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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®

Andy Schink, CRPC®

Financial Advisor

Bryan  Byrd

Bryan Byrd

Financial Advisor

Christine  Shipley

Christine Shipley

Planning Assistant

Cole Rychel

Cole Rychel

Planning Assistant

Daniel and David  Ward, CRPC®

Daniel and David Ward, CRPC®

Senior Financial Advisors

David Smedley, RICP®

David Smedley, RICP®

Financial Advisor

David  Gawne, CPFA

David Gawne, CPFA

Financial Advisor

Elizabeth  Streza

Elizabeth Streza

Planning Assistant

Heather  Snyder

Heather Snyder

Planning Assistant

Jennifer Smidl

Planning Assistant

Kelli Cerra

Kelli Cerra

LPL Registered Assistant

Leo R. Scalercio

Leo R. Scalercio

Financial Advisor

Michael  Tapolci

Michael Tapolci

Wealth Manager Assistant

Shannon Pitschke

Shannon Pitschke

Director of Operations; Planning Assistant

Xyler Pitschke

Xyler Pitschke

Planning Assistant