If you want to be able to count on 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 customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Team

Megan E. Rich

Client Service Coordinator,

Marketing Manager

Qualifications

  • Twelve years of professional sales experience
  • Five years of business development and marketing experience

Roles & Responsibilities

  • Assist with client services
  • Manage marketing communications
View more

Doug Rothenberger

Paraplanner

Qualifications

  • 15+ years of experience in the Financial Services industry; includes extensive knowledge of 401k plans and mutual fund investing.
  • B.S. in Science from Kutztown University with a minor in Business Administration
  • M.S. from St. Joseph University in Finance

Roles & Responsibilities

  • Assist with client services
  • Data collection and financial report preparation
View more