Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Featured Team Member

Gregory K. Richards, J.D., CFP®

As the founder and owner of the firm, Greg is responsible for all client service, investment, insurance, tax and financial matters for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, Greg...

Scott A. Lumbatis, CIMA ®

As an Investment Strategist, Scott assists clients with investment portfolio design, rebalancing and trading. Scott also assists with the preparation of financial and retirement analyses, as well as with income tax preparation. Prior to...

Deborah K. Blouch

Debbie serves as a Client Service Assistant providing administrative support as it relates to communications with clients and outside firms and agencies. Specific responsibilities include estate planning support. Debbie began working...

Kelly Jo DiVittorio

As a Client Service Assistant, Kelly Jo assists with new account set up, account servicing, cashiering and distributions. Kelly Jo began working in financial services in 2009 as an assistant to Greg Richards. Prior to her working in...

Barbara Peightal

Barbara serves as a Client Service Assistant providing tax preparation and tax planning support, monitoring of client deposits, and client record updates. She attended Indiana University of Pennsylvania where she received a...

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