About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Alan E. Whitaker
Senior Financial AdvisorAlan Whitaker is a Senior Financial Advisor with over 30 years of experience in the financial services industry. He is very proud to carry on a tradition that started in 1924 when his grandfather Arthur J Whitaker Sr. began his career in financial services. Alan also worked along side his father Arthur J Whitaker Jr for 22 years. He is a graduate of MMI Preparatory school and the Pennsylvania State University. He holds Life and Health insurance, the Series, 63, 66,7 and 24 registrations. He is an active member and Past-President of the Hazleton Rotary Club.
Alan was also named a Platinum Council Advisor for 2022 by Wells Fargo Advisors Financial Network. The Platinum Council Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Alan was also named a Platinum Council Advisor for 2022 by Wells Fargo Advisors Financial Network. The Platinum Council Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Neal DeAngelo
Financial AdvisorNeal DeAngelo III, Financial Advisor, joined our practice in October of 2020. Prior to that, he served as assistant controller for DBI Services LLC and as President of Tri-Mountain ventures where he was responsible for Real Estate development, Venture Capital investments and portfolio management. He is a graduate of MMI Preparatory School and the Pennsylvania State University with a degree in Finance. Neal holds a Life and Health Insurance license and Series 66 and Series 7 registrations. Neal is currently a member of the Hazleton Rotary Club and also a board member on the Greater Hazleton Chamber of Commerce, Greater Hazleton CAN DO, the Hazleton Area Recreation Program, and the Downtown Hazleton Alliance for Progress.
Linda Grego
Senior Administrative AssistantLinda Grego serves as Office Manager and Administrative Assistant for our organization. She has over 30 years of experience in the financial services industry. Linda exceeds her role in every aspect and is one of the main reasons why our practice has been successful. She thoroughly enjoys engaging the clients and assisting them on a daily basis.
