Retirement Planning, Montgomery County PA - Mainline Wealth Management, Financial Advisors - St. Pedro & Associates

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Team
	Advisors
	- Joseph St. Pedro - David James Wood - Richard W. Storms - Jennifer A Jaronski - Cheryl Johnson

	Customer Support Staff
	- Dianne McCauley - Judy Bordeleau - Melissa Ann Schermann

Home > Team > Customer Support

	Dianne McCauley Executive Assistant	800.220.5433 ext. 102 dianne@stpedroassociates.com

	Dianne began her career in the financial services industry in 1996. She supports Joe, as well as the other executives within the firm. As office manager, Dianne is responsible for the smooth operation of the day-to-day business, along with employee training. She holds a BS in Business Administration/Finance from Gwynedd-Mercy College and a Paralegal Certificate from Mainline Paralegal Institute. Dianne is a member of the Pennsylvania Association of Notaries. She enjoys spending time with family and friends.
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	Judy Bordeleau Case Design & Research Manager	800.220.5433 ext. 103 judy@stpedroassociates.com

	Judy has been with St. Pedro and Associates since 1984. Her responsibilities include, case design, portfolio research, presentation development, financial software utilization, and insurance review, along with various administrative duties. Judy has spent her entire career in the financial and insurance industry. Her educational background includes a Bachelor’s degree, LOMA courses in life insurance, and several courses at the American College of Life Underwriters. Judy resides in Trappe, Pennsylvania with her husband, Randy, and their two children, Sean and Michelle.
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	Melissa Ann Schermann Customer Service Representative	800.220.5433 ext. 100 lschermann@stpedroassociates.com

	Before joining the St. Pedro and Associates team, Lisa worked as an Administrative Assistant in the Defense Industry for 12 years. She holds Associate’s degrees from Northern Virginia Community College, in both Secretarial Science and Administrative Assistance. Lisa has served as a Girl Scout leader, as well as in other volunteer capacities including the local school in the Royersford, Pennsylvania community. She and her husband, Michael, have one daughter, Rebecca.
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NPC PRIVACY POLICY
St. Pedro Corporate Center, 460 South Lewis Road, Suite 101, Royersford, PA 19468 Phone: 610-792-2500; 800-220-5433 Fax: 610-792-5101

All Registered Representatives offer securities and advisory services through National Planning Corporation (NPC), Member FINRA SIPC, a Registered Investment Advisor. St. Pedro & Associates, Inc and NPC are separate and unrelated companies. NPC of America (NPCOA) in FL and NY. (See "Welcome" page for the full disclosure statement).