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Mission Statement

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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

Group Photo from left:
 

Dana M. Capozzella-Compliance Officer/Operations Manager

Felicia Deal-Registered Sales Associate

Theresa Brock-Registered Sales Associate

Craig S. Ralston-Managing Director

Robert G. Wrubel-Senior Vice President, Investments

Marie Newbrough-Marketing Director

Kenneth M. Beach-President

Janice M. Weiland-Executive Vice President, Investments

 

Photos by Blue Fox Photography