Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Eric D. Angle, AWMA®
First Vice President / Wealth Management, Financial Advisor, Branch Office Manager
Brett R. Biggs, CRPC®, CLTC
First Vice President / Wealth Management, Financial Advisor
P. Charles Walter, Jr., AWMA®
First Vice President / Wealth Management, Financial Advisor
Judd Walter
Vice President/Wealth Management, Financial Advisor
M. Amy Villani
Senior Vice President / Wealth Management, Financial Advisor
Julie Dellisant Flugel, CFP®, CDFA™
Financial Advisor
Lisa A. Somers
First Vice President / Wealth Management, Financial Advisor
Brenda J. Somers CLTC®
Financial Advisor
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Client Shredding Event & Food Drive
The Bethlehem Office hosted a Shredding Event for clients to bring their documents to have shredded on site. In conjunction with the Shredding Event, we collected nonperishable food items to donate to Second Harvest Food Bank of the Lehigh Valley & NE PA. A total of 449 pounds of food was collected for donation!
Veterans Day 2025
The Bethlehem Branch proudly wore patriotic colors to celebrate Veterans Day and honor all who have served.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
