Who We Are
Our Team
Steve Gansler, Jr., ChFC®, C(k)P®, CPFA
Executive Vice President / Wealth Management, Financial Advisor
Gregory R. Powell, CRPC®, CPFA
Vice President / Wealth Management, Financial Advisor
Katie L. Bear, CRPC®
Assistant Vice President / Wealth Management, Financial Advisor
Denise L. Devine, CLTC
Complex Operations Assistant
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.
