Helping people set and achieve their financial goals since 1980.
Vanessa L. Geiger
As President, she manages a team of financial advisory professionals, made up of permanent staff and affiliated professionals, to provide our clients with comprehensive and practical advice for investment, tax, and financial planning needs. As CCO she oversees the company’s compliance requirements as determined by the SEC.
Gary S. Hess
Helps clients manage their investments and provides comprehensive financial planning services. Gary received his BS from the Pennsylvania State University. He earned the designation of Chartered Financial Analyst (CFA) in 1993.
Richard K. May
Richard is now “semi-retired”. Richard’s responsibilities still include comprehensive financial services and tax preparation. Richard received his AB from Princeton and his MBA from the University of Michigan.
Katharine P. Dunlevy
Communicates with clients and closely works with the President to accomplish daily administrative tasks. Katharine also helps in the preparation of the quarterly reports for our clients. Katharine received her BA from the University of Delaware and her MBA from Florida Institute of Technology. She also has a Master Certificate in Project Management from Villanova.
Julie C. May
Assists, as needed with communications with the IRS and handles tax processing needs for the company. Julie has a AB degree from Smith College.