New Penn Insurance Associates provides comprehensive insurance
services for our clients in central New Jersey, the greater Philadelphia
area, and throughout eastern Pennsylvania. Take advantage of our over
twenty years of insurance experience for your NJ or PA business with
coverages for large or small employers.
Pete has been in the Insurance and Financial service industry for more than 20 years. He holds several prestigious professional designations, including Chartered Life Underwriter, Chartered Financial Consultant and Certified Mutual Fund Counselor; and holds his Series 7, 63, 65 and 24.
He earned his bachelor's degree from Pace University in New York City and his master's degree from Fairleigh Dickinson University in Madison, NJ.
Ralph is recognized as an authority on financial planning issues and has been published in the Journal of Financial Planning, in other estate planning periodicals, and financial publications. He was listed as one of the nation’s Top 100 Wealth Advisors by Worth Magazine in 2004, 2005, and 2006 and he has spoken at numerous conferences including the 36th Annual Philip E. Heckerling Institute on Estate Planning, where he spoke about Total Return Unitrusts.
Ralph is listed as inventor on three U.S. patents for asset allocation and trust comparison processes. He is a graduate of Temple University with a Bachelor’s degree in Accounting and is a Certified Public Accountant, Certified Financial Planner, Certified Trust and Financial Advisor, and an Accredited Estate Planner.
Steven began his career in the insurance industry working for Universal Underwriters, a specialty lines subsidiary of Zurich of North America. At Universal Underwriters, Steven was a direct writer of Franchised Automotive dealerships. In this position he was recognized as a top producer nationally. Before joining New Penn Insurance, Steven was most recently employed by Schechner Lifson Corporation as a Senior Insurance Generalist. In this role Steven had ownership for insuring commercial lines of business, including automotive risks, contractors and businesses of all types.
Steven is also an active member of his community. For the past five years he has coached in the township’s youth lacrosse program and is currently a member of the Hillsborough High School Lacrosse Booster Club. In addition, he is a member of the Hillsborough Optimist Club, an organization that works to bring out the best in kids and runs fundraisers for charitable causes.
Steven attended Middlesex County College and majored in Business and Civil Engineering. He currently lives in Hillsborough with his wife and two children.
Kathy has been in the insurance industry for over 5 years and is PA & NJ property and casualty licensed. She earned her bachelor's degree with a major in Psychology and minor in Cognitive Neuroscience from Temple University. An award-winning athlete during both her high school and college years, Kathy played Division I softball in the Atlantic 10 conference for the Temple Owls. Kathy currently resides with her family in Levittown, PA.
Jack has been in the Insurance industry for over 30 years. He earned his bachelor's degree in marketing from La Salle University in Philadelphia, Pa.
He is a lifetime member of both the Southampton Fire Co. in Bucks County and LaMott Fire Co. No. 1 in Montgomery County. Still an active firefighter after 40 years of service, he has served on the board of directors of both organizations.
Shannon began in the insurance business as a Customer Service Representative at a local agency where her passion for insurance grew. After deciding to further her insurance career, she became a full time CSR/Producer and went on to obtain a PA, NY, and NJ P & C License. She focuses on Commercial Trucking and Transportation; however, she has a strong background and experience in the Food, Beverage, Tavern and Restaurant Insurance fields as well.
Shannon attended West Chester University where she took part in Chi Alpha Epsilon Honor Society. She is a member of YIP (Young Insurance Professionals)
