Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

James M Richardson

James M Richardson

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James M Richardson Visit James M Richardson's website
Rebecca Tolbert

Rebecca Tolbert

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rebecca Tolbert Visit Rebecca Tolbert's website
Timothy Rutt

Timothy Rutt

Financial Advisor

Client Relationship Manager
Learn more about Timothy Rutt Visit Timothy Rutt's website

Our team

Marlene Schneider

Marlene Schneider

Financial Planning Analyst,

Chartered Retirement Planning Counselor℠

Qualifications

  • Designation: CRPC
  • Series 7 and 66 Licenses
  • Life, Health and Variable Annuity License
  • Medicare Supplement and Long Term Care License
  • Bloomsburg University of Pennsylvania

Roles & Responsibilities

  • Financial Statement Analysis & Reporting
  • Financial Product Application Development, Review, & Status Management
  • Equity & Fixed Income Trade Production
  • Client On-Boarding Assistance
  • Client Concierge Assistance
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Bishana Shipp

Bishana Shipp

Marketing Manager,

Client Relationship Specialist

Qualifications

  • Certification: Inbound Marketing & Email Marketing
  • Certification: Content Marketing & Social Media
  • University of North Carolina at Charlotte (BA)

Roles & Responsibilities

  • Brand Development
  • Advertising & Promotions
  • Website & Social Media
  • Webinars
  • Public Relations
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Carole Ketter

Carole Ketter

Client Service Coordinator

Roles & Responsibilities

  • Tuesday and Thursday: Centralized Point of Contact for Clients, Advisor, and Staff Members
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
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Brenda Peruso

Brenda Peruso

Receptionist

Roles & Responsibilities

  • Monday, Wednesday and Friday: Centralized Point of Contact for Clients, Advisor, and Staff Members
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
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