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
Joe is a graduate of the University of Maryland. He is a Series 7, 65 and 63 Investment Adviser Representative through Cambridge Investment Research, Inc. His financial service practice centers on asset management and long-term...
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
Ellis is an Investment Advisor Representative and Registered Principal at Comprehensive Financial Associates and has nearly 40 years of experience working in the financial services industry. At our firm, he monitors client account...
David R. Truskey, LUTCF
Investment Advisor Representative
(717) 652-3418
Dave brings over 25 years of experience with Comprehensive Financial Associates. He began his career in the financial services industry soon after graduating from Shippensburg University in 1992. After working with a variety of...
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...