Doug Hepburn, CPA/PFS, CFP®, MS Taxation
Financial Advisor
610-983-3334
Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Previously Doug served as Chairman of the PICPA’s Personal Financial...
Brett Jergens
Chief Investment Officer
Brett began his career as a CPA® with a Big Four accounting firm focusing on tax planning solutions for individual clients. He transitioned to the wealth management industry where he earned his Certified Financial Planner CFP®...
Charlotte The Cat
Emotional Support Animal
610-983-3334
Charlotte specializes in helping clients to laugh and stay calm during turbulent times with feline antics and funny stories. We all know markets don't move in one direction all the time. So, when things get rocky Charlotte's job is...
Melissa Stroebel
Administrative Assistant
