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Meet Us


Credentialed professionals dedicated to help you meet your goals.

Our dedicated and experienced team of professionals is here to offer you guidance in developing your personalize Total Wealth Plan and ensure you get access to the comprehensive and responsive services you need.


We are a Proud Partner of TANGO 

With over 30 years of experience in the financial industry, Ben co-founded Private Capital Group in 2003 to better fulfill the needs of clients with a “Serve First” philosophy. Ben worked as the Regional Director of...

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William T. Rabbitt, CFP®

Co-Founder, Financial Advisor

As a founder of Private Capital Group, Bill specializes in comprehensive financial planning to include investment, retirement, estate, charitable, and business succession planning. His goal is to consolidate and coordinate...

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Wendy Kelly

Operations and Office Manager

Wendy joined Private Capital Group, LLC at its start in 2003. Prior to joining the firm, Wendy spent three years at Lincoln Financial Advisors as the Investment Coordinator/Registered Principal. Wendy offers over 16 years of financial...

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Marc joined PCG in May 2004 as an Investment Advisor Representative with PCG and a Registered Representative with NFP Advisor Services, LLC a Certified Public Accountant since 1987, Marc joined CIGNA financial Advisors (later to become...

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Joining PCG in 2005 as a Financial Advisor, Neil’s responsibilities soon expanded to support the team with the Wealth Management Software, compliance and supervisory responsibility. Currently, Neil is an Investment Advisor...

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Amy joined PCG in 2014 as a Financial Advisor. Amy works with a variety of clients by assisting them with organizing and committing to their financial goals. Amy has a special interest in helping women, especially women in transition...

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Peter joined PCG after being a principal with APW Wealth Advisors. Peter’s background in finance and business lending, including experience with the day-to-day operations of the business owner, puts Peter in a unique position to...

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Marilyn joined PCG after running her own firm, Money Matters for over 32 years. There, Marilyn was a financial advisor to her clients and working to provide the highest quality of service. . With Marilyn joining the PCG team, we have...

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Keith joined PCG after being a principal with APW Wealth Advisors. For over 17 years, Keith has been advising clients. Whether these clients are individuals, families or business owners Keith helps them realize their estate, retirement...

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Julie Lisischeff

Client Services Associate Manager

A Philadelphia native, Julie came to PCG with a wealth of experience in marketing and implementation consulting. Having joined Private Capital Group in 2014, she enjoys putting her organizational and time management skills to work in...

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Sandra Muir

Client Services Associate

A life-long Connecticut Native, Sandra has worked as a Legal Administrative Assistant in several industries including state government, a large law firm, a toy company, and a large insurance company. After reevaluating her employment...

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Samantha Powers

Operations & Technology Coordinator

Samantha joined Private Capital Group as the Receptionist/Administrative Assistant in 2016. PCG quickly realized that her love for all things organizational could be greatly utilized elsewhere and was shortly promoted to Operations...

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