Our Advisors

Kevin Houser

Kevin Houser

Private Wealth Advisor

Gary Plessl

Gary Plessl

Private Wealth Advisor

Our Staff

Matt Staples

Matt Staples

Registered Client Service Associate
Linda Shankweiler

Linda Shankweiler

Registered Client Service Associate
Carolyn Lumsden

Carolyn Lumsden

Client Service Associate
Dana Moyer

Dana Moyer

Client Service Associate