Our Team
- Martha Wilson
- Anthony Mirarchi
- James J. Wiley
- Keith Turner
- Dolores Philpot
- Lori Checkum
- Roccy DeFrancesco, JD
Martha (Marty) Wilson ^
Martha (Marty) Wilson is President/Principal of J. M. Patton Associates with 31 years’ experience in the insurance industry. Marty is well versed in a broad range of commercial insurance characteristics, beginning her insurance career as a Customer Service Representative in 1988. Marty has worked with clients involved in a variety of industry segments, from small business owners to large municipalities, non-profit organizations, tech companies, nursing homes, commercial real estate owners, just to name a few, even a prominent horse race track. Marty gradually worked her way to her current position as the majority owner and President of J. M. Patton Associates.
Anthony Mirarchi ^
Anthony Mirarchi is the Vice President and a Principal of J.M. Patton Associates. Anthony began his professional career as a Mechanical Engineer for the energy industry. He decided to follow his passion for the financial markets and became an equity trader in Manhattan. After four years in Manhattan, Anthony and his two partners decided to open a trading office in Philadelphia. In 2010, he entered into the wealth management business where he learned about the insurance industry and the ways it can be utilized to manage risk and help protect and grow wealth for individuals, families and businesses.
For the last 10 years, Anthony has utilized his analytical skills and his diverse background to help business owners and individuals in any industry, especially in healthcare, to reduce costs and retain more of their money and assets by creating customized and creative solutions through the use of insurance. Anthony has maximized his interaction with the top talent in the insurance industry and has refined his business development skills. The keys to Anthony’s success are his visionary innovation, boundless positive energy, his team mentality and loyalty to his clients and employees.
Anthony is a proud graduate of Archbishop Ryan High School and Villanova University where he earned a degree in Mechanical Engineering in 2001. Anthony held numerous professional licenses in the securities and insurance industries including Series 7, Series 55 and Series 63 licenses. He is currently licensed in Health, Life, Accident, Annuities and Property & Casualty insurance licenses in multiple states. Being first generation Italian, Anthony has a deep interest in preserving his ancestral traditions.
Testimonials
Thank you, Anthony. It was our pleasure to work with you on this account. While we didn’t win this one, we are very happy to hear that you did - and it comes as no surprise, as it is evident that you take great care in providing your clients with the best possible options, consultation and education. As I’m sure you already know, this goes a long way and will continue to be the secret to your success.
Thank you again for your thoughtful note and looking forward to working with you and your team on future submissions. - Teresa D., Insurance Wholesaler for JM Patton Associates
Our organization has been with J. M. Associates for over 20 years. Our agent, Marty Wilson, provides first class customer service, understands the needs of our business and gives sound advice in helping us with our insurance decisions. When you’re consistently treated as though you are THE most important client, why go anywhere else? - Karen, HR Director
Anthony Mirarchi and JM Patton assisted us in securing malpractice insurance this year. The degree of responsiveness and attention to detail was beyond comparison. They continually exceeded our expectations and delivered a policy that was perfect for our needs. They are the ultimate professionals when it comes to the insurance business. - Dr. S., Vascular Surgeon
Keith has handled our insurance needs for over 30 years…that point alone speaks for itself. Keith always makes himself available to resolve any problems large or small. He has proven time and again that a great/knowledgeable agent can make a huge difference when a claim is issued. Marty at JMPatton is always prompt and helpful. She is a pleasure to work with. Keith reviews all available coverage options yearly, to ensure our pricing is the best available…working only with AAA rated insurance companies. Both Keith and Marty at JMPatton make dealing with anything insurance related so much easier. - Nancy D., Controller Hays Sheet Metal
I have been working with J. M. Patton for many years and they are always very responsive to our needs. Our agent, Marty Wilson, is always available to answer questions or address any issues that come up. Marty also reviews our insurance annually for both coverage and premium, ensuring we have the best coverage and pricing available. - Stephanie M., Director of Finance; Medical Device Developer/Manufacturer
Keith has been my insurance man for many years would not even consider getting another. He always looked out for my business, always getting me the best prices and sending me personal reminders. It has been a pleasure working with him and JM Patton. Look forward to many more years of doing business with him. - Jack M, Owner Linart Construction
We began our relationship with JM Patton about 6 years ago. The professionalism, courtesy and knowledge of the staff has been extraordinarily helpful in navigating the requirements of government contracts, funders, and employment regulations, keeping us in compliance with regulations and staying ahead of potential pitfalls. We especially appreciate the quick response time when we need a change in coverage or a COI for a special event, a funder or a landlord. The fact that responses are not only quick, but friendly as well, makes the experience all the better. - Susan T, Finance Director
Our organization has been with J. M. Associates (JMP) for over 20 years. We have always found their staff to be professional, knowledgeable and responsive when it comes to our unique insurance needs. They are always available to review and advise on the many contractual needs of our organization and provide us with practical solutions. They perform a complete review of our insurance annually, providing us with a thorough marketing review of our 15 lines of insurance and an outline of the best insurance options available to us. We would recommend JMP to any organization seeking a professional and detailed insurance brokerage. - Rinku M., Director of Finance
I had the extreme pleasure of working with Anthony Mirarchi from J.M. PATTON Associates, Inc.. on my malpractice insurance this month! After shopping around for the best insurance with multiple brokers and underwriters, Anthony was the only person with the confidence and dedication to get something done! He delivered for me the best malpractice insurance and above all else was available for any questions while always seeming in control. I felt that my best interests were always being taken care of in a professional and timely manner! I am very thankful for my experience with Anthony Mirarchi and will be recommending him to more doctors for help! Thank you! - Brad Schaeffer D.P.M., The Learning Channel – My Feet Are Killing Me
James J. Wiley ^
James J. Wiley has been a licensed insurance broker/producer with J.M. Patton Associates, Inc. for 25 years. Although working with all lines of property and casualty insurance coverage, Jim maintains a primary focus on medical professional liability coverage for large physician groups and related organizations. His clients have totaled about 500 physicians and surgeons in Pennsylvania and 300 in New Jersey and Delaware. In addition to providing personal service to medical professionals, Jim has been an instructor on medical malpractice for the Insurance Society of Philadelphia.
Prior to joining J.M. Patton Associates, Jim served as the Chief Financial Officer for diagnostic health care providers and a Philadelphia non-profit organization. Prior those positions, Jim worked as senior auditor for the U.S. Government Accountability Office.
Jim earned a B.S. from LaSalle University and a M.B.A. from Temple University. He also was granted a certificate as a Certified Public Accountant from the Commonwealth of Pennsylvania.
Keith Turner ^
Keith Turner is Vice President of J. M. Patton Associates with 30 years’ experience in the insurance industry. Keith started his insurance career as an underwriter with a national carrier, working on a diverse selection of accounts – manufacturers, distributors, contractors, real estate managers, just to name a few. He later moved to a marketing position within a large regional insurance agency, where he later became a leading producer and eventually Vice President of the southern New Jersey region. Keith has experience in many levels of the insurance industry, including risk management, claims handling and marketing.
Dolores (Dee) Philpot ^
Delores (Dee) Philpot is an Account Manager at J.M. Patton Associates.
Dee began her career in the insurance business in 1993 at Paul Hertel & Co. in Old City, Philadelphia. In 2005, Dee started her employment with J.M. Patton Associates, Inc. and eventually became an Account Manager where she utilizes her vast array of skills to assist clients with their needs.
Her duties include quoting new business and placing coverage with the best possible insurance carrier to meet the insured’s needs, reviewing/billing policies, reporting claims, sending applications out to the insured’s whether it is new business or renewal business. Rendering assistance to the insureds with any questions or changes they may have with regard to their policies and responding with answers as soon as possible.
Dee is very family oriented and enjoys spending time with her family as much as possible, especially her five grandchildren.
Lori Checkum ^
Lori Checkum is an Account Manager at J.M. Patton Associates, Inc.
Lori began her career in insurance in 1998 with Paul Hertel & Company Insurance Agency located in Old City, Philadelphia. In 2003, she joined J.M. Patton Associates as a receptionist to answer phones and open and distribute incoming mail.
Because she was so involved in the brokerage, in 2006 she decided to get licensed as a Property and Casualty insurance broker so she could better utilize her skills to help the clients as an Account Manager.
Her responsibilities within the brokerage include checking and reviewing policies, issuing certificates of insurance and quoting and binding insurance policies with various carriers. Over the years, she has built strong relationships with the clients by providing excellent customer service. She is experienced in placing insurance policies for various lines of coverage including Medical Malpractice, Office Package, Workers Compensation and Cyber Liability.
Roccy DeFrancesco, JD ^
Roccy M. DeFrancesco, Jr., JD is the Founder of The Wealth Preservation Institute and OnPointe Software. He is also the Co-Founder of the Asset Protection Society.
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license) and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in Michigan. He has authored ten books including the following consumer books: The Doctor’s Wealth Preservation Guide©, Bad Advisors: How to Identify Them; How to Avoid Them©, Retiring Without Risk©, Peace of Mind Planning: Losing Money is No Longer an Option©, The Home Equity Management Guidebook©, and The Home Equity Acceleration Plan (H.E.A.P.)©.
Today, Roccy spends most of his time either mentoring other advisors (CPAs, attorneys, financial planners) or helping doctors protect and grow their wealth.