The strength of a shared perspective.
Each member of our team brings a distinct perspective, allowing us to look at your financial picture from multiple angles. This collaborative approach seeks to ensure that recommendations are thoughtful, balanced, and aligned with your long-term objectives.
Christine E. Worontzoff, MBA
Founder & Wealth Advisor
O. Franklin Showalter, III
Wealth Advisor
Katie Wilkins, CLU®
Wealth Advisor & Insurance Specialist
Mark Brenneman, CFP®, AIF®
Retirement Plan Advisor
Jeanette Showalter
Registered Associate
Brian Kinzie
Registered Associate
Cindy Giron
Operations Manager
Jacob Garren
Operations Associate