Meet Our Team

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals.  Whether you're in the early stages of building wealth or facing complex retirement or estate-planning choices later in life, we're ready and equipped to help you make decisions for your future.

Michael W Leonard

Senior Financial Advisor

David D. Alspach

Senior Financial Advisor

Robert Kauffman, CMFC, ADPA

Senior Financial Advisor

Kurt Fulmer

Senior Financial Advisor

David Morosky

Financial Advisor

Robin Sheets

Client Service Assistant