Our team of certified financial professionals works daily toward securing and growing all that you have worked to earn and save, or perhaps recently inherited, to help ensure that those precious resources will be there when and how you need them to be. We hold advanced degrees and certifications together with more than eight decades of combined experience that allow us to plan effectively with you, upfront and on a regular basis, in a way that directs your investment portfolio. We take our fiduciary responsibility very seriously.

• 
  Brian Weinkle, CWS®

  First Vice President-Investments

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• 
  Pamela G Batson, CFP®

  First Vice President-Investments

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• 
  Andrew A Weinkle, CIMA®

  Vice President-Investments

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• 
  Nina Winfield

  Senior Registered Client Associate

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• 
  Amy Doser

  Client Associate

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