About Us

Our Commitment to You
Working with Us

Meet Our Team

Wendy Bennett

Wendy Bennett, CFP®, CRPC®, CRPS®

Senior Financial Advisor
Portfolio Administrator

  • MBA in Taxation from Duquesne University
  • Series 6, 7, 24, 31, 63, 66 Registered
  • Life, Accident & Health Insurance Licensed
  • Experience in Public Finance since 1988
  • 30 years experience in the field of finance
  • Certified Financial Planner™
  • Chartered Retirement Planning CounselorSM
  • Chartered Retirement Plans SpecialistSM
  • Accredited Domestic Partner AdvisorSM

Wendy Bennett, CFP® , ADPA® , CRPC® holds the following registrations:
Securities Agent: AK, AZ, FL, KY, NC, NY, OH, PA, TX, WA, WI, WV

Vanessa McCall

Vanessa McCall

Operations Manager

  • Butler County Community College
  • Business Administration Program
  • Series 7, 66 and 31 Registered
  • Experience in Administrative & Client Service since 1991
  • Responsible for Operations & Administration

Why Invest With Us

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