Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Rick has worked in the financial services industry since 1985. He is registered with Royal Alliance and today has his office in Harrisburg.
Lisa has served our client community for over 20 years providing courteous, diligent and professional support to our team and our most valuable asset, our clients. She assists in account service requests, facilitates...