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FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Michael Pennica

Michael Pennica

Founder and President

Carol Pennica

Carol Pennica

Chief Operating Officer / Partner

Julie Bishop

Julie Bishop

Financial Advisor

Richard Cimino

Richard Cimino

Financial Advisor

Mark Czelusta

Mark Czelusta

Insurance & Fixed Product Consultant

Robin Depies

Robin Depies

Financial Advisor

Sally Jo VanWinkle

Sally Jo VanWinkle

Administrative Assistant