We believe true wealth is not simply the sum of our financial assets or possessions, but rather the measure of our ability to live a fulfilling life that is defined by purpose, meaning, and impact. It is a state of being where we value relationships, experiences, and personal growth above mere material wealth, and where we strive to use our resources and talents to create positive change in the world.

True wealth is the result of aligning our actions and values with our highest aspirations, and of cultivating a sense of gratitude, generosity, and compassion that allows us to connect more deeply with others, with nature, and with the universe itself.

Ultimately, our vision of true wealth is one in which we all have the opportunity to realize our fullest potential, to flourish and thrive, and to contribute to a more just, equitable, and sustainable world for all.


Our advisors

Jay Penica, Private Wealth Advisor serving the Camp Hill, PA area - Ameriprise Advisors

Jay Penica

CFS®, CRPC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jay Penica Visit Jay Penica's website
Roger Allan Place, Private Wealth Advisor serving the Camp Hill, PA area - Ameriprise Advisors

Roger Allan Place

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Roger Allan Place Visit Roger Allan Place's website
Harris Greene, Financial Advisor serving the Camp Hill, PA area - Ameriprise Advisors

Harris Greene

APMA

Financial Advisor

Learn more about Harris Greene Visit Harris Greene's website
Marcos Herrera Inostroza, Financial Advisor serving the Camp Hill, PA area - Ameriprise Advisors

Marcos Herrera Inostroza

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Marcos Herrera Inostroza Visit Marcos Herrera Inostroza's website
Thomas Steiner, Financial Advisor serving the Camp Hill, PA area - Ameriprise Advisors

Thomas Steiner

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Thomas Steiner Visit Thomas Steiner's website


Our team

Tammy Neely

Tammy Neely

Office Manager,

Client Service Specialist
Cameron Place

Cameron Place

Marketing Manager

Joanne Brady

Joanne Brady

Client Service Coordinator

Sheri Henderson

Sheri Henderson

Client Service Coordinator

Nancy Curtis

Nancy Curtis

Client Service Coordinator