2800 South River Road
Preferred Planning Concepts was founded by principals Ken Lydecker and Dave Nicholson, veteran financial professionals who share core values regarding service, education, and financial planning. They guide the firm in developing creative and practical solutions and providing an exceptional level of client service. Rounding out your PPC team are Todd Gilchrist, CFP; Therese Talarico, Director of Operations; and Maja Culafic, Insurance Director.
Ken is a co-owner and co-founder of PPC, as well as the CEO of PPC. Ken's passion for helping clients achieve their financial goals continues to fuel his enthusiasm for his job, as he approaches his 50-year mark as an advisor.
Dave is a co-founder and co-owner of PPC. Dave is approaching his 30th year in the business and is known for mixing his outgoing personality with an analytical approach to planning.
Financial Planning Coordinator
Todd is one of our Financial Planning Coordinators who support Ken & Dave in servicing existing and potential clients. In addition to performing various administrative tasks, he attends client meetings (along with the advisors)...
Director of Operations; Office Manager
Therese Talarico joined PPC in 2000. She has over 30 years of experience in the securities and financial services industry and holds a Series 7 license.
Maja Culafic joined PPC in 2000. Maja has studied in the U.S. and abroad and holds a BA in education and languages. Maja is our Insurance Director. She holds a Series 6 securities license along with a life and health insurance license.