Providing financial clarity across the nation and in your local area.

Harrisburg, Pennsylvania

Private Wealth Management & Financial Planning in Harrisburg

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local knowledge. all in-house.

About the Harrisburg Team

Each member of our Harrisburg team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Contact Harrisburg Team

4507 N Front St
Ste 201
Harrisburg, PA 17110

(717) 232-8850

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

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Meet your team

  • Bridget Casher Wealth Advisor headshot

    Bridget Casher

    AIF®, PPC®, CRPS™

    Wealth Advisor

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  • Michael Drennen Managing Director, Head of Office headshot

    Michael Drennen

    Managing Director, Head of Office

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  • John Klobusicky Senior Wealth Advisor headshot

    John Klobusicky

    CFA®, CAIA®

    Senior Wealth Advisor

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  • Shaunice Chism Client Service Manager headshot

    Shaunice Chism

    Client Service Manager

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  • Diana Funk Senior Client Service Manager headshot

    Diana Funk

    Senior Client Service Manager

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

book your complimentary meeting

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