The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Brent Makarczyk

Brent Makarczyk

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

B.S., 2000, Communications, Indiana University of Pennsylvania

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Our Staff

Ashley Rokosz

Ashley Rokosz

Operations Manager

Executive Assistant
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Qualifications

  • B.A. in Elementary Education from Kings College 2010
  • Team Member since July 2011

Roles & Responsibilities

  • Make clients feel at home
  • Visit preparataion
  • Financial planning support
  • Oversees office operations
Robert Wright

Robert Wright

Client Concierge

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Qualifications

  • Graduated from Penn State University in May 2019 with a degree in Marketing and Management

Roles & Responsibilities

  • Visit Preparation
  • Client Support
  • Financial Planning Support