Our advisors

Our team

Crystal Busse

Crystal Busse

Office Manager

Qualifications

  • National Notary Association
  • Pennsylvania licensed Real Estate agent

Roles & Responsibilities

  • Maintains office services
  • Planning all client events for the year
  • Manage websites while promoting the brand
  • Office operations, procedures and compliance supervision
View more
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
View more
Brandon Marshall

Brandon Marshall

Financial Planning Specialist

Roles & Responsibilities

  • Application processing
  • Client Service
  • Client meeting coordination
  • Client Inquiries and transactions
View more
Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

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