Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Randall L. Renneisen
Executive Vice President / Wealth Management, Financial Advisor
Robert B. Fischer, CFP®, CLTC®
Vice President / Wealth Management, Financial Advisor
Michael E. Toner
Vice President / Wealth Management, Financial Advisor
Matthew Lagoy, CFP®, CEPA®, CRPC®
Financial Advisor
Rachel Montgomery
Financial Advisor
Susan McDermott
Senior Registered Private Client Associate,
Business Productivity Specialist
Denise Diaz
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.
Caesar Rodney Rotary Club
Rob is a Board Member and enjoys a variety of hands on charity work with the club
West Chester Area Education Foundation
Matt is a Board Member of the Foundation - an independent non-profit organization whose mission is to supplement creative, meaningful, real-world experiences for students in the West Chester Area School District.
Nemours / Alfred I duPont Hospital for Children
Our team is partnering with Nemours / Alfred I duPont Hospital for Children to collect for a virtual toy drive benefitting children and their families during unprecedented times.