Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Related Content

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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...

Office:	(717) 533-0656
Fax:	(717) 533-0707