GREGORY LISZKA (Registered Representative) received his bachelor's degree in Accounting and Business Administration from Thiel College. He joined GFC Strategic Lifestyle Advisors in the spring of 2008. He previously held positions in the finance departments of National City Bank and Merrill Lynch. Greg is fully licensed to handle Life, Disability, and Health Insurance, as well as variable annuities and other types of investment products. He has earned his Certified Financial Planner (CFP) designation.
Greg’s experience has led to his belief that there is a significant disconnect between the consumer and the financial professional today. Since most professionals get paid for transactions that occur or as an asset-based fee, their business model is inspired with that in mind. We, however, believe that the biggest benefit to the consumer is the planning and advice provided by the advisor, which in most cases takes a good bit of time and knowledge. Because of this belief, our business model is based on comprehensive planning process. We are different because you deserve better.
See Greg's FINRA BrokerCheck background report here.
MICHAEL PECK The world of personal finance can be scary and overwhelming. I am passionate about helping people understand their finances and helping them to create a roadmap for financial success. I have worked in the financial world for almost 15 years and am excited to bring that knowledge to Iron Point Financial.
I have an undergraduate degree from the University of Valley Forge and a Masters of Science in Organizational Leadership from Geneva College.
ANNA MARIE MCDOWELL has been with the firm since 1991 and received her Financial Paraplanner certification from the College of Financial Planning in 1992. She oversees daily processing and assists with client relationship. Anna Marie also holds a Series 6 and 63 Securities registration and is a Registered Representative of Cetera Advisor Networks LLC.
See Anna Marie's FINRA BrokerCheck background report here.
Cathy joined The Neely Group as a sales assistant in 2007. Her background includes accounting supervision with a Fortune 500 Corporation. Cathy assists with client service and office administration duties.