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

Gary Plessl, Private Wealth Advisor serving the Center Valley, PA area - Ameriprise Advisors

Gary Plessl

CFP®

Private Wealth Advisor

Managing Director
Learn more about Gary Plessl Visit Gary Plessl's website
Kevin Houser, Private Wealth Advisor serving the Center Valley, PA area - Ameriprise Advisors

Kevin Houser

CFP®, CEP®

Private Wealth Advisor

Managing Director
Learn more about Kevin Houser Visit Kevin Houser's website
Matthew L Staples, Financial Advisor serving the Center Valley, PA area - Ameriprise Advisors

Matthew L Staples

MBA, MST, CFP®, APMA®

Financial Advisor

Learn more about Matthew L Staples Visit Matthew L Staples's website

Our team

Carolyn Lumsden

Carolyn Lumsden

Client Service Associate

Dana Moyer

Dana Moyer

Client Service Associate