Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ryan D Murray, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Ryan D Murray

CLTC®

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Learn more about Ryan D Murray Visit Ryan D Murray's website
Brian Lucas, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Brian Lucas

APMA®

Financial Advisor

Learn more about Brian Lucas Visit Brian Lucas's website

Our team

Marnie McGarrigle

Marnie McGarrigle

Client Service Coordinator

Laurie Cutlip

Laurie Cutlip

Client Concierge

Roles & Responsibilities

  • First point of contact with clients
  • Confirming appointments with clients
  • Ongoing client communication
  • Maintains incoming paperwork, mail
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Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client Inquiries and tranacations
  • Application processing
  • Client Service
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