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David S. Bahnick
Wealth Advisor CLU®, ChFC®, RICP®

John W. Sullivan II
Wealth Advisor CLU®, ChFC®, MSFS, RICP®

Annie Brinckman
Wealth Advisor CFP®, RICP®

Jonathan Carpenter
Wealth Advisor CFP®, RICP®

Deborah L. Peters
Wealth Advisor ChFC®, RICP®, CDFA®

Joseph A. Frederick
Retirement Plan Advisor, AIF®

Robert Everitt
Operations Manager CFP®

Sondra Turnbach
Operations Associate

Leanne Dimler
Executive Assistant

Sheri Martellucci
Administrative Assistant, Client Reception

Rebecca Pickering
FPQP ™

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
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Center Valley, PA 18034
610-871-3500
 

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