About Us
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.
Meet Our Team
Mark Strube
Senior Financial AdvisorManaging Director - Investments
Karen Tremblay
Senior Registered Client AssociateKristel Rynard
Client AssociateBefore becoming a Client Associate, I worked in the financial industry and received a Bachelor’s Degree in Pre Law from Bob Jones University in Greenville, SC. Most recently, I was a stay-at-home mom, homeschool teacher, music teacher/assistant, chauffeur, and problem solver. Now as a Client Associate located in the Carlisle, PA branch of Wells Fargo Advisors, I delight in working for a firm and a financial advisor that puts clients first.
While not at the office, I enjoy reading, spending time with family and friends, and teaching at Faith Chapel of Carlisle. Matt and I live in Carlisle, PA with our three children: Mark, Isaiah, and Hannah.
I look forward to meeting you and assisting to help you with your financial needs.