Our advisors

Nadine Bartkowski

Nadine Bartkowski

Financial Advisor

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Thomas Hauber

Thomas Hauber

Private Wealth Advisor

Franchise Owner
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Our team

Nicole Reviello

Nicole Reviello

Practice Manager

Qualifications

  • Wilkes University - B.S. Business Administration
  • Series 7 & 66 General Securities Representative License
  • Series 9 & 10 General Securities Sales Supervisor License
  • Life, Accident & Health Insurance License

Roles & Responsibilities

  • Branding, Advertising and Media Relations
  • Manage Our Online Presence
  • Develop and Implement Efficiencies
  • Create Processes and Procedures
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William T. Philipps

William T. Philipps

Financial Planning Analyst

Qualifications

  • Bloomsburg University - B.S. - Business Administration
  • Series 7 & 66 General Securities Representative License
  • Life, Accident & Health Insurance License
  • Chartered Retirement Planning Counselor℠

Roles & Responsibilities

  • Financial Planning Analysis
  • Investment Analysis
  • Trade Execution
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Brenda L. Wallace

Brenda L. Wallace

Executive Assistant

Qualifications

  • Notary Public

Roles & Responsibilities

  • Greet Clients and Prospects
  • General Client Service
  • Account Opening and Maintenance
  • Calendar Management
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