Our advisors

Daniel P Morrissey

Daniel P Morrissey

CFP®, CRPC®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel P Morrissey Visit Daniel P Morrissey's website
Abram Shaffner

Abram Shaffner

CFP®, BFA, CRPC®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Abram Shaffner Visit Abram Shaffner's website
Eric Fox

Eric Fox

CMFC®

Financial Advisor

Learn more about Eric Fox Visit Eric Fox's website

Our team

Wanda Shenk

Wanda Shenk

Client Relationship Manager

Qualifications

  • Series 7 & 63
View more