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.
DAVID ROSENBLATT serves as Director, Investment Strategies within Vicus Capital’s Investment Management & Research Department. He serves as the team leader for the management of the firm’s investment platforms lineup. David plays a key role in the management of the firm’s custom portfolios platform, Private Client StrategiesTM (PCSTM). Within the PCSTM platform, David aids in the construction and management of custom portfolios. Additionally, he oversees the firm’s investment research and ongoing due diligence of investment managers and serves as a member of Vicus Capital’s Investment Committee. David holds a Bachelor of Business Administration in Risk Management as well as a Master of Investment Management degree from Temple University. He is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration.
ROB HINSON, CFA is a holder of the Chartered Financial Analyst® designation and serves as Director, Investment Operations & Trading within Vicus Capital’s Investment Management & Research Department. He is responsible for managing all operational aspects of the investment department, including technology systems, vendor relations, as well as processes and procedures. Rob also serves as the primary trader for the firm’s tactical and hybrid platforms. He is a key contributor to ongoing investment due diligence and research and serves as a member of Vicus Capital’s Investment Committee. Additionally, Rob oversees the case design and proposal generation process for qualified retirement plans. He graduated Cum Laude from Central Michigan University and holds a Bachelor of Science in Business Administration degree in Personal Financial Planning with a minor in Accounting. Rob also holds FINRA Series 7 and 66 registrations.
JEFF CLOSZ serves as a Senior Portfolio Analyst within Vicus Capital’s IMR Department. In this role, he functions as a key member of the investment team and focuses his efforts on the firm’s custom portfolios platform, Private Client StrategiesTM (PCSTM). Within the PCSTM platform, Jeff is responsible for analysis, trading and execution of client portfolios. Additionally, he serves as the secondary trader for the ProSelectTM, Social Impact Investing, and FlexChoice Pro platforms. Jeff also contributes to the firm’s investment research and ongoing due diligence of investment managers and serves as a member of Vicus Capital’s Investment Committee. Prior to his position with Vicus Capital, Jeff was an active financial representative and holds FINRA registration Series 7, 63, 65, and 55 as well as Pennsylvania Life, Health, Accident, Property and Casualty Licenses. Jeff is a Gettysburg College graduate with a Bachelor of Arts degree in Economics.
JEFF WEATHERFORD serves as a Trading Specialist in Vicus Capital’s IMR Department. He is responsible for trading operations and the production of client proposals for the ProSelectTM, Social Impact Investing, the Active Income Strategy, and FlexChoice platforms. Jeff also manages the data for the firm’s account reconciliation and performance system, Black Diamond. Additionally, he is responsible for the firm’s CRM database and information flow for internal systems. Jeff graduated from The Pennsylvania State University with Bachelor of Science degrees in Mathematics and Economics.
JEREMY BEST serves as a Junior Portfolio Analyst in Vicus Capital’s IMR Department. He works closely with the other members of the IMR Department on the analysis and execution of client portfolios. Jeremy specializes in the ongoing management of the firm’s Social Impact Investing platform, including research, due diligence and screening of managers. Additionally, Jeremy assists in the trading and rebalancing of client accounts, and actively contributes to the firm’s ongoing due diligence process for ETFs, mutual funds, and separately managed accounts. Jeremy graduated from Elmira College with a Bachelor of Science degree in Finance and Business Administration with a minor in Economics. Jeremy is a Level 1 CFA Candidate.