Staff
Michael Church, FSCP®, CSRIC™
Investment Research & Planning Assistant
Joanne Lombardi, FPQP®
Planner Assistant to Gary L. Ulrich
Mary Padilla
Receptionist/Operations Manager
Debi Rucker
Senior Planner Assistant to Joseph E. Biloon
Tiffany Stubbs
Senior Planner Assistant to Emily R. Woodson
Connor Hollick
Client Service Associate
Danilo Ercole
Client Service Associate
Michaela Kowatch
Planner Assistant to 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.
We look forward to working with you.