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Our Team
With over 80 years of combined industry experience, Michael Gochenour, Mary Bryant Via, and Hugh Lantz have the perspective to give you comprehensive and customized financial advice. Our team takes time to understand your goals and develop a tailored financial plan, along with personalized investment strategies to help you accumulate, grow, manage, preserve, and transfer your wealth.Our financial advisory practice is strengthened by Jacqueline Blosser, Sharon Krantz, and Constance Roach, who deliver extraordinary client service by providing personal attention and prompt execution to client needs. Our collective depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide quality guidance and execute financial solutions for every stage of life. 
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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2024 Market Outlook: Rutz's BBQ - 6:30PM Monday, January 22, 2024
Are We Headed Into A Recession? Investment Strategies For The Year Ahead. You are cordially invited to attend a discussion on how a potential recession impacts your investments, income strategies for a higher interest rate environment, alternative investments such as gold, and the concern of outliving your money in a market downturn. Can having a good financial plan make the difference? Please RSVP by January 19th. Complimentary meal provided. Friends, family and co-workers are welcome.
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2024 Market Outlook: Hyatt Place - 6:30PM Tuesday, January 23, 2024
Are We Headed Into A Recession? Investment Strategies For The Year Ahead. You are cordially invited to attend a discussion on how a potential recession impacts your investments, income strategies for a higher interest rate environment, alternative investments such as gold, and the concern of outliving your money in a market downturn. Can having a good financial plan make the difference? Please RSVP by January 19th. Complimentary meal provided. Friends, family and co-workers are welcome.
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2024 Market Outlook: Hyatt Place - 12PM Wednesday, January 24, 2024
Are We Headed Into A Recession? Investment Strategies For The Year Ahead. You are cordially invited to attend a discussion on how a potential recession impacts your investments, income strategies for a higher interest rate environment, alternative investments such as gold, and the concern of outliving your money in a market downturn. Can having a good financial plan make the difference? Please RSVP by January 19th. Complimentary meal provided. Friends, family and co-workers are welcome.
Office Information
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Office hours:
Monday - Friday 8:30 a.m. - 5:00 p.m.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.