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Meet the Team

Collaboration is a Part of Our Culture

By tapping the individual talents of team members across all areas of our business, we better serve our clients and deliver more value. This collaborative approach is not just central to our culture; it’s a key to our success.

Meet our Team

Please browse through the various segments of our company and the individual professionals who handle them.

Gloria Snyder

Gloria Snyder

Vice President

Eric Taitz

Eric Taitz

Financial Advisor

Chris Ippolito

Chris Ippolito

Portfolio Analyst

Chad Snyder

Chad Snyder

Compliance Officer

Marcella Giachetta

Marcella Giachetta

Administrative Assistant

Anita Henry

Anita Henry

Administrative Assistant

Heather Snyder

Heather Snyder

Social Media Manager

Elaine Stahl

Elaine Stahl

Administrative Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.