Our advisors

Timothy Henry

Timothy Henry

Private Wealth Advisor

Learn more about Timothy Henry

Our team

Deborah A. Groves

Deborah A. Groves

Client Relationship Manager

Personal Intro

My passion is traveling with Ron. I also enjoy my two dogs, Patches and Olivia!

Qualifications

  • Over 30 Years of Customer Service!

Roles & Responsibilities

  • Deb, oversees the implementation of our service model, meeting preparation, summary letters, new business submission, as well as client account maintenance and support.
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Nathan Bailey

Nathan Bailey

Paraplanner

Personal Intro

-Recently married on 6/8/2019

-Enjoys outdoor activities including hiking, camping, and biking

-Enjoys alternative music, soccer, and football

Qualifications

  • Bachelors of Science - Business Administration (Finance Concentration) - Messiah College - 2018
  • PA Life, Accident, & Health Insurance License
  • Series 7 Registration
  • Series 66 Registration

Roles & Responsibilities

  • Financial Planning, Investment Research and Investment Management
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