Our mission is to make a meaningful difference in the lives of our clients. Based on our experience over the years, we believe that we understand what our clients desire from their financial advisor:

They want to be treated fairly and honestly and expect their advisor to have integrity, knowledge and experience. They want to be appreciated. Finally, they want a long-term, multi­generational, relationship with their advisor.

Our goal is to be that financial advisor in the lives of our clients.


Our advisors

Jahn D Gazder

CFP®, ChFC®, APMA, BFA

Private Wealth Advisor

Managing Director
Learn more about Jahn D Gazder Visit Jahn D Gazder's website

Karl Kessler

Financial Advisor

Associate Vice President
Learn more about Karl Kessler Visit Karl Kessler's website

Ben Zureick

Registered Practice Associate

Learn more about Ben Zureick Visit Ben Zureick's website


Our team

Gary Rhinehimer

Gary Rhinehimer

Registered Client Service Associate

Darathi Das

Darathi Das

Client Service Associate,

Financial Planning Analyst