News and Commentary

Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.

When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.

Please join us in welcoming Billy Plunkett to our team! Billy is a highly motivated professional with a background in sales and client services, now transitioning to the financial sector as a Private Client Associate for the Ozazewski/Decker/Plunkett Wealth Management Team. Billy holds a Bachelor of Science in Sport Management from York College of Pennsylvania, with a minor in Athletic Coaching. Billy has honed his skills in client relations and sales in the financial publishing industry, most recently at Porter & Company Research and Money Map Press. While there, he consistently exceeded sales targets and built a strong reputation for client satisfaction and revenue generation. In his new role as a Private Client Associate with the Ozazewski/Decker/Plunkett Wealth Management Team, Billy brings a wealth of experience in client-focused service, sales, and relationship-building. His proven sales success and ability to thrive in dynamic environments make him a valuable addition to our team, where he will support our financial advisors and be creating relationships with our clients. Helping people has always been a priority for Billy. Outside of school and then work, he has coached high school basketball for nine years, demonstrating his dedication to guiding others toward success. Billy’s interest in finance was inspired by his mother, Libby Plunkett, and he is excited to take this passion to a new level as he works toward becoming a financial advisor. Please join us in welcoming Billy!