About Us

Top-Tier Advice Requires Great People. We’re Proud to Bring You the Best.

Expertise

We believe our team should offer you proficiency and a deep knowledge in the areas that matter most. Our team has over 100 years of collective experience and is continually learning and striving for ways to provide you the highest level of service.

Guidance

We walk with our clients through the most joyous and difficult of times. Aside from an advisor, we are a confidant, thinking partner and friend who cares deeply about your success. Our team is eager to be a resource and to help you navigate what comes next.

Commitment

We are committed to our clients who trust us with some of the most impactful decisions of their lives. The gravity of this partnership is not lost on us. Our focus is always on what’s best for you, your family and all those impacted by the advice we provide.

Our Team Focused on Your Success

Christopher Miller

CIMC®

Steven Bell

CFP®, ChFC®

Andrew Barninger

CFP®, CEPA®

Grace Roland

Associate

Deb Zercher

Client Service Representative

Angela Gehron

Client Service Representative

Dawn Rager

Receptionist

Ruth Miller

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