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

Peter D Shelp

CFP®, ChFC®, CASL®, CRPC, AWMA℠, CRPS

Private Wealth Advisor

Learn more about Peter D Shelp Visit Peter D Shelp's website

Adam Shelp

CRPC

Financial Advisor

Learn more about Adam Shelp Visit Adam Shelp's website


Our team

April Piazza

Administrative Assistant

Joseph Houlihan

Joseph Houlihan

Client Service Specialist