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Our Team

How We Work

McNamara Financial Group was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, we have a strong ability to navigate the vast financial landscape. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a valuable skill set and extensive knowledge to the team.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Charles J. McNamara III, CMFC®, LUTCF

FOUNDER, MANAGING PARTNER

(215) 348-3176

(215) 348-3219

charlie@mcnamarafinancialgroup.com

Charles J. McNamara, III (Charlie) is a nearly 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to...

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Ricardo J. Ferreira, CMFC®

FOUNDING PARTNER, PORTFOLIO & PLANNING STRATEGIST

(215) 348-3176

(215) 348-3219

ricardo@mcnamarafinancialgroup.com

Ricardo J. Ferreira is a decorated US Navy Veteran who began his career as a project manager in the construction industry. In 2009 his passion for finance and talent for both analyzing and finding solutions to complex situations lead...

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Phil Rosenau, ChFC®

FINANCIAL ADVISOR

(215) 543-6576

(215) 348-3219

phil@mcnamarafinancialgroup.com

As a graduate of Germantown Academy, Phil Rosenau earned his Bachelors Degree in economics at Drew University, while also earning a minor in business management. Following an exceptional colligate career Phil was awarded a position at...

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Jonathan Childs

Financial Planner

(609) 923-2260

(413) 653-9381

jonathan@mcnamarafinancialgroup.com

Jonathan values the trust given to him by his clients and works hard to provide individualized recommendations, focusing on his client's long-term goals and objectives. He graduated from West Point in 2002 with a B.S. in Systems...
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Charles J. McNamara  Jr.

DIRECTOR OF BUSINESS DEVELOPMENT

(215) 348-3029

(215) 348-3219

charlesjr@mcnamarafinancialgroup.com

As a nearly 50-year resident of Bucks County, Charles J. McNamara, Jr. leveraged his 28-years of knowledge in the advertising industry to build a successful business in automotive sales. Upon retirement, his son Charlie III presented...
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Lori Carroll

DIRECTOR OF OPERATIONS

(215) 348-3176

(215) 348-3219

lori@mcnamarafinancialgroup.com

With a bachelor’s degree from Bloomsburg University attained in 1992, Lori Carroll brings both her customer service management, and marketing skills to the McNamara Financial Group team. Upon joining the group in 2011, Lori...
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