Meet the team
We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team is here to offer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!
Bruce Smith
MBA and AIF® Investment Advisor
Bruce has over 30 years of experience in the investment management business working with IRA Rollovers, retirement plans, individuals, trusts and businesses. He is a graduate of Lebanon Valley College with a Masters of Business Administration (MBA) and the Pennsylvania State University with a B.S. in Civil Engineering. He has been a resident of the Harrisburg area for over 49 years, and has been and will continue to be active in the community.
Meet the team
Sharon Magaro
Business Manager
Shari Stewart
VP Operations / Office Manager
Gary Kephart
Investment Advisor
David Kelly
Administrative Assistant
Madalyn Hilbolt
Administrative Assistant
Victoria Cubine
Administrative Assistant
Harry Burkett
Medicare Consultant
Thomas Parker
Associate
Trish
File Clerk
In Memory of Bill Parker
It is with deep sadness to announce our dear friend and CEO, Bill Parker, passed away on Thursday 2/17/22.
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