Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Nadine Bartkowski

CFP®, MBA

Financial Advisor

Learn more about Nadine Bartkowski

Thomas Hauber

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Thomas Hauber

Christopher Hauber

Associate Financial Advisor

Learn more about Christopher Hauber


Our team

Nicole Reviello

Nicole Reviello

Practice Manager

Qualifications

  • Wilkes University - B.S. Business Administration
  • Series 7 & 66 General Securities Representative License
  • Series 9 & 10 General Securities Sales Supervisor License
  • Life, Accident & Health Insurance License

Roles & Responsibilities

  • Branding, Advertising and Media Relations
  • Manage Our Online Presence
  • Develop and Implement Efficiencies
  • Create Processes and Procedures
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William T. Philipps

William T. Philipps

Financial Planning Analyst

Qualifications

  • Bloomsburg University - B.S. - Business Administration
  • Series 7 & 66 General Securities Representative License
  • Life, Accident & Health Insurance License
  • Chartered Retirement Planning Counselor℠

Roles & Responsibilities

  • Financial Planning Analysis
  • Investment Analysis
  • Trade Execution
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Brenda L. Wallace

Brenda L. Wallace

Executive Assistant

Qualifications

  • Notary Public

Roles & Responsibilities

  • Greet Clients and Prospects
  • General Client Service
  • Account Opening and Maintenance
  • Calendar Management
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