Business Directory

Rep Roster

Janelle Wankum
Marketing Strategist

Mr. Terry Ward

Mr. Derek Warden
EVP/Chief Lending Officer

Mr. Jeffrey Warden

Representative Perry Warren

Charles Wasserott, IV, EA

Tom Watson

Mr. Brian Watterson

Michael Webster

Mr. Matt Weiland
Marketing Coodinator

Mr. W. C. Weiss, Jr.

Mr. Richard Welch
Chief Investment Officer
  • Founded  (2011) this Registered Investment Advisor (RIA) firm which provides investment advice, portfolio management services and diversification and asset allocation strategies.
  • Handle all investment research, trades, performance reporting, compliance, marketing and client relation functions
  • Hold FINRA Series 63 (State Securities Agent) and Series 65 (Registered Investment Advisor) licenses.
  • Hold Pennsylvania Life Insurance and Variable Annuity Licenses.
E-mail

Ms. Lucretia Wells
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