Our Trusted Advisors
We’re individual practices, sharing expertise and resources, dedicated to helping our clients further their goals and deepen their financial security.
Mary Beth Hofmeister, CFP (R)
Areas of Expertise
Financial Planning | Wealth Management | Insurance Planning
Scott Ferguson
Areas of Expertise
Wealth Management | Financial Planning | Estate Planning
Carl Baggetta
Areas of Expertise
Wealth Management | Estate Planning | Financial Planning
Paul Loucks
Areas of Expertise
Investment Advisory Services | Retirement Planning | Custodial Care Planning
Tambra Estill
Areas of Expertise
Financial Planning | NEA Retirement Specialist | Family Legacy Services
Sara Young
Areas of Expertise
Insurance Plans Specialist | Registered Administrative Assistant | Insurance Brokerage Support
Gerard Colistra
Areas of Expertise
Corp. Retirement Planning | Personal Retirement Planning | Personal & Small Business Insurance Planning
MICHELLE LYMAN
Areas of Expertise
Group Retirement Plans | Retirement Planning | Insurance Planning
Let's Connect
Connecting with professionals to better serve our client’s needs.