Lehigh Valley in facilitating a comprehensive and fully managed business sale process. Kristi believes a dedicated and sophisticated process yields the most value and sale success for small business owners, which is lacking in this area.

Mark Mearhoff

The Mearhoff Insurance Agency, Inc has been serving the Lehigh Valley for over 60 years. The Mearhoff Insurance Agency, Inc., was founded in Wilson Borough, Pennsylvania, in 1944 by the late Howard Mearhoff.

Howard Mearhoff established the agency through hard work and dedication to his clientele, many of whom the Mearhoff Insurance Agency still have insured today.

Today, Mark H. Mearhoff is the 3rd generation owner of the insurance agency. Mark recently acquired the agency from 2nd generation owner Lee A. Mearhoff.

Whether you need a quote on existing car, home or liability insurance or you are establishing a new policy, Mearhoff Insurance Agency, Inc. can handle all of your insurance needs in one convenient location.

Our ability and responsibility as independent agents is to obtain the best possible insurance products for your BUSINESS or PERSONAL INSURANCE NEEDS.

Chris Meischeid

Chris has been a licensed insurance advisor for 15 years. He began his career with the Harford Insurance Group where he assisted with the development of several dedicated insurance programs across the country. In 2007 he accepted a role with one of the regions largest brokers where he obtained his designation as an accredited advisor of insurance.

Over the past 10 years Chris has specialized in commercial insurance and serves as a highly skilled risk management consultant to many of the areas most reputable firms. His customized risk management and safety programs have saved his clients millions of dollars in injury claims, lost wages, business income, and physical property damage loss.

Presently Chris resides in Palmer Township with his wife Kara and their 2 children.

Kristi Lutes

Mark Meahoff

Chris Meisched

Our Strategic Alliances

Abby Tomasic

I am a proud mom of 2 bright kids and lucky enough to have been able to call the Lehigh Valley my home for the last 30 years – and I care about the people I share it with.

I have an extensive knowledge of our local market and an abundance of resources from the only 24/7 lifestyle brand – Better Homes and Gardens Real Estate. I am here to help with all your real estate needs. Whether it is time to sell or relocate, you can trust me to get the job done. With You All The Way!

Abby Tomasic REALTOR® Lic #RS340754 Cell: 610-554-6527 Office: 610-882-3135 abbytomasic@gmail.com

Dave Burgio

Dave specializes in the restoration of clients credit reports in a very quick turnaround time. Dave will work with you to remove derogatory credit and incorrect reporting. Dave's focus is to educate people on how to obtain and build new credit during the repair process. He has always had a focus on business and entrepreneurship. Dave has been involved in his father's restaurant since he was 13 years old. He has a passion for helping people reach their goals specifically with credit due to the alarming rate of nearly 70% of Americans having some type of credit issue.

Dave was born and currently lives in Easton, PA. He is a 1999 graduate of Easton Area High School Dave is married to the love of his life, Jamie and they have a son, Dominick, and a daughter, Aria, that are the light of their lives. He loves spending time with his family, loves the outdoors, cars and motorcycles.

www.trifectacreditsolutions.com (844) FICO-NOW

John Musella

John Musella has worked in the mortgage industry since 2016. He understands how to identify a mortgage program customized for each buyer’s unique needs.

John has expertise with the ins and outs of the entire mortgage process and is committed to providing each customer and business partner with the highest level of service and professionalism. John's dedication to excellence and high standards for customer satisfaction make the mortgage process pleasant and easy for everyone involved. Let John provide you with outstanding service and individualized options.

Whether you are refinancing your current home or looking to purchase a new one and achieve the American dream of home ownership, John can help you today!
NMLS #1503414
WFS NMLS#2731

Amy Templeton

Amy is a local Realtor serving her clients in the Lehigh Valley for over 9 years, specializing in residential sales. Whether they’re purchasing their first home, downsizing, upsizing or a savvy investor, Amy is there every step of the homebuying process.

In addition to real estate, Amy serves as an elected official in Lower Nazareth as a Township Supervisor. She also serves as a board member of The Memorial Library of Nazareth and enjoys giving back to her community. Outside of work, she stays busy with her husband and their three girls skiing, hiking, kayaking and playing sports.

Sam Feeney

As a school counselor and college consultant, I spent years helping students choose which colleges to attend before realizing that I wasn't helping their parents figure out how to pay for it.

I became a Certified College Funding Specialist and Independent Advisor Representative - and wrote two books on college! - so I can help your family make sense of each step of college funding, helping you not only make great decisions about where your child goes to college but most importantly avoiding the big mistakes that many families make unknowingly and unnecessarily.

I invite you to join us on the journey to pay for college... on your terms.

Certified College Planning Specialist

Contact- 215-690-1492

Ashley Fillmore-Reimer

Ashley has been a licensed Medicare Supplement Broker since 2015. She is passionate about helping clients to understand Medicare, find the best coverage for their needs and save money on existing Medicare policies. Her focus is to educate others to bring a strong understanding of the Medicare system and gaps in coverage that everyone should be aware of. Knowing that her clients have proper protection at the most affordable prices is the most satisfying part of her job. Ashley and her husband, Steve, welcomed their first child this April.

Best way to be reached is by phone:

215-262-6442.

Abby Tomasic

Dave Burgio

John Musella

Sam Feeney

Ashley Fillmore

Amy Templeton

Our Relationships

Dave Peischl

Dave is a native of Nazareth Pennsylvania. After graduating high school Dave went on to serve honorably in the United States Marine Corps. Upon completion of his enlistment he obtained his Bachelors of Science from Westwood College. He began working for Harleysville Insurance as an I.T. administrator in 2007. Dave went on to obtain his Insurance Licenses in January of 2008 and created Peischl Insurance Agency March of 2010, now rebranded as DP Benefits Group. While he is well versed in several lines of insurance, he likes to spend much of his time focused on employer benefits.

Dave is the President of the Nazareth Area Blue Eagle Education Foundation, a board member at McCann School of Business, a Director Consultant with BNI, a Free Mason, a member of the Alpha Beta Kapa National Honor Society, and enjoys volunteering and giving back to the community. He lives in west Allentown with his daughter Madison.

Sal Piccolo

Sal is working with InsureMe, Inc specializing in helping clients navigate through the options and challenges they face choosing the right medical insurance products. Sal will guide you through the intricacies of the ACA (Affordable Care Act) and price points that make the most sense for you. He will serve you in private short term medical insurance, health shares, indemnity plans, dental, vision or supplemental coverage's.

Sal has been in the insurance and financial services industry for over 7 years. He began his career with AIG and has now left to become an independent broker with the American Insurance Organization.

Originally from Brooklyn, NY he now lives in the Poconos and is a Husband and Father of four.

Contact: 866-999-4932 ext. 2297

Jake Gaglio

Jacob is a broker with Integrity Advisors Pension Consultants, Inc. He is a partner in the third-generation business. Jacob possesses a unique ability which is focused on Qualified Plan opportunities to the closely held business and individual communities. He helps to enable the client/cpa/center of influence to take advantage of opportunities to maximize retirement while reducing income tax liability.

Thanks to the efforts of our grandfather, father and founder, Salvatore Gaglio, to bridge the inter-generational changes in tax legislation. Our key strength from his generation to ours and for many more years to come will remain the same: "STAYING CURRENT ON CHANGES IN THE FEDERAL TAX LAW THAT IMPACT THE BUSINESS COMMUNITY."

Jacob attended Marist College where he majored in business management and minored in business marketing. He enjoys all aspects of the outdoors including hunting, fishing, hiking, etc. He currently resides in Westchester, NY.

Contact: 845-489-5945