About Us

As a team, we take an educational approach to your financial situation. We strive to help bridge the gap between your life and money through a thoughtful one-on-one conversation about what you know, what you don’t, and what you care about.

Our Guiding Principles

We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve. 

  1. Fostering constant growth for our clients and financial professionals with a foundation of integrity.
  2. Finding innovation for the best solutions.
  3. Remaining accountable and coachable while staying committed to personal development.
  4. Delivering consistent, innovative training and education to provide opportunities to learn, grow & improve continuously.
  5. Honoring our commitments to clients, ourselves, and team members.
  6. Receiving all feedback as a gift.
  7. Taking ownership over outcomes by finding solutions, not excuses.
  8. Giving back to the community where we live, work and play.
  9. Encouraging technological advances to facilitate ease of doing business.
  10. A positive work environment based on trust, collaboration, and fun.

We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.

Meet the Team

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Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®

Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®

Education and Achievements
After graduating from Susquehanna University in 2010 with a double major in finance and entrepreneurship, Chris became a CERTIFIED FINANCIAL PLANNER™ professional. Not long afterward, he also earned the Retirement Income Certified Professional® and Chartered Financial Consultant® certifications.

Approach to Financial Planning
Chris’s instructive approach to financial planning creates a safe environment where you can ask the questions that matter most to you and get honest answers. Chris enjoys helping people feel confident about their financial future. Much of his work also involves teaming up with nonprofit organizations to provide workshops that inspire financial literacy and confidence.

Community Contributions
He helps to coach the community and local organizations throughout their financial lives. Using combined knowledge from his team, Chris provides educational workshops to help promote financial literacy.

Tara Marciales

Tara Marciales

Client Services Specialist

Tara comes to us with over two decades of experience in Customer Service and Office Management. Her expertise is built on a foundation of problem-solving, organizational skills, and attention to detail. Through different advertising and social media platforms Tara communicates the significant advantages of having a financial advisor, helping to keep our clients engaged and informed.

Johanna Corrie

Johanna Corrie

Senior Client Relations Manager

Jo’s underlying responsibilities entail direct client servicing, in charge of the client-facing side of the business. She will be with you throughout the entire client experience from the first meeting to the last review alongside Chris. Her duties include organizing clients’ thoughts and experiences. She assists clients in both English and Spanish and ensures all their questions and concerns are handled forthright. She has a strong focus on building, developing, maintaining, and expanding new and existing client relationships

Daniel A. Henley, CFP®

Daniel A. Henley, CFP®

Financial Planner

Dan focuses on protecting his clients through wealth preservation strategies. He manages the team’s insurance book of business. Dan has been in the financial planning business for over 30 years. Dan has been recognized for numerous awards for his work within the wealth preservation and estate planning. This also includes the prestigious Million Dollar Round Table.

Robbie

Robert Rettig

Financial Service Team Associate

Robbie’s primary responsibilities are scheduling appointments and organizing client meetings. He is the point of contact for appointment confirmations and new client data entry. His role includes being the client’s first contact with the team, setting up meetings, enrolling participants, collecting customer information, and managing assignments.

Stanley Klein

Stanley Klein

Financial Service Representative

Stan has been a Financial Service Representative for 40+ years who believes the most important key to any financial plan is the relationship you create with your clients. To always maintain communication with them and be there through life’s changes.

Anthony Kolstad

Anthony Kolstad

Retirement Income Specialist

Andy has been in this business for 40+ years. Believes a well-thought-out investment plan is the key to financial success. Andy’s method is building what he calls “income factories” for their futures. This is when investments are focused on dividend and income producers.

CAROL HAKEMIAN-FELT

Carol Hakemian-Felt

Financial Advisor

[email protected]  | 561.212.7613

Carol’s expertise lies in crafting tailored financial strategies for medical professionals throughout their career journey, from establishment to retirement. Her 27 years in financial advising empower her to devise both offensive and defensive financial plans.