Broker Check

Our Team

We are a team of certified professionals, financial planners, and planning assistants committed to helping you achieve your financial goals through holistic planning. Every member of our team works to ensure that each and every client receives personalized service and an exceptional experience.

Jeffrey T. Bagley, CFP®

Senior Financial Advisor

Mark J. Rychel, CFP®, CPFA

Mark J. Rychel, CFP®, CPFA

Senior Financial Advisor

Richard N. Mangieri, RFC®

Richard N. Mangieri, RFC®

Senior Financial Advisor

Daniel and David Ward, CRPC®

Daniel and David Ward, CRPC®

Senior Financial Advisors

Leo R. Scalercio

Leo R. Scalercio

Financial Advisor

Andy Schink, CRPC®

Andy Schink, CRPC®

Financial Advisor

Michael Whalen, CFP®

Michael Whalen, CFP®

Senior Financial Advisor

David Gawne

David Gawne

Financial Advisor

David Smedley, RICP®

David Smedley, RICP®

Financial Advisor

Marc Wilkins

Marc Wilkins

Financial Advisor

Daniel Pelczarski

Daniel Pelczarski

Financial Advisor

Heather Belles

Heather Belles

Planning Assistant

Kelli Cerra

Kelli Cerra

Planning Assistant

Shannon Pitschke

Shannon Pitschke

Operations Manager and Planning Assistant

Bryan Byrd

Bryan Byrd

Financial Advisor

Christine Shipley

Christine Shipley

Planning Assistant

Jennifer Smidl

Planning Assistant

Tracy Weigel

Tracy Weigel

Planning Assistant

Jesse Uncapher

Jesse Uncapher

Planning Assistant