The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Carl J Meister III

Carl J Meister III

Financial Advisor

More about me...

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies


BS Economics - Pennsylvania State University


Our Staff

Angie Derle

Angie Derle

Registered Support Assistant