Find a Financial Advisor
- Alex Levy
- Becca Dios
- Becky Kevern
- Brian Parris, AIF®
- Brian J. Knox*
- Chad Aerni
- Charles Meono
- Ciana Lozovskiy
- Cindy Clements*
- Colin Anderson, AIF®
- Craig Bruning
- Curtis Meono
- Daniel N. Steinberg, CLU®, ChFC®, AIF®
- Darlene Szafranski
- Dave R. Peters, CLU®
- Deanna Fakadej
- Debra Campbell
- Debra Pajestka
- Dell Judd
- Denise Hadde
- Eric Barnes
- Eric Haudenschild
- Frank Miotke*
- Gary Lydrickson
- George D. Smith, MBA
- Greg Robinson*
- Haley McCormick
- Hanna Anderson
- Heather Wilson
- James F. Henyey CFP®
- Jennifer Soltis
- Joseph C. Kean, CSSCS, AIF®
- Joyce Koren
- Justin K. Pagnard, AIF®
- Karen Schindler
- Kathy Merhar
- Kelly Buehner, MBA, CMIP®
- Kemper D. Arnold, J.D.
- Kurt Camden, MBA
- Mac Baker
- Mandy Schilling
- Margaret S. Maxel
- Mark Spieldenner
- Mark W. Hicks CLU®, ChFC®, AIF®
- Mary Kate Cleary
- Maureen Beno, AIF®
- Maureen English
- Megan Percaciante
- Michael Cunningham
- Michael F. Cleary, J.D., CFP®, AIF®
- Michael T. Bearducci, AIF®
- Nandy Budhar
- Nola Foy
- Patricia Johnson
- Robert Baitt
- Roger Rangel, MBA
- Sandra Cordell
- Steve Spieldenner
- Tim Toland
- Traci Schmotzer, CSSCS, AIF®
- Vince Berardinelli*, GBDS
- Wendy Morgan
- William McCormick*, CEBS
Management Team
Principals
Associates
Support Team

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.