To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Our advisors

Ari Spectorman

Ari Spectorman

CFP®, ChFC®, CIMA®

Private Wealth Advisor

Franchise Owner
Learn more about Ari Spectorman
Matthew B Frank

Matthew B Frank

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Matthew B Frank
Jeffrey Jacoby

Jeffrey Jacoby

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jeffrey Jacoby
Adam Older

Adam Older

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Adam Older

Our team

Donna Scarpiello

Donna Scarpiello

Client Service Coordinator

Kathy Richmond

Kathy Richmond

Administrative Assistant

Brian Jamison III

Brian Jamison III

Financial Planning Analyst

Qualifications

  • B.A. in Finance and Business Administration, 2020, Muhlenberg College, Muhlenberg, PA
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