Our Qualifications
John J. Iannantuono, CFP®, ChFC, MSFS
Financial Planner
Employee Benefits Consultant
President / CEO, INDICON, INC.
“Jack” graduated from Moravian College, located in Bethlehem, PA and received his Masters in Financial Services from The American College.
He joined an Allentown benefits firm in 1974. Among his other responsibilities, Jack played a key role in the development and expansion of that firm’s group insurance business. He established his own firm, Employee Benefits Company, in 1981, and formed INDICON, INC. in 1986.
Jack is a past President and Treasurer of the Lehigh Valley Chapter of The Society of Financial Services Professionals (formerly Chartered Life Underwriters). His professional designations include MSFS, Chartered Life Underwriter, and Chartered Financial Consultant. Jack is a CERTIFIED FINANCIAL PLANNER®, professional and is also a Registered Representative and Investment Advisor Representative of Walnut Street Securities, Inc.
Jack’s civic affiliations include being a board member of Allentown College’s Shakespeare Festival and is an ongoing committee member of the annual Easter Seals’ Mary Ellen Golf Tournament. He is a 30 year member of the Lehigh Valley Sertoma Club, and is a past officer and board member.
He resides in Schnecksville, PA with his wife Carol and they are the parents of three sons.
You can contact Jack at (610) 395-2088 or JIannantuono@walnutstreet.com
Jason A. Iannantuono, CFP®
Financial Planner
Employee Benefits Consultant
Executive Vice President, INDICON, INC.
As an Employee Benefits Consultant and Financial Planner for INDICON, INC. Jason works with a broad spectrum of clients including local and national businesses, high net-worth individuals and families, as well as charities and not for profit organizations. He has been active in the financial services industry since 1994, more specifically financial planning, employee benefits, insurance, investments, and retirement.
Well educated, Jason’s credentials include: Life, Health, and Annuity insurance licenses, Series 6, 7, 63 and 66 securities licenses, and is a CERTIFIED FINANCIAL PLANNER®, professional. Jason is also a Registered Representative of Walnut Street Securities, Inc.
Dedication to meeting client goals, extensive industry and product knowledge, communication skills and the understanding of his client’s needs in relation to their budgets are Jason’s clear strengths which have gained him an excellent reputation in a field where a person’s integrity is judged by their actions and achievements.
He particularly enjoys helping clients meet their long term budgeting and financial objectives. Jason has been praised by clients and associates for his honesty, integrity and in-depth analysis.
Jason lives with his wife and son in Fogelsville, PA. When he is not working Jason is an avid martial artist and holds the rank of SiFu with the World Tien Lung Tao Association.
Doug P. DeFanti
Registered Representative
Investment Advisor Representative,
Walnut Street Securities
Manager of Investment Operations,
INDICON, INC.
Doug has extensive experience in analyzing and implementing portfolio strategies for our investment clients. Doug also assists our clients in the marketing of group life and disability programs. Doug has a Bachelor’s Degree from the University of Virginia. He currently holds a Pennsylvania Life, Health, and Annuity license and a series 7 & 66 securities license. Doug has twenty years of experience as a business consultant, the last ten of which have been concentrated in the financial services sector. Doug is native to Pennsylvania. Doug and his wife reside in Coopersburg, Pennsylvania.
Tara L. Iannantuono - Insurance Broker and Customer Service Associate
Tara has worked in the insurance and financial services industry since 1999. At INDICON, INC. she assists prospective clients and current clients with identifying insurance objectives and matching them with the programs best suited to meet their goals. Tara supports our producers by marketing employee health benefits, business and personal family protection planning. Tara has a Bachelor's of Science from East Stroudsburg University of PA and currently holds a Pennsylvania Life, Health, Property, and Casualty insurance license. She currently resides in Fogelsville, Pennsylvania with her husband.
You can contact Tara (610) 395-2088
Rebecca James - Retirement Plan Administration
Becky has over 21 years experience in Retirement Plan Administration including Proposal Implementation, Administrative Services, Distribution processing and a broad knowledge base of third party plan administration. Specifically, Becky assists the Registered Representatives and Indicon, Inc.'s clients with the Implementation and all Administrative Services for Profit Sharing & 401(k) plans. Becky joined INDICON, INC. in 2000.
You can contact Becky at (610) 395-2088
Marlene Hajducko - Retirement Plan Administration / Account Manger
Marlene has 21 years combined experience in Financial and Retirement Plan Administrative Services and joined INDICON, INC. in 1993. Specifically, Marlene assists our Registered Representatives and clients with Profit Sharing, 401(k) and SIMPLE Plan Implementation, Administrative Services and Distribution Processing.
You can contact Marlene at (610) 395-2088
Nancy Gernerd - Investment Operations Manager
Nancy has over 16 years experience in Investment and brokerage Account Implementation and Administrative Services. She joined INDICON, INC. in 1995 and assists in all aspects of brokerage and investment administration.
You can contact Nancy at (610) 395-2088
Cheryl Estephan - Personal Insurance Administrator
Cheryl has been with INDICON, INC. in 1989 accruing significant experience in administering and servicing Disability, Life and other Personal Protection Insurance programs. She works directly with our clients and insurance carriers as a liaison in servicing in-force policies and processing new applications.
You can contact Cheryl at (610) 395-2088
Debbie Gouldy - Group Benefits Case Manager
Debbie has more than 26 years experience in Financial and Employee Benefit Administrative Services and joined INDICON, INC. in 2001. Debbie assists our clients in the areas of Employee Health and Disability Insurance Program Implementation, Administration and Claims Servicing. Debbie's broad knowledge of carrier underwriting guidelines allows her to assist our agents and clients in employee benefit selection and planning. She is well versed in Senior Health Benefit issues including Medicare and Medicare Part D.
You can contact Debbie at (610) 395-2088
Jen Ireland - Group Benefits Coordinator
Jen assists our clients in the areas of Employee Health, Disability Insurance Implementation, COBRA Administration and Claims Handling. She has been employed in the Financial and Insurance Services industry since 1997 and joined INDICON, INC. in 1998. Jen is responsible for New Employee Benefit Program Implementation and all employee benefit renewal correspondence.
You can contact Jen at (610) 395-2088
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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