Our Team and Our Qualifications
Chestnut Investment Advisory has been working with individuals and businesses in the area for more than thirty years. Each of our team members has extensive professional experience.
Our team members hold various professional designations, and qualified representatives are licensed to provide a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial processes, services and products. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our skills to help you succeed in attaining your financial goals.
George Toth - President
George has worked with individual and corporate clients as an investment advisor for over 30 years. He is a conservative and attentive fiduciary who, through many cycles of market fluctuations, has experienced long-term success with his clients and investing strategies.
George is a Certified Financial Planner Licensee®, Certified Investment Management Consultant©, and Accredited Investment Fiduciary®,and the Past President of the Financial Planning Association of Philadelphia 1999-2001. He has also been preparing his clients' taxes for over 20 years, and continually educates himself in an effort to keep on top of applicable tax issues, as a means of limiting risk and maximizing tax code potential.
Contact him at email@example.com.
Ellen DeStefano - Operations Officer
Ellen joined the team in May 2016. Through her extensive professional and service positions, she has been responsible for maintaining numerous accounts with various organizations. Ellen's experience includes budgeting, accounting, working with diverse computer programs, communications, marketing, social media and web site development.
Ellen lives in and is active within the Abington community and Abington School District Educational Foundation board - AEF, as secretary. In April of 2015, Ellen was recognized by ACT as a "Citizen That Cares" in a presentation by PA Senator Art Haywood and received a commendation from the Abington Board of Commissioners presented by PA Representative Madeleine Dean.
Ellen will be happy to supply essential support when you call the Chestnut Investment Advisory office.
Contact her at firstname.lastname@example.org
Nancy Durdock - Back Office Manager & Para-planner
Nancy is a LaSalle University graduate, and has worked in the Accounting/Financial arena for over 20 years, including; 401K Administration, Trust Accounting, and General Accounting. She is responsible for Chestnut Investment Advisory's accounting and financial reporting.
Nancy and her husband, Steve, reside in Upper Gwynedd, PA. She is a proud mother and grandmother who enjoys traveling.
Our Affiliated Professional Service Providers
George Luskus, PC, Esq.
George Luskus has been in private law practice for over 38 years. He is a experienced litigator, who has expertise in Estate Planning and other areas of legal concern to our clients. Mr. Luskus' practice is at 745 Yorkway Place, Jenkintown, PA 19046. He can be reached at 215-886-9030