Edward Gormley
Founder, Senior Partner
717-506-2111
Ed founded the firm in 1994 and has over 30 years of experience in the financial services industry. He obtained his Bachelor of Business from the College of William and Mary and his Masters in Taxation from Georgetown University. Ed...
Melissa Puija
Managing Partner
717-506-2111
Melissa is a partner of the firm and co-manages our clients’ investments. She brings over 15 years of industry experience and maintains the following professional credentials: Accredited Investment Fiduciary designations, FINRA...
Laurie Andrus
Operations Manager
717-506-2111
Laurie joined the team after 20 years of experience as an office manager in the medical field. Laurie is in charge of processing of all daily account transactions and the maintenance of client records. As the primary contact for client...
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