Let's work together to help you pursue your goals

Your financial goals are as unique as you are

We are committed to understanding your goals and will work together with you to create a customized plan that helps empower you to reach them.

Our Approach And Vision

We focus our energies on crafting individualized solutions to help you pursue your financial goals.

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Your Need for a Balanced Life

Our aim is to help you achieve a healthy, well rounded life; providing financial stability to enhance your spiritual and physical journey, allowing you to invest your life on what matters most.

Honoring Your Hard Work

Your financial resources are a result of hard work. Grounded by our faith, our principles of honesty and transparency, we are determined to help you steward the blessings you have received.

Long-Lasting Relationships

We are committed to invest time into our clients by sitting down to review their plan each year, building a proactive relationship that will stand the test of time.

Our Team

Gregory Liszka
CFP®, RICP®

PRESIDENT, ADVISOR

Michael Peck

FINANCIAL ADVISOR

Anna Marie McDowell

SENIOR OFFICE MANAGER

Cathy Powell

DIRECTOR OF OFFICE RELATIONS

Courtney Hunsberger

FINANCIAL ADVISOR

Carly Lewis

OFFICE COORDINATOR

David Rosenblatt

DIRECTOR, INVESTMENT STRATEGIES

Rob Hinson, CFA

DIRECTOR, INVESTMENT OPERATIONS & TRADING

Jeff Closz

SENIOR PORTFOLIO ANALYST

Jeff Weatherford

TRADING & QUANTITATIVE ANALYST

Jeremy Best

JUNIOR PORTFOLIO ANALYST