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Mission Statement


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:


Theresa Brock-Registered Sales Associate

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