Independent · Transparent · Fiduciary

Your Team

Your Team

Michael J. Meily
ChFC®, CLU®, CASL®, RICP®

Managing Member

“When you have the right team, the right tools, and are fortunate to love what you do, and who you do it for, it never feels like work.”

David R. Baker

Partner
Investment Advisor Representative

“My mission is to serve clients with integrity and to improve their overall financial lives.”
Mark C. Pallack

Partner
Investment Advisor Representative

“It’s all about having choices and freedom.”

Donna M. Zidwick

Partner
Analyst

“Live each day like it’s your last. Tomorrow is not guaranteed.”

Ericka Melton

Client Service Representative

“We can’t change the world unless we change ourselves.”

Beth Ann Ritter

Client Engagement Coordinator
Service Representative

“I love the ability to utilize my creative ideas while getting to know the client’s needs and what matters most to them.”
Laurel Rupert

Receptionist/Client Service Representative

Sandy Whitney

Client Service Representative

“Always do things right the first time and to the best of your ability. Most times you won’t have to re-do them.”

Richard James

Portfolio Operations Manager

“The most important things in life are the connections you make with others.”
Sheana Glasgow-Lintz, CPA

Controller

Ready to discuss your financial portfolio?