Who We Are
Our Team
We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation. We can help you choose the appropriate equities or fixed income vehicles in which to invest, or can oversee a comprehensive financial plan for your family’s long-term financial goals.
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Jeff W. Sellers, AAMS®
Executive Vice President/Wealth Management, Financial Advisor
Greg F. Young, CFP®, CIMA®
Executive Vice President/Wealth Management, Financial Advisor
Philip G. Blumel, CFP®
Executive Vice President / Wealth Management, Financial Advisor
T. Jack Gary, III, AAMS®
Senior Vice President/Wealth Management, Financial Advisor
Brian M. Gary, CFP®, AAMS®
Financial Advisor
Beth A. Young, MBA, CPA
Financial Advisor
John Blumel
Wealth Planning Associate
Jennifer C. Cutolo
Senior Registered Private Client Associate
Marjo A. Ylipelkonen, CFP®
Senior Registered Private Client Associate
Christina D. DiGiovanni
Private Client Associate
Sandy White
Private Client Associate
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
