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Our Team

Learn more about the team of experts who are working together to guide you on the path to financial security.

Matthew L. McCormick ChFC®, RICP®, WMCP®

Founder and Wealth Management Advisor

Dave Biondo RICP®

Chief Operating Officer and Associate Wealth Management Advisor

Kelly M McGovern

Insurance Operations Associate

Patty L Manifold

Executive Assistant

Alex R Fischer RICP®

Our Affiliates

James H. Gano ChFC®, RICP®

Financial Advisor

Christopher D Smith CFP®, ChFC®, RICP®, WMCP®

Wealth Management Advisor

Nathan Allen Houser CFP®, ChFC®

Financial Advisor

Zachary A Daniels ChFC®, B.S.

Financial Advisor

Adrienne Renee Bukovsky

Financial Advisor

Michael J Lagowy

Financial Advisor

Raymond C. Salas

Financial Advisor