With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Daniel Hayes

CLTC®

Financial Advisor

Learn more about Daniel Hayes Visit Daniel Hayes's website

Anthony Mancuso

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Mancuso Visit Anthony Mancuso's website

Mary Beth Fairchild

CFP®, CRPC, APMA

Financial Advisor

Learn more about Mary Beth Fairchild Visit Mary Beth Fairchild's website

John Wade

CFP®

Financial Advisor

Learn more about John Wade Visit John Wade's website

Jordan M Orvek

APMA

Financial Advisor

Learn more about Jordan M Orvek Visit Jordan M Orvek's website

Dylan Joy

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Dylan Joy Visit Dylan Joy's website

Matthew J Smith

APMA

Financial Advisor

Learn more about Matthew J Smith Visit Matthew J Smith's website

Alyssa Fox

APMA

Financial Advisor

Learn more about Alyssa Fox Visit Alyssa Fox's website

Cheryl Johnson

CFP®, ChFC®

Financial Advisor

Learn more about Cheryl Johnson Visit Cheryl Johnson's website

Charles Sawyer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Sawyer Visit Charles Sawyer's website

Jeremy L Fredenburg Sr

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Jeremy L Fredenburg Sr Visit Jeremy L Fredenburg Sr's website

Richard L Fredenburg

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Richard L Fredenburg Visit Richard L Fredenburg's website

John Hornung

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Hornung Visit John Hornung's website

Craig Lochner

CRPC

Financial Advisor

Business Financial Advisor
Learn more about Craig Lochner Visit Craig Lochner's website

Mark Palazzolo

CLTC®

Financial Advisor

Learn more about Mark Palazzolo Visit Mark Palazzolo's website

Michael Lurz

ChFC®, CLU®

Financial Advisor

Business Financial Advisor
Learn more about Michael Lurz Visit Michael Lurz's website


Our team

Paul Wyand

Paul Wyand

Operations Specialist

Jodi Nichols

Jodi Nichols

Operations Director,

Chief Operating Officer of Council Rock Wealth Advisory Group
Elizabeth (Beth) Kemp

Elizabeth (Beth) Kemp

Operations Manager,

Marketing Specialist
Colin Hayes

Colin Hayes

Client Relationship Manager

Caitlin Pionessa

Caitlin Pionessa

Client Service Manager

Alyssa Pizzenti

Alyssa Pizzenti

Client Service Specialist

Kimberly Gore

Kimberly Gore

Client Service Specialist

Cindy Kimmel

Cindy Kimmel

Client Service Specialist

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Mira Hailu-Martinez

Client Service Specialist