How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Frank Barresi

Frank Barresi

Financial Advisor

Vice President
Visit Frank Barresi's website
David Boersig

David Boersig

Financial Advisor

Associate Vice President
Visit David Boersig's website
Leonard Bowers

Leonard Bowers

Financial Advisor

Managing Director
Visit Leonard Bowers's website
Tim Bushery

Tim Bushery

CFP®

Financial Advisor

Associate Vice President
Visit Tim Bushery's website
Halina Conti

Halina Conti

MBA, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Halina Conti's website
Michael Geary

Michael Geary

Financial Advisor

Associate Vice President
Visit Michael Geary's website
Mike Hasapopoulos

Mike Hasapopoulos

Financial Advisor

Associate Vice President
Visit Mike Hasapopoulos's website
Phillip Hawkey

Phillip Hawkey

Financial Advisor

Associate Vice President
Visit Phillip Hawkey's website
Dan Hirsch

Dan Hirsch

RFC®

Financial Advisor

Managing Director
Visit Dan Hirsch's website
Barry Jateff

Barry Jateff

Financial Advisor

Visit Barry Jateff's website
Gary Kulik

Gary Kulik

AAMS®, CRPC®

Financial Advisor

Managing Director
Visit Gary Kulik's website
Paul Liberatore

Paul Liberatore

CPA

Financial Advisor

Vice President
Visit Paul Liberatore's website
Dennis Persky

Dennis Persky

Financial Advisor

Managing Director
Visit Dennis Persky's website
Gordon Rennard

Gordon Rennard

Financial Advisor

Associate Vice President
Visit Gordon Rennard's website
Joseph Rosenbaum

Joseph Rosenbaum

CRPC®

Financial Advisor

Managing Director
Visit Joseph Rosenbaum's website
Rodney Schmitz

Rodney Schmitz

Financial Advisor

Associate Vice President
Visit Rodney Schmitz's website
Mark Stegmann

Mark Stegmann

Financial Advisor

Vice President
Visit Mark Stegmann's website
Victoria Stegmann

Victoria Stegmann

Financial Advisor

Vice President
Visit Victoria Stegmann's website
Philip Wellman

Philip Wellman

Financial Advisor

Associate Vice President
Visit Philip Wellman's website

Team

Alicia D. Ross, MBA

Lead Registered Client Service Associate,

Practice Manager

Christina Meyer

Registered Practice Associate

Judy A. Steffens

Client Service Associate,

Practice Manager

Shelia Riley, MBA

Client Service Associate,

Marketing Specialist

Janice Skaggs

Client Service Associate

Tara Welsh

Client Service Coordinator