Our Team

Maureen Kozak Maureen Kozak Managing Director

Maureen Kozak, Managing Director

maureen@mccloskeyfg.com
610-502-5312

Maureen Kozak joined the McCloskey Financial Group in 1986. Today, as Managing Director, she oversees a team of 10 investment professionals. Maureen is driven by a passion for helping others become the best they can be. She is gifted with keen listening skills and compassion. As a manager, this translates into creating a unified team of employees committed to excellence. As a financial professional, this passion can be evidenced in her deep client relationships, particularly in helping women who find themselves suddenly single.

Maureen holds her Series 7, 9, 10 and 65 registrations. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the Financial Planning Association. She has also earned her Certified Divorce Financial Analyst® designation, Certified Retirement Plans Specialist? designation and she is a Certified Retirement Counselor®. In addition, she holds her life and health insurance licenses.

For over three decades, Maureen has served as an active volunteer. Presently, she sits on the Investment Committee for the Immaculate Heart of Mary Sisters and is part of the leadership team of Walking with Purpose at St. Monica Parish.

Maureen is a proud graduate of Merion Mercy Academy and the College of the Holy Cross. She and her husband Joe have been married for over 25 years and are blessed with three sons. The family lives in Phoenixville, PA, and they enjoy spending time in Avalon, NJ.

*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Andrew McCloskey Andrew McCloskey Chief Investment Officer

Andrew McCloskey, Chief Investment Officer

andrew@mccloskeyfg.com
610-502-5313

As a principal of McCloskey Financial Group, Andrew McCloskey acts as the firm’s chief strategist, heading up investment and market research for the practice and managing investment portfolios for high net worth clients. He works closely with business owners, individuals and families to define their financial goals, and oversees the client review process to ensure their investments and strategies align with their life circumstances.

Andrew is a graduate of St. Joseph’s Preparatory School and received his bachelor’s degree from Notre Dame University. He joined the McCloskey Financial Group in 2006 and holds his Series 7 and Series 66 registrations. 

Andrew is actively involved in volunteer work and currently serves on the Board of Governors of St. Joseph’s Preparatory School, as well as the Board of Trustees of the Archdiocesan Education Fund, The James A. Finnegan Foundation and Waldron Mercy Academy where he served as Board Chair from 2011 to 2014.  He lives in Bryn Mawr, PA with his wife, Jenny, and their two children.

Matthew McCloskey Matthew McCloskey President

Matthew McCloskey, President

matt@mccloskeyfg.com
610-502-5311

With over 40 years of investment planning and wealth management experience, Matthew McCloskey is the Founder and President of MFG and chair of MFG’s Investment Committee. With creativity, experience, and sound judgment Matt has built MFG’s solid reputation for putting clients’ interests first.

Matt began his financial management career in 1960 with Elkins, Morris & Stroud, the preeminent Philadelphia brokerage house.     

Matt currently serves as the vice president & treasurer of the Martin de Porres Foundation. He is also an active member of Serra Club of Philadelphia and the former president of Serra International. Matt has also served on the Board of Trustees of St. Joesph’s Preparatory School and as a founding board member of Rosemont School of the Holy Child.

Matt is “Pop-Pop” to 16 grandchildren and the husband of 47 years to Donna. He lives in Bryn Mawr and Vero Beach, FL and is a graduate of the University of Notre Dame.

Carol Mayhart Carol Mayhart Financial Consultant

Carol Mayhart, Financial Consultant

carol@mccloskeyfg.com
610-502-5314

Carol Mayhart has over 15 years’ experience in the financial services industry. In 2000, she began working with Prudential Securities in the Mid-Atlantic Regional office and joined the McCloskey Financial Group in 2003. Carol leverages this vast experience as the MFG “go-to” person, knowing how to get something done quickly—or who to call to get it done—as she processes and maintains account activities and behind-the-scenes maintenance.

Carol is often the primary liaison for clients, and provides them with their first impressions of MFG. She holds her Series 7 and 65 registrations, and Life and Health Insurance licenses. In 2014, she earned her Chartered Financial Consultant® (ChFC®) designation. She loves delving into the details of the planning process with clients, especially when it involves working with those who have lost loved ones, as well as seniors and their next generation.

Carol and her husband Glen are world travelers. Italy and Spain are favorites of Carol’s, with Glen having a special passion for sailing in the Caribbean. Carol has one adult son, and she and her husband reside in Montchanin, DE.

Chris McDermott Chris McDermott Senior Relationship Manager

Chris McDermott, Senior Relationship Manager

chris@mccloskeyfg.com
561-283-4531

Christopher S. McDermott is a Senior Relationship Manager with direct responsibilities for developing and managing client relationships. Additionally, Chris is a senior member of the firm’s strategy and business development efforts and oversees relationships with attorneys and accountants. Chris has 20 years of experience in investment-management and investment banking.

Prior to joining MFG, Chris was a Senior Wealth Director at BNY Wealth Management. In addition to his wealth management experience, Chris brings a wide range of financial experience. He was Senior Managing Director and a co-founder of what is now the fourth largest community bank in Florida, Florida Community Bank. Chris also has years of institutional investment management and banking experience developed at Salomon Brothers, Lehman Brothers, TD Capital and Wexford Capital.

Chris serves on the boards of The Glades Initiative in Belle Glade, FL, and the Everglades Preparatory Academy, a public charter high school in Pahokee, FL.  He is also on the Allocation Committee of the Town of Palm Beach United Way.

Chris is a graduate of Chaminade High School and Georgetown University. A native of New York, Chris and his wife, Catherine, live in Palm Beach Gardens and are the parents of three young girls.

Scott d'Entremont Scott d'Entremont Financial Advisor

Scott d'Entremont, Financial Advisor

scott@mccloskeyfg.com
484-271-6478

Since 1994, Scott’s client-centered approach has helped individuals and families identify and reach their financial goals. Through personalized, custom solutions he helps simplify families’ lives and keeps them on track with their financial goals. Scott began his career as a financial advisor with Morgan Stanley, where he also served as a branch manager. Most recently, he was Vice President at Janney Montgomery Scott, LLC. He joined McCloskey Financial Group in 2011.

Outside of work, Scott is known as “Coach Scott’ where he regularly coaches basketball, baseball, and softball for Radnor Township’s youth leagues.

Scott lives in Bryn Mawr with his wife, Dr. Tracy d’Entremont, and their three children. He is a graduate of Gettysburg College.

Mike Kloc Mike Kloc Registered Associate

Mike Kloc, Registered Associate

mike@mccloskeyfg.com
484-271-6471

Mike Kloc started his career in financial services in 1978 at Dean Witter Reynolds in Chicago. In January 1981, Mike moved to Philadelphia and joined the regional firm of Elkins and Company, where he was introduced to one of the partners, Matt McCloskey. Mike previously worked at The Bache Group and Janney Montgomery Scott. In 2013, Mike was pleased to join the McCloskey Financial Group and get a chance to work with some old friends again.

Mike holds his 7 and 63 registrations. Mike has a real passion for financial services where he has spent his entire working career. He is a team player and problem solver from his management days, where he had been involved in many of the day-to-day responsibilities.

Mike lives in Bryn Mawr with his wife, Patricia. His is the father of three sons, and has one granddaughter. Mike enjoys watching sports and playing golf.

Ryan Tomkinson Ryan Tomkinson Financial Consultant

Ryan Tomkinson, Financial Consultant

ryan@mccloskeyfg.com
610-502-5315

Ryan has more than 10 years’ experience within the investment planning and insurance industry.  Previously, he worked with Northwestern Mutual and Vanguard. Ryan had always pursued working with an independent and boutique firm and joined MFG in 2009.

He has an accounting degree from the Sigmund Weis School of Business at Susquehanna University. Ryan holds certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is a Chartered Financial Consultant® (ChFC®).

Ryan is an avid outdoor enthusiast and in his spare time can be found skiing, surfing, biking, and climbing mountains. He is involved with several local service organizations, fundraisers for non-profits, and is a race director and coordinator for 5K charity races. Ryan is the President of the Ardmore Rotary Club, volunteer and Merit Badge Counselor for the Boy Scouts of America, and Vice President of the Bryn Mawr Running Club.  

An Allentown native, Ryan lives in Ardmore with his wife, Allison, their daughter, Sloane, and their son, Finn.

Edward Munch Edward Munch Registered Associate

Edward Munch, Registered Associate

edward@mccloskeyfg.com
484-271-6474

A graduate of Villanova University, where he earned his bachelor’s degree in Economics with a minor in Political Science, Ed joined McCloskey Financial Group in the summer of 2015.

A Coatesville native, Ed is an avid Philadelphia sports fan. He is happy to be working in Wayne where he grew up. Outside of the office, Ed enjoys boxing, hiking, and spending time with his dogs, Luke and Leia. He holds his Series 7 and Series 66 registrations.

“Beth Beth Meehan Executive Assistant

Beth Meehan, Executive Assistant

beth@mccloskeyfg.com
561-283-4531

Beth Meehan recently joined the Florida branch of the McCloskey Financial Group. Working closely with Chris McDermott, she is Responsible for all administrative and operational support of this office.

She has extensive corporate experience supporting senior executives. She relocated to Florida almost 10 years ago from New York, where she retired as Executive Assistant to the Chairman and CEO of New York Life International, a subsidiary of New York Life. In Florida, she was the Executive Assistant to the Chairman and CEO of Lydian Private Bank. She then briefly left the corporate world and worked as a Personal Assistant at a private Manalapan estate.

Beth is a graduate of Notre Dame High School and Marymount Manhattan College. She resides in Palm Beach Gardens, FL, with her husband of 48 years, Richard. They both love golf and are avid New York Football Giant fans.