Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education

Awards & recognition

  • Stephen Bickley, Ameriprise Circle of Success, 2020, 2021, 2022, 2023, 2024
  • Stephen Bickley, Ameriprise Client Experience Award, 2024

Community participation

  • Past President on Board of Directors of Hollidaysburg Area YMCA
  • Past President on Board of Directors of Hollidaysburg AMBUCS
  • Past Member on Board of Directors of The Penn-Mont Academy
  • Past President on Board of Directors of Hollidaysburg Youth Football Association
  • Past Member on Board of Directors of Calvary Cemetery
  • Past Member on Board of Directors of Penn State University Advisory Committee
  • Coach of Youth Sports (Football, Basketball & Baseball)