Edward Gormley
Founder, Senior Partner
717-506-2111
Ed is the founder of the firm, established in 1994, and brings more than 45 years of experience in the financial services industry. He holds...
Melissa Pujia
Managing Partner
717-506-2111
Melissa is a partner of the firm and co-manages our clients’ investments. She brings over 15 years of industry experience and maintains the following professional credentials: Accredited Investment Fiduciary designations, FINRA...
Robert Pujia
Partner - Administrative Associate
717-506-2101
Robert is a seasoned financial professional with over 20 years of experience in the financial services industry. A (CFP®), Robert brings a wealth of knowledge and expertise, specializing in...
Leah Sexton
Operations Manager
717-506-2111
Molly Dolly
CEO "Chief Eating Officer"