Broker Check

Financial Planning Team

Gregory McElheny,&#160;AIF<sup>&#174;</sup>

Gregory McElheny, AIF®

Financial Advisor

Managing Partner

Greg's Bio
Joseph Di Biasi, MBA

Joseph Di Biasi, MBA

Financial Advisor

Managing Partner

Joe's Bio
Leor Getzel

Leor Getzel

Investment Advisor Representative

Leor's Bio
Bill Simmermon

Bill Simmermon

Investment Advisor Representative

Bill's Bio
Brian Marston, ChFC, CLU

Brian Marston, ChFC, CLU

Financial Advisor

Brian's Bio

Administrative Team

Kim Dale

Kim Dale

Exec Administrative Coordinator

Meet Kim
DeEtta (Dee) Walker

DeEtta (Dee) Walker

New Business Manager

Meet Dee
Rachel Majich

Rachel Majich

Client Relationship Coordinator

Meet Rachel