Our advisors

Ryan P Lambert

Ryan P Lambert

Private Wealth Advisor

Learn more about Ryan P Lambert
Mark Wells

Mark Wells

Financial Advisor

Learn more about Mark Wells
James L Phillips

James L Phillips

Financial Advisor

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Daniel Miller

Daniel Miller

Financial Advisor

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Don Tenne

Associate Financial Advisor

Learn more about Don Tenne

Our team

Lauren Mueller

Lauren Mueller

Operations Director

Personal Intro

Lauren's role within the organization is to handle all client onboarding as well as managing the day to day operations of the practice. Lauren has been supporting financial advisors since 2012.

Qualifications

  • Bachelor of Arts in Psychology from Millersville University of Pennsylvania
  • Minor in Business Management from Millersville University of Pennsylvania
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Jennifer O'Reilly

Jennifer O'Reilly

Client Concierge

Personal Intro

Jennifer has been supporting financial advisors since 1995. Her responsibilities entail managing all aspects of our client experience.

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