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  • Scott Parry, AIF™

    Wealth Advisor

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  • Eric J. Connors, CLU, ChFC

    Wealth Advisor, LPL Registered Principal

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  • Megan Wursta, CFP®

    Wealth Advisor

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  • Mat Parsons, CRPS®

    Wealth Advisor

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  • Niko Camacho

    Wealth Advisor

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  • Edward Smith, CRPC®, AAMS®

    Wealth Advisor

    CRPC conferred by the College for Financial Planning

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  • Jon Moss

    Private Wealth Manager

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  • Martin Volin, CRPC®

    Wealth Advisor

    CRPC conferred by the College for Financial Planning

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  • Joe Stempert

    Director of Operations

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  • Debi Olphin

    Director of Client Services (Allentown office)

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  • Diane Rice

    Director of Client Services (Sellersville office)

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  • Liliam Quintero

    Operations Specialist

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  • Mary Kaiser

    Client Relationship Manager

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  • Natalie Izquierdo

    Operations Specialist

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  • Emily West

    Client Relationship Manager

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  • Maxwell Reider

    Paraplanner

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