Our Team
Our Team
Learn more about our experienced team that serves our clients through personalized recommendations and objective solutions.
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Eric D. Pettis, AIF®
President
(717) 652-3418
Eric is a 1983 graduate of Bloomsburg University. Eric has 30 years of experience in the Financial Services Industry. He is a Registered Principal and OSJ (Office of Supervisory Jurisdiction) Supervisor for Cambridge Investment...
Daniel J. Brixius
Investment Advisor Representative
(717) 652-3418
Dan is a Series 6, 65 and 63 Registered Representative through Cambridge Investment Research, Inc. He is also licensed with Pennsylvania for Life and Health insurance. His practice focus is personal financial planning for high net...
Joseph A. Cooper
Investment Advisor Representative
(717) 652-3418
Scott A. Derr, CFP®, AIF®
Investment Advisor Representative/Registered Principal
(717) 652-3418
Scott graduated from Wright State University in Dayton, Ohio with a BS in Finance and has over 20 years of experience in the financial services, trust and asset management services. Scott has had the unique experience of establishing a...
Ellis Grossnickle
Investment Advisor Representative/Registered Principal
(717) 652-3418
David R. Truskey, LUTCF
Investment Advisor Representative
(717) 652-3418
Tom Renko
Investment Advisor Representative/Registered Principal
(717) 652-3418
Tom is a Messiah College graduate, with a major in Business Administration focusing on financial and business management. At Messiah College, Tom played on the Men’s Soccer team and was a part of three Division III National...