Our Team

Mr. Cicchella is a principal of Strategic Planning Concepts, LLC. He has been in the financial services business for over 25 years. He works with closely held business owners and other high net worth individuals in the areas of Estate...

Mr. Asti is a principal of Strategic Planning Concepts. A graduate of Michigan State University, he has devoted over a 15 years to the financial services industry.After beginning his career at Sagemark Consulting, Trevor left to...

Mr. ONeill is a principal Strategic Planning Concepts, LLC and has been in the financial business for over 15 years. He focuses on estate, financial, retirement and tax planning. Prior to entering the financial arena, Kevin was a...

As a Financial Advisor with Strategic Planning Concepts, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources -- including...

Gary has over 40 years of experience in the financial services industry and is cofounder of Strategic Planning Concepts, LLC whose roots date back to the late 1990's.Gary's practice focuses on helping people reach their specific...

Marie Majka is an Executive Assistant for the team at Strategic Planning Concepts. She joined the firm over 15 years ago and brings nearly 20 years of industry experience to the group. She plays a vital role in the...

Jill Dargo is an Executive Assistant for the team at Strategic Planning Concepts. She responsible for providing ongoing support to our clients and processing service requests. Jill Dargo brings 17 years of experience in the service...

Gina Tropea is an Executive Assistant for the Strategic Planning team and has over 27 years of experience in the financial services industry.  She joined our firm after being Vice-President of Campbell Retirement Planning Centers...