It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.
Meet Our Staff
Felicia Deal-Registered Sales Associate
Dana M. Capozzella-Compliance Officer/Operations Manager
Janice M. Weiland-Executive Vice President, Investments
Robert G. Wrubel-Senior Vice President, Investments
Kenneth M. Beach-President
Craig S. Ralston-Managing Director