Meet your team
You’ve got clients to serve, cases to place, deadlines to meet—and no time for bottlenecks.
That’s where our team comes in.
Behind every quick turnaround, strategic solution, and smooth process is a team that understands what matters most to you: placing cases swiftly, accurately, and confidently, creating the capacity to bring on more ideal clients.
Whether it’s helping you navigate complex planning strategies, streamlining the underwriting process, or getting you contracted without the back-and-forth, we’ll make it simple. Our team acts as an extension of yours, removing obstacles so you can focus on building relationships and growing your practice.
Take a moment to meet the people behind the support.
David R. LaBricciosa, CPA, AEP®
President & CEO
Dave is the founder of Visio Wealth Partners and a 30-year veteran of the financial services industry. With a background in accountancy from Villanova University and early experience at Deloitte & Touche, David has built a career leading advisor teams and growing firms through strategic development.
Dave’s leadership roles at MetLife and Penn Mutual earned him national recognition, including managing and growing AspireWealth Planners, a Penn Mutual agency, across the Mid-Atlantic region. Dave founded Visio Wealth Partners to provide independent financial advisors with the clarity, resources, and hands-on support they need to grow thriving practices with confidence.
Dave and his wife, Gina, live in Garnet Valley, PA, and have four children. Dave is active in charitable organizations such as the Children’s Hope Foundation, UNICO, and the Andy Talley Bone Marrow Foundation.
Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
Phone: 610-639-5289
Salpy Kalaydjian
Director of Operations, Contracting and Licensing
Sal brings over two decades of experience in financial services to her critical role at Visio Wealth Partners. Known for her professionalism and dedication, Sal oversees internal operations and supports the Visio Wealth Partners team, helping deliver a high level of service to financial professionals and their clients.
Sal has been recognized for her contributions to workplace culture and service excellence, and is the heart of our supportive, collaborative environment. Outside the office, Sal gives her time to supporting charitable causes, including the Andy Talley Bone Marrow Foundation.
Phone: 610-273-5504
Erik Sauer
Regional Vice President
With over 20 years of experience in financial services and 15 years as an executive coach, Erik helps advisors elevate their practices through strategic coaching and business planning.
As the founder of On3 Strategies, Erik has advised many RIAs and independent planners on growth strategies, marketing, acquisitions, and operational efficiency. At Visio Wealth Planners, he supports advisor development by helping professionals optimize every aspect of their business—from processes and technology to leadership and growth.
Phone: 410-336-4719
Susan Notaras deKanter
Regional Vice President
Susan has built a career helping advisor teams grow stronger and work smarter. She has led initiatives in team building, business development, and retention across major firms like MassMutual, MetLife, and Penn Mutual.
At Visio Wealth Partners, Susan brings her experience and passion for advisor success to the forefront, helping firms create strong infrastructure, foster collaboration, and drive long-term growth.
Phone: 610-306-3646
Bob Fish
Advanced Case Design
Bob brings more than 35 years of experience in wealth management and business succession to the Visio Wealth Partners team. His expertise in estate planning for high-net-worth individuals and family-owned businesses has led to the development of innovative, practical strategies that help clients protect what they’ve built and plan for what’s next. A frequent guest on national radio talk shows, Bob is a respected voice in the industry and a trusted advisor to both entrepreneurs and families.
Previously, Bob was a Senior Partner at The Creative Financial Group, where he also served on the firm’s Board of Directors and the Board of New England Financial’s Leaders Association.
Bob is a graduate of LaSalle University, where he studied Business Administration with a minor in Finance. He lives in West Chester, Pennsylvania, with his wife, Kelley, and their three children.
Phone: 610-721-8809
Larry Kaufman
President & CEO, Kaufman Financial Services
Larry is a seasoned leader in the insurance and financial services industry, with a career spanning more than six decades. As founder of Kaufman Financial Services and a longtime member of the Million Dollar Round Table, Larry is widely respected for his contributions to life and health insurance sales, agency leadership, and industry advocacy.
Larry has served in leadership roles with NAIFA and the Delaware Association of Insurance and Financial Advisors and continues to be an active member of the Estate Planning Council of Delaware. He’s a frequent speaker on agency management and insurance innovation, bringing deep expertise and mentorship to the Visio Wealth Partners network.
Phone: 302-658-1111
Avis Pope
Administrative Assistant
Avis brings a rare blend of operational expertise and client service to her role with Kaufman Financial Services and Visio Wealth Partners. With over 20 years of industry experience, she’s held Life, Health, and Securities licenses and has supported advisors at firms including New York Life, MetLife, Bank of America, and PNC.
Avis manages agent and client services, drawing on her experience in process management, product implementation, and compliance support. She studied economics at American University and previously worked in the cruise industry while living in Venice, Italy for 17 years.
Phone: 302-658-1111
Philanthropy
