J. Timothy Corle, CPC, CPFA, CFP®
President, Owner
Lauren C. Stuart
Executive Vice President, Owner
Lisa Boyce
Marketing and Communications Specialist
Brett Cole, AIF®, CFP®, RICP®
Financial & Investment Specialist
Anne Praino
Benefits Account Manager
Bernice Shimkonis
Financial Services Associate
Claudia Roemer
Office Manager
Collin Deysher
Financial Advisor
Dustin Willing
Financial Advisor
Jaclyn Messina
Benefits Specialist
Jordin Golden
Employee Benefits Assistant
Margaret Collopy
Benefit Account Assistant
Wendy Voloshin
Benefits Account Manager