Our Associates
Find a Financial Advisor
- Alex Levy
- Becca Dios
- Brian Parris, AIF®
- Brian J. Knox*
- Chad Aerni
- Cindy Clements*
- Colin Anderson, AIF®
- Curtis Meono
- Daniel N. Steinberg, CLU®, ChFC®, AIF®
- Darlene Szafranski
- Dave R. Peters, CLU®
- Debra Gabriel
- Debra Pajestka
- Dell Judd
- Denise Hadde
- Eric Barnes
- Eric Haudenschild
- Frank Miotke*
- George D. Smith, MBA
- Greg Robinson*
- Haley McCormick
- Hanna Anderson
- Heather Wilson
- James F. Henyey CFP®
- Jennifer Soltis
- Jennifer Handke
- Joseph C. Kean, CSSCS, AIF®
- Joyce Koren
- Justin Maciak
- Justin K. Pagnard, AIF®
- Karen Schindler
- Kathy Merhar
- Kelly Buehner
- Kemper D. Arnold, J.D.
- Kurt Camden, MBA
- Mandy Schilling
- Margaret S. Maxel
- Mark W. Hicks CLU®, ChFC®, AIF®
- Mary Kate Cleary
- Maureen Beno, AIF®
- Maureen English
- Michael Cunningham
- Michael F. Cleary, J.D., CFP®, AIF®
- Michael T. Bearducci, AIF®
- Patricia Johnson
- Robert Baitt
- Roger Rangel, MBA
- Sandra Cordell
- Scott R. Lewis
- Steve Spieldenner
- Theresa Smith
- Traci Schmotzer
- 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.