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.
Michael C. Gochenour
Executive Vice President / Wealth Management, Financial Advisor
Mary Bryant Via, AWMA®
Financial Advisor
Jacqueline N. Blosser
Senior Registered Private Client Associate
Constance M. Roach
Private Client Associate
Sharon Cupp Krantz
Registered Private Client Associate
Hugh J. Lantz
Executive Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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.
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.
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.
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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Office Information
Office hours:
Monday - Friday 8:30 a.m. - 5:00 p.m.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.