The Team

Jason, Todd, Tony and I share similar values and convictions around financial planning and client service. We work with individuals and families to help them bring focus to their finances while providing advice to help them plan to secure their futures. Debbie and Sherry are valuable contributors and strong associates in our practices. We love financial planning and the relationships with clients.

Our Advisors

Jason Deibert

Jason Deibert

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments

Education

University of Northern Iowa, Bachelor of Arts

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Todd Gronewald

Todd Gronewald

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

B.S. in Economics from Hampden-Sydney College [Triple Major, Summa Cum Laude]
CA Insurance #0G26906

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Anthony Delauney

Anthony Delauney

Financial Advisor

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Designations

CFP®, BFA, ChFC®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

B.S., Business Administration, University of Richmond, Richmond, VA
CA Insurance #0K45461

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Our Staff

Sherry Chen Kho, CFP<sup>®</sup>, CRPC<sup>®</sup>

Sherry Chen Kho, CFP®, CRPC®

Paraplanner

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Qualifications

  • CRPC designation
  • BA in Economics from UNC Chapel Hill, 2006
  • Currently hold Series 7, Series 66 and NC Insurance Licenses
Deborah Bednarcik

Deborah Bednarcik

Client Service Specialist

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Qualifications

  • BA in Psychology from Millersville University