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!
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.
Business Manager
VP Operations / Office Manager
Chief Investment Officer
Investment Advisor
Administrative Assistant
Administrative Assistant
Administrative Assistant
Medicare Consultant
Associate
File Clerk
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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