Team Work Makes Your Dream Work

We work hard to ensure that your goals are at the forefront of every decision, and we are there for you every step of the way.

Jud Sokol
Wealth Advisor
  • Golfing
  • Spending time outdoors
  • Watching daughters' play lax
Jud Sokol
Meet Jud Sokol
Shaun
Blakeslee
MBA
  • Golf
  • Water Sports
  • Home Improvement Projects
Shaun Blakeslee
Meet Shaun
Bill
Swartz
Partner, Chief Business Development Officer
  • Visiting MLB Ballparks
  • Being a Wannabe Gardener
  • Netflix
Bill Swartz
Meet Bill
Kenneth
Pegher
Branch Operations Manager CSCP®
  • Golfing
  • Reading
  • Steelers Fan
Kenneth Pegher
Meet Kenneth
Catherine
Sciarrino
Operations Manager
  • Going to the Beach
  • Spending Time with Friends and Family
  • Listening to Live Music
Catherine Sciarrino
Meet Catherine
Christina
Horchar
Chief Operating Officer, Partner
  • Reading
  • Cooking & Baking
  • Exercising
Christina Horchar
Meet Christina
Eric
Hart
  • Golfing
  • Traveling
  • Cheering on Ravens & Orioles
Eric Hart
Meet Eric
Gregory
Vermeulen
AAMS®
  • Coaching Volleyball and Lacrosse
  • Golfing
  • Spending Time at the Beach
Gregory Vermeulen
Meet Gregory
George
Van Dyke
  • Live Music
  • Photography
  • Philanthropy
George Van Dyke
Meet George
Clay
McNally
CLTC®
  • Snow Skiing
  • Hiking
  • Scuba Diving
Clay McNally
Meet Clay
Anna
Fink
CPA
  • Birding
  • Gardening
  • Hiking
Anna Fink
Meet Anna
James
Ellis
CPA
James Ellis
Meet James
Joey
DelliSanti
AIF® PPC®
  • Golfing
  • Travel
Joey DelliSanti
Meet Joey
Michael
Crabb
AAMS®
  • Family Activities
  • Hiking
Michael Crabb
Meet Michael
Timothy
Carne
CIMA®
  • Hiking
  • Reading
  • Gardening
Timothy Carne
Meet Timothy
Adam
Ariosa
CFP® AAMS®
  • Golfing
  • Fishing
  • Hiking
Adam Ariosa
Meet Adam
Lawrence
Leitch, CEO
AIF® ChFC® CLU®
  • Coaching Sports
  • Traveling
  • Being Outdoors
Lawrence Leitch, CEO
Meet Lawrence
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