Helping you plan, protect, and grow—one step at a time.
Your financial journey is unique, and your investment strategy should be too. Whether you’re starting out or refining an established plan, our independent approach allows us to recommend solutions based on what’s best for you—not a single investment provider. Our diversified investment lineup includes:
Our employer-sponsored plan services are designed to enhance outcomes for both employers and employees. From investment management to participant education, we take a comprehensive approach—conducting fund lineup and cost reviews to help ensure plans remain competitive and efficient. Our expertise includes:
Our insurance solutions are designed to complement your financial plan and help protect your investment goals from life’s unexpected events. By addressing risk alongside growth, we help ensure your long-term strategy stays on track. Our insurance services include:
As an independent Medicare broker, we help individuals navigate the complexities of Medicare with confidence. We compare plans from multiple insurance carriers to find coverage that fits your healthcare needs, budget, and lifestyle—guiding you through enrollment, plan changes, and ongoing support every step of the way.
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Stop by our office or meet with an advisor virtually—whatever’s easiest for you.
We’ll help you get organized, understand your options, and take the next step with clarity.
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.
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.
“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.”
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.
“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.”
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 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.
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.
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.
