Broker Check

Meet Our Staff 

Staff

Michael Church

Michael Church, FSCP®, CSRIC™

Investment Research & Planning Associate

Joanne Lombardi

Joanne Lombardi

Planner Assistant to Robert S. Pennartz, Leo E. Strine, and Gary L. Ulrich

Ilene Meyers

Ilene Meyers, FLMI

Receptionist/Operations Manager

Alexandra Ostrander

Alexandra Ostrander

Planner Assistant to Emily R. Woodson and Joseph D. Blair

Mary Padilla

Mary Padilla

Planner Assistant to Joseph E. Biloon and Robert D. Griesemer

Cindy Pennartz

Cindy Pennartz

Office Manager

Debi Rucker

Debi Rucker

Senior Registered Planner Assistant to Joseph E. Biloon and Robert D. Griesemer

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us