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



Our advisors

L Tom Burnley

CFP®, CFS®, CRPC, CLTC®, APMA, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about L Tom Burnley Visit L Tom Burnley's website

Michael Bacchini

CFS®, CRPC, APMA

Financial Advisor

Learn more about Michael Bacchini Visit Michael Bacchini's website

Dimitry Belokopyty

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dimitry Belokopyty Visit Dimitry Belokopyty's website

Justin Pohlig

CFP®, CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Justin Pohlig Visit Justin Pohlig's website

Ed Staudenmayer

CRPC

Financial Advisor

Franchise Owner
Learn more about Ed Staudenmayer Visit Ed Staudenmayer's website

Timothy Buccini

APMA

Financial Advisor

Investment Specialist
Learn more about Timothy Buccini Visit Timothy Buccini's website


Our team

Kristen Brown

Kristen Brown

Executive Assistant,

Office Manager

Qualifications

  • B.S. in Criminal Justice from Penn State University
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Kathleen Woods

Kathleen Woods

Administrative Assistant

Qualifications

  • B.S. Psychology from Saint Joseph's University, College of Arts and Sciences
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Opal Ricks

Opal Ricks

Administrative Assistant

Qualifications

  • A.S. - Natural Science

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