Staff
Michael Church, FSCP®, CSRIC™
Investment Research & Planning Assistant
Joanne Lombardi
Planner Assistant to Leo E. Strine and Gary L. Ulrich
Ilene Meyers, FLMI
Receptionist/Operations Manager
Mary Padilla, FPQP®
Planner Assistant to Joseph E. Biloon and Robert D. Griesemer
Debi Rucker
Senior Planner Assistant to Joseph E. Biloon and Robert D. Griesemer
Tiffany Stubbs
Planner Assistant to Emily R. Woodson and Joseph D. Blair
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.