Broker Check

Our Professionals

Vincent  Eckel

Vincent Eckel, CFP®

Managing Partner

Joshua G.  Schenker

Joshua G. Schenker, CRES®

Financial Professional

Jeremy  Hoepf

Jeremy Hoepf

Financial Professional

Jonathan  Gerschman

Jonathan Gerschman, CRES®

Financial Professional

Tracy  Drew

Tracy Drew

Financial Professional

Derek  Glabecki

Derek Glabecki, CRES®

Financial Professional

Pete  Novak

Pete Novak, ChFC®

Financial Professional

Donald  Rice

Donald Rice, CRES®

Financial Professional

Ryan  Sweeney

Ryan Sweeney, ChFC®

Financial Professional

Katie  White

Katie White, ChFC®

Financial Professional

Dexter Roettker

Dexter Roettker

Financial Professional

Our Team

Lindsay N.  Sims

Lindsay N. Sims

Executive Assistant

Ashleigh M.  Armstrong

Ashleigh M. Armstrong

Executive Assistant

Cameron B.  Durbin

Cameron B. Durbin

Executive Assistant

Collette M.  Tucker

Collette M. Tucker

Executive Assistant

Amelia E.  Holland

Amelia E. Holland

Executive Assistant

Melissa A.  Lewis

Melissa A. Lewis

Office Coordinator

Donna Sestrich

Donna Sestrich

Executive Assistant

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$691 Million in Assets Under Advisement

14 Professional Designations

Over 100 years combined experience