Skip to main content

Our Team

Matthew R Krueger CLU®

Wealth Management Advisor

David T Finnemore

Financial Advisor

Andrew R Keister CFP®, ChFC®, RICP®

Director of Wealth Management Services

Matthew R Norman

Manager of Investment Operations

Rachael M Bennett CLU®, ChFC®, CFP®, MBA

Chief Operations Officer

Rob Smithback

Insurance Operations Associate

Sophia Hanson Rinehart MBA, CFP®

Director of Planning

Kevin Patrick Lourigan

Financial Planning Assistant

Brooke E Grant

Director of Operations & Development