About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
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Edward D. Lipski, CFP, CFA, CMFC
Senior Vice President - Investment OfficerPIM Portfolio Manager
Wendy M. Sydeski
Senior Vice President - Investment OfficerPIM Portfolio Manager