Meet the team

We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team of professionals is here tooffer 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 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 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

Accounts Payable Manager

Shari Stewart of GrandView Asset Management

Shari Stewart

VP Operations / Office Manager

Gary Kephart

Investment Advisor

Wendy Derr

Administrative Assistant

David Kelly of GrandView Asset Management

David Kelly

Administrative Assistant

Madalyn Hilbolt of GrandView Asset Management

Madalyn Hilbolt

Administrative Assistant

Mary Kate Tarczynski

Associate

Harry Burkett of GrandView Asset Management

Harry Burkett

Medicare Consultant

Thomas Parker

Internship

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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