Harry J Mentonis, CLU®, ChFC®, CASL®
Wealth Management Advisor


Bradford & Mentonis Financial Group

My Team

 

Alixandra J Porrini

Director - Investments & Operations
Office 215-972-2768

Alixandra is the director of investment operations and joined our firm in 2017. She has spent the last 10 years with Northwestern Mutual in this role. She currently handles the trading and rebalancing of all investment accounts, portfolio construction, conducts due diligence reviews, and all other investment operations. She graduated summa cum laude from West Chester University in 2008, and holds her Life, Accident, and Health Insurance license in addition to maintaining her Series 6, 7, and 63 registrations.

Alixandra will be reaching out to you to take care of any paperwork for opening new accounts, trading, and for the transfer of assets.

 

Mary Knox Marsh

Director of Insurance Operations and Services
Office 215-569-1222

Mary is the director of insurance operations and has been with our firm since April of 2014.  She currently handles all insurance operations, proposal generation, scheduling, and works one on one with clients to ensure the technology we provide is being utilized correctly. She holds her Life, Accident, and Health Insurance license.

Mary will be reaching out to you for all schedule related needs and to ensure registration on the client website.

 
Michael C Lesher

Michael C Lesher, CFA®, CFP®

Director of Financial Planning
Office 215-569-1222

Mike is the director of financial planning and joined our practice in 2016. He currently develops the financial plans that we deliver to our clients, audits investment accounts, and helps facilitate the transfer of assets. Mike has over 20 years of financial services experience in financial planning services, research, risk, and performance measurement. He earned his Chartered Financial Analyst designation in 2006, and is a member of CFA® Institute. He holds his securities Series 6, 7, 63, 66, and 24 registrations.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck