Our advisors

Mark Frederick

Mark Frederick

Private Wealth Advisor

Managing Partner
Learn more about Mark Frederick
Larry Eggers

Larry Eggers

Financial Advisor

Learn more about Larry Eggers
Timothy Breitfelder

Timothy Breitfelder

Financial Advisor

Managing Partner
Learn more about Timothy Breitfelder
Charles J Wartner

Charles J Wartner

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Charles J Wartner
Christopher Pape

Christopher Pape

Financial Advisor

Learn more about Christopher Pape

Our team

Stacy Engle

Stacy Engle

Office Manager,

Client Concierge
Renee Wartner

Renee Wartner

Client Service Manager

Brittany Glendenning

Brittany Glendenning

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