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Alfred (Fred) F. Matarazzo Founder
 The founder of the Main Line Financial, Alfred F. Matarazzo, Sr. is currently enjoying retirement.
A 1950 graduate from the Wharton School of the University of Pennsylvania, Fred became a field auditor with the Internal Revenue Service, until he received his CPA certificate from the American Institute of Certified Public Accountants (AICPA) in 1964. He then began managing his own accounting practice, which specialized in tax and financial planning.
In 1984, Fred Matarazzo received the designation of Certified Financial Planner (CFP) from the College of Financial Planning. In recognition of his skill and knowledge in Financial Planning, he received a specialization award of Personal Financial Specialist (PFS), from the AICPA in 1984.
Fred is an experienced voice within the Delaware Valley financial services community and is a member of the Institute of Certified Financial Planners, the Financial Planning Association (FPA), the International Board of Standards and Practitioners for Certified Financial Planners, the Registry of CFP Licensed Practitioners and the Philadelphia Estate Planning Council.
Registered to solicit securities since 1958, Fred was formerly a registered principal with FSC Securities Corporation and he was also a licensed real estate broker.
Since 1972, Fred still has resided in Narberth, Pennsylvania which is the reason that his firm– now partnering with clients throughout the Delaware Valley– came to be called Main Line Financial Advisors.
Investment Management Team (Return to Top)
Alfred (Al) F. Matarazzo, Jr. CMFC, Registered Principal, Managing Partner
amatarazzo@mlfa.com
 Al Matarazzo Jr., managing partner of MLFA, began his career in financial services at a very young age. Under the watchful eye and tutelage of Fred Matarazzo, Al grew up in an accounting and finance family working since the age of 10. Upon graduation from Albright College with a degree in finance and economics, Al was prepared to begin his career in the financial services industry.
Al has been selected to attend Baron’s "Top Independent Advisor Summit" two years in row and has been interviewed on television and radio many times. Al has been published frequently in the local media with articles ranging from estate planning to tax planning.
Al is a registered securities principal with FSC Securities Corporation and a member of the Financial Planning Association (FPA). Al holds multiple registrations in securities and insurance, and is a Chartered Mutual Fund Counselor (CMFC).
As an advocate for building downtown businesses, Al is actively involved in the revitalization of downtown Pottstown, Pennsylvania where Main Line Financial is headquartered. With additional service locations in Narberth and Malvern, the downtown Pottstown office provided a chance to promote revitalization and spur other firms to follow by example. Al is actively engaged with a number of local non-profits including the Tri-County Area Chamber of Commerce and has spent time as a local planning commissioner as well as land preservation advocate.
Al enjoys family time with his wife Mindy and two children, Zach and Maddie while much of his free time is devoted to his passion for fishing, either on the fly along a mountain creek or in the back bays of New Jersey.
Derek Menaldino CFA, CFP®, Chief Investment Officer, Managing Partner
dmenaldino@mlfa.com
 Derek Menaldino, a graduate of the University of Pennsylvania, received dual degrees in Diplomatic History and Politics, Philosophy, and Economics, while also completing a minor in Economics.
Before entering the Financial Services profession, Derek’s internships included being an assistant to a District Justice and working as an International Trade Associate for the Department of Commerce. In the spring of 2005, Derek joined Main Line Financial Advisors as a para-planner. After graduating, Derek completed all the necessary tests for securities licensing and joined the team full time. In developing his competence as an Advisor, Derek became a Certified Financial Planner (CFP®) in 2008. In addition, Derek is a Chartered Financial Analyst (CFA) and an associate with the Market Technicians Association pursuing a Chartered Market Technician (CMT) designation. Presently, Derek handles a variety of investment and financial advising responsibilities for individuals and institutional clients.
Formerly an internationally ranked Men’s Foil fencer, Derek enjoys his time away from Main Line skiing and sailing.
Client Advisors (Return to Top)
Stephen M. Schlichter Financial Planner
sschlichter@mlfa.com
 Stephen Schlichter attended Drexel University in Philadelphia, Pennsylvania where he earned a Bachelor of Science degree with High Honors. He received a Master of Science in Financial Services degree (MSFS) from The American College in Bryn Mawr, Pennsylvania. He has earned certificates from The American College in Estate Planning and Taxation, Business Succession Planning and Customized Asset Management Planning.
Stephen is a member of the Financial Planning Association (FPA), the Philadelphia Estate Planning Council and a prior board member of the International Association for Financial Planning (1998). He holds multiple licenses in insurance and securities and is a registered representative with FSC Securities Corporation. He is an officer and trustee of the Kerstetter Foundation Charitable Trust.
The primary focus of Steve's practice is to provide financial planning services to individuals. He has a diverse client base that includes owners of small businesses, professionals and salaried executives. Steve has been associated with Main Line Financial Advisors, LLC since 1988 and has deep experience in the field of financial planning.
Frederick Brown CLU, ChFC, MSFS, Registered Representative
rbrown@mlfa.com
 Frederick (Rick) Brown graduated from Widener University in 1964 with a BS in Economics. He immediately entered the life insurance business as an agent for John Hancock. In 1976 he established his own independent practice under the name Brown Planning Company, and began to offer a wide range of financial services. In September 2002 Rick affiliated with Main Line Financial Advisors, LLC to further expand the services available to his clients.
Rick’s professional designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultants (ChFC). He has also earned the Degree of Master of Science in Financial Services (MSFS). In order to keep pace with the rapidly changing financial services industry, Rick is an active member in the Society of Financial Service Professionals (SFSP), The Million Dollar Roundtable (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). Rick is also a licensed life and health insurance broker and a registered representative with FSC Securities Corporation.
Rick resides in East Coventry Township, Chester County, PA with his wife, Phyllis. He also has two children, Jennifer and Christopher and three grandchildren. He is an avid runner and has participated in the annual Broad Street Run for the last 20 years. In 12 of those he holds the distinction of being the top fundraiser for the benefit of the American Cancer Society. Rick and Phyllis are members of the Church of the Redeemer in Bryn Mawr where he taught Sunday school for eight years. Rick loves what he does so much he says that it shouldn’t be called work and he plans on continuing to do it until he is 90.
Carl W. Landis CFP, Certified Financial Planner
clandis@mlfa.com
 Carl Landis is a familiar face to local businesses in the Tri-County area, serving the financial needs of his clients since 1987.
Carl resides in North Coventry with his wife Sylvia, a retired Pottstown School District teacher. He is a 1960 graduate of Pottstown High School and served in the Navy for three years. He graduated from Lock Haven State College cum Laude in 1970. IN 1973, he received his Master’s Degree in mathematics from West Chester University. He was awarded the designation of Certified Financial Planner from the Institute of Certified Financial Planners in 1990.
In addition to being a member of the Financial Planning Association (FPA), Carl is also a member of the Philadelphia Tri-State Area Chapter of FPA, where he formerly served on the Board of Directors. As a registered representative with FSC Securities Corporation, Carl holds multiple licenses in insurance and securities. Carl’s expertise is in retirement planning.
Carl has established a strong network of friends and associates through his long history of community involvement and service. Carl is a member of the Tri-County Chamber of Commerce. He was a former board member of the Visiting Nurses Association of Pottstown, and the Schuylkill Valley Greenway Association. Carl is also an acting member of the Pottstown Chapter of SCORE, which offers free counseling to local small businesses.
A member of the Philadelphia Masters Running Club, Carl often competes in master track events. In his free time, Carl can be seen running local 5K races, weeding his garden, or fishing the Schuylkill River in his kayak.
Tax & Financial Planning (Return to Top)
Andrew T. King CPA, Certified Public Accountant, Chief Financial Officer
dking@mlfa.com
 Drew received a Bachelor of Science degree in Accounting from the University of Pittsburgh in 1982 and obtained his CPA license in 1984. Drew has been associated with Fred and Al Matarazzo for over twenty years and was formerly employed, from 1984 to 1988, as a senior tax accountant by Matarazzo Goldis & Company. Drew has extensive experience providing tax compliance, financial planning, investment analysis, estate and trust administration, and accounting services to high net worth individuals, small business owners and executives.
In addition to his tax and financial planning background, Drew also has experience in diverse industries including real estate, manufacturing, healthcare and various service companies as a result of his combination of public accounting and private sector experience. Drew currently resides in Downingtown, PA with his wife Paula and their three daughters.
Stephen Troutman Registered Representative
stroutman@mlfa.com
 Stephen Troutman graduated from East Stroudsburg University in December of 2003 where he received dual degrees in Economics and Business Management/Finance with Magna Cum Laude honors. During his freshman year 1999, Stephen began working for Main Line Financial Advisors during summer breaks giving him a unique advantage over his peers. A week after graduation, he joined Main Line Financial Advisors full time where he assists registered planners.
Stephen resides in a 300 year old, historic property in Chester County with his wife, Krista. They're expecting their first child in June, 2010. In his free time, he enjoys mountaineering, hiking, fishing and anything else that’s done in the outdoors. He's also a certified personal trainer.
Mike Henzes CFP, Certified Financial Planner
mhenzes@mlfa.com
 Mike attended West Chester University of Pennsylvania where he earned a Bachelor of Science degree in Accounting. He received his MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and holds a certificate of completion from the College for Financial Planning’s Elite-CFP education program. Mike is a certified financial planner, holds multiple securities registrations, and is a registered representative with FSC Securities Corporation.
Mike brings more than 13 years of experience in the financial services industry to Main Line Financial, LLC. Mike has held the position of principle for one of Pennsylvania’s largest regional accounting firms and also served as Regional Director for a leading global provider of outsourced asset management, investment processing and investment operations solutions.
Mike is a member of the Financial Planning Association (FPA), the Society of Financial Service Professionals (SFSP), and a member in the Institute of Management Accountants. He also enjoys his involvement as a member of the Pottstown Kiwanis board of directors, chairman of the Pottstown YMCA advisory committee, member of the Upper Pottsgrove Township Sewer and Water Committee, Boyertown Rod & Gun Club, Pottstown Elks, and Knights of Columbus. Mike resides in Upper Pottsgrove with his wife Maria and their four children.
The focus of Mike's practice is to provide clarity through financial planning to individuals who lead complex and time compressed lives, e.g. professionals, business owners, corporate executives.
Client Services (Return to Top)
Kristin Vandergoes Client Relationship Manager
kvandergoes@mlfa.com
 Kristin joined MLFA in 2003 as the client service manager. She graduated from Guilford College with a degree in Psychology in 1999. Prior to joining MLFA, she worked in the commercial real estate industry in Greensboro and Raleigh, North Carolina. Kristin was born and raised in West Chester, PA and now lives in Honey Brook with her husband and daughter. In her spare time, Kristin enjoys reading and spending time outdoors with her family and friends.
Amery Koval Marketing & Service Assistant*
akoval@mlfa.com
 Amery is the Assistant Service Manager, and Director of Marketing for MLFA. She joined Main Line Financial in October of 2007. She, along with Kristin, handle the client servicing and all the in-house marketing for Main Line Financial Advisors. Prior to her career at MLFA, Amery worked in the Real Estate/Title/Mortgage Industry for 10 years. She is also a licensed Notary Public, since 2003. Amery enjoys spending time outdoors. Most of her spare time is spent with her daughter Leah, and their new addition the family, son Kristian. They live in Chester County with their bulldog Beau.
JoAnn Mancini Service Assistant*
jmancini@mlfa.com
 Raised in Yardley, PA, JoAnn is a graduate of The College of New Jersey with a degree in Psychology. She has previously held positions as a purchasing agent and sales representative for various plastics manufacturers in Bucks County. After having children, JoAnn remained in the home to become a full time mom to Marissa and Krista. JoAnn reentered the work force when she joined Main Line Financial Advisors in February, 2004 as a part-time Office Assistant.
*Not registered representatives with FSC Securities Corp.
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