Broker Check

Team

The dedicated and caring staff at Main Line Financial Advisors comprise a group of experienced individuals focused on one objective — your success.

 

Roger Bedillion

Financial Advisor

“Most Advisors are trained to identify the why. My expertise is to uncover and deliver the how. Without the how, the why never gets solved.” – Roger Bedillion As Managing Director with Csenge Advisory Group in...

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Thomas Caffrey

Financial Advisor

Tom recently joined MLFA after working with Veritas Strategies, LLC as a financial representative since early 2009. Tom graduated from Penn State University, with a Bachelor's degree in Finance. He is a veteran of the United States...

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As founder and Managing Director of Csenge Advisory Group, John brings more than 30 years of experience and personal success to the table, both in building relationships, and by helping people build wealth. Since 1979, he has aspired...

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Eric Caisse CFA®, CMT, CFP®

Chief Investment Officer & Partner

Eric has been with Csenge Advisory Group since 1997. Having joined right out of college, Eric’s drive and desire to excel in financial planning has resulted in his study and experience in a range of wealth management techniques....

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With over 27 years of financial planning experience, Steve brings a unique background of both individual and institutional financial services. His experience includes Vice President in the Institutional Securities Division of Morgan...

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Helen Dowler

Chief of Staff

Helen is a Communications, Operations, and Strategic Planning Executive, an MBA with over 20 years in technology, finance, and retail. She has held various executive positions at Hewlett-Packard Company (HP), and leadership positions...

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Chris joins Csenge Advisory Group with experience from Merrill Lynch and Fidelity Investments. While with Merrill Lynch Chris supported their financial advisors around the country with account setup and maintenance as well as general...

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A Certified Financial Planner®, Jack comes to Csenge Advisory Group from Fidelity Investments in the Jacksonville area, where he served as a fixed income specialist and assisted high net worth clients with financial planning. During...

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Angela serves as the Office Manager, overseeing daily home office procedures and documentation, ensuring efficient and seamless operations, while demonstrating outstanding customer service to our clients and business partners.

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Kelly Annenos

Director of Client Services

Kelly started in the banking industry in 1981 and continued in this field through 1998 at which time she made the decision to go into the financial services field. Kelly, joined Franklin Templeton in 1998 as a customer service...

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Annee Bell

Executive Assistant

Annee joins the team as the Executive Assistant to the CAG Founder and Managing Partner, John Csenge. She brings more than a decade of administrative and operational experience to supporting the executive office. 

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Karina Horrnik, FPQP™

Director of First Impressions/ Executive Assistant

Karina graduated from Florida State University with a Bachelor’s degree in Marketing and Professional Sales where she was a member of the University’s nationally ranked professional sales team. She now assists in the...

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Helen has been in the Tampa office since 2007 and is usually the friendly voice answering the telephone. Along with handling day-to-day service items, she handles client inquires, processes paperwork, schedules appointments and...

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