Broker Check

Meet Our Staff 

Staff

Michael Church

Michael Church, FSCP®, CSRIC™

Investment Research & Planning Associate

Joanne Lombardi

Joanne Lombardi

Planner Assistant to Leo E. Strine and Gary L. Ulrich

Ilene Meyers

Ilene Meyers, FLMI

Receptionist/Operations Manager

Mary Padilla, FPQP®

Mary Padilla, FPQP®

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

Debi Rucker

Debi Rucker

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

Tiffany Stubbs

Tiffany Stubbs

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

Client Centered

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.

We look forward to working with you.

Contact Us