Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Jack Muscalus

Jack Muscalus

CFP®, RICP®

Private Wealth Advisor

Learn more about Jack Muscalus Visit Jack Muscalus's website
Advisor photo for Anthony Beccone

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,

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Christy Werkheiser

Christy Werkheiser

Client Service Manager

Katie Muscalus

Katie Muscalus

Executive Assistant