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.
Andy Schink, CRPC®
Financial Advisor
Bryan Byrd
Financial Advisor
Christine Shipley
Planning Assistant
Cole Rychel
Planning Assistant
Daniel and David Ward, CRPC®
Senior Financial Advisors
Daniel W. Costa, CPA, CFP® , CRPC®
Financial Advisor
David Smedley, RICP®
Financial Advisor
David Gawne, CPFA
Financial Advisor
Elizabeth Streza
Planning Assistant
Heather Snyder
Planning Assistant
Jeffrey T. Bagley, CFP®
Financial Advisor
Jennifer Smidl
Planning Assistant
Kelli Cerra
LPL Registered Assistant
Leo R. Scalercio
Financial Advisor
Mark J. Rychel, CFP®, CPFA
Financial Advisor
Michael Whalen, CFP®, CPFA
Financial Advisor
Michael Tapolci
Wealth Manager Assistant
Richard N. Mangieri, RFC®
Financial Advisor
Shannon Pitschke
Director of Operations; Planning Assistant
Xyler Pitschke
Planning Assistant