Kades-Margolis Leadership and Management Team

Ed Margolis

CEO and President

1-800-433-1828, ext. 223
Email Ed

Paul Cook

VP of Sales

1-610-304-1302
Email Paul

Jackie Rudolph

President of KM Capital

1-800-433-1828, ext. 231
Email Jackie

Kimberly Keel

VP of Employer Plans

1-800-433-1828, ext. 258
Email Kim

Lisa DePorzio

Strategic Partner Liaison and Western Business Development Manager

1-800-433-1828, ext. 105
Email Lisa

Jeff Miller

Eastern Business Development Manager

1-800-433-1828, ext. 137
Email Jeff

Kevin Taylor

VP of Financial Operations

1-800-433-1828, ext. 222
Email Kevin

Kathy Stout (Rhody)

Assistant Director of Employer Plans

1-800-433-1828, ext. 248
Email Kathy

Jim Sando

Strategic Partner Liaison

1-800-433-1828, ext. 173
Email Jim

Chuck Linderman

Employer Plans Liaison

610-506-2040
Email Chuck

Ed Denner

Western PA Employer Plans Liaison

814-279-5196
Email Ed

Education - Videos - Calculators

Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.

I understand

This section of the website is for Kades-Margolis financial advisor use only and requires a password/credentials.

Forms/GWN Access

Marketing Materials

Events Request Form

USBRP/KMC MS Office Tools