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

Jack Muscalus

CFP®, RICP®

Private Wealth Advisor

Learn more about Jack Muscalus Visit Jack Muscalus's website

Anthony Beccone

MBA, CFP®, CPA, APMA®

Financial Advisor

Learn more about Anthony Beccone Visit Anthony Beccone's website


Our team

Christy Schmalhofer

Christy Schmalhofer

Client Service Manager

Jennifer Bailey

Jennifer Bailey

Operations Director,

Paraplanner
Christy Werkheiser

Christy Werkheiser

Client Service Manager

Katie Muscalus

Katie Muscalus

Executive Assistant