Trusted financial planning partners serving Newark, Delaware; Greater Philadelphia; the East Coast and more. Meet the Partners Who Put You First
Think of us as an ensemble. We're a collaborative, experienced team of financial professionals working in concert to deliver what's best for you and your future.

A Team for Life
At I&E Planning Partners, we know that when you work with us, you are entrusting our team with your life’s work, your concerns and your future. We realize that the financial choices you make today will ripple through your family for decades.
That’s an awesome responsibility and profound privilege. Our work allows us to serve not just you, but the children, grandchildren and loved ones we may never even meet. By taking time to understand your story, we work alongside you to protect what you have built and create a legacy for the people you care about most.

Our Team

Craig Lytle, CFP® President | Educator | Platelet Donor

Dr. Christina Lee, MBA Sr. Client Manager | Realtor | Oldest of Seven

Scott Tuozzolo, CEPA® Sr. Client Manager | Grandpop | Nova Fan

Nancy Feldman, BSBA Sr. Client Manager | Insurance Guru | Pittsburgh Sports Fan

Reid Ruark Client Manager | Carolina Panthers Fan | New Dad

John McKee Ambassador | Realtor | Car Enthusiast

Jacob Lewis Client Manager | Avid Writer | Martial Artist

Chris Blahut, CEPA® Sr. Client Manager | Detail-Oriented | Fisher

Anthony Mosley II Client Manager | Basketball Coach | Volunteer

Sherwood Goldman Sr. Client Manager | Well-Versed | Porsche Enthusiast

Justin Aldridge Client Manager | Analytical | Avid Runner

Alan Rosenberg Sr. Client Manager | Insightful | Teacher
