Dave has been a Financial Adviser for over 25 years and is a second generation advisor. He has his Series 7, 63 and 65 along with his Life, Health and Annuity license. Dave’s goal is to always put the client’s needs first and focus on a holistic approach to customizing a client’s financial plan….

Liz has been an administrative assistant for many years and she always addresses the clients’ needs with a friendly voice and a very professional approach.

Emily is an administrative assistant who is ready to assist our clients with a friendly smile. Her work behind the scenes helps the whole team run smoothly and help provide the highest quality of service.

Emily and her husband….

Bruce is a Financial Sales Consultant, holding the following certifications:

• Pennsylvania Life, Health, Accident and Fixed Annuities,
• Financial Coaching Certification,