Your Financial Future, Simplified

Helping you plan, protect, and grow with confidence.

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How We Help

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Wealth Strategies

Employee Benefits

Insurance Services

Medicare Services

More Services

Wealth Strategies

Your financial journey is unique, and your investment strategy should be too. Our independent approach allows us to recommend solutions based on what’s best for you.

Managed Investment Strategies
Mutual Funds
Growth and Income Annuities
Fixed Index Investment Options

Employee Benefits

We help employers and employees get more from their plans through strategy, education, and ongoing support.

401(k), 403(b), and 457 Plans
Profit Sharing Plans

Insurance Services

Our insurance solutions help protect your financial plan and keep your long-term strategy on track.

Life Insurance
Long-Term Care Insurance
Health Insurance
Medicare

Medicare Services

We simplify Medicare by comparing plans and guiding you through enrollment and ongoing decisions with confidence.

Meet Our Team

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David Guensch

Financial Advisor

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Rich Fogal

Financial Advisor

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Stacey Russo

Administrative Assistant

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Where Are We Located?

Stop by our office or meet with an advisor virtually—whatever’s easiest for you.

Office Address

6235 Hamilton Blvd, Suite 100
Allentown, PA 18106

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Ready to talk it through?

We’ll help you get organized, understand your options, and take the next step with clarity.

David Guensch

Financial Advisor

Experience & Credentials

Dave has been a Financial Advisor for over 25 years and is a second generation advisor. He has his Series 7, 63 and 65 along with his Life, Health and Annuity license. Dave’s goal is to always put the client’s needs first and focus on a holistic approach to customizing a client’s financial plan.

Licenses

Series 7
Series 63
Series 65
Life
Health
Annuity

Personal Background

Dave and his wife, Liz, have lived in the Lehigh Valley for over 25 years. They have been blessed with 4 boys and 3 grandchildren. During their down time they love to travel.

Client Commitment

“Our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families and businesses face today. We commit to utilize all of our resources to help you pursue your goals.

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.”

Rich Fogal

Financial Advisor

Background & Experience

Before becoming a financial advisor, Rich was a pastor for 25 years and saw firsthand the stress placed on individuals and couples due to issues concerning money. That’s why he finds great fulfillment in helping people live their best life by empowering them to achieve their financial goals and dreams.

Licenses

Series 6
Series 63
Series 65
Life
Health
Annuity

Philosophy

“It has been my experience that people make the wrong decisions with money simply because they’ve not been educated on financial matters. I find great satisfaction in sitting with a client, listening to their goals and showing them the options they have to make those goals a reality.”

Personal Life

Rich resides in New Tripoli, PA with his wife Ashley and their 6 children. He is a high school track and field coach and has been active in coaching youth league football for many years.

Stacey Russo

Administrative Assistant & Notary Public

Role & Personality

Stacey brings a bubbly and welcoming energy to every task she tackles. With her enthusiasm and dedication, she ensures that our office runs smoothly and efficiently. She is also a notary, offering additional support to clients who need documents properly handled and notarized.

Life Outside the Office

Outside the office, Stacey is a devoted wife and a loving mom to two sons. When she’s not managing schedules or coordinating meetings, you’ll likely find her curled up with a good book or traveling with her mom and sister. Stacey’s passion for reading and yoga not only helps her unwind but also inspires a sense of balance and serenity that she carries into her work.

What She Brings to the Team

Her warm personality and proactive approach make her an invaluable part of our team, and we’re thrilled to have her with us. Stacey’s presence is always a welcome one.