Ronald J. Gruninger III, CFP®, CIMA®, AIF®, RICP®
CEO | Managing Partner | Wealth Management Advisor
Brian Lubel, CFP®, ChFC®, CLU®
Partner | Financial Planner | Wealth Management Advisor
Paul F. Iandoli, CLU®, ChFC®, MBA
Partner | Financial Planner | Wealth Management Advisor
Ashley Sherman
Director of Advisor Operations
Euan Wilson, CFA®, AWMA®
Portfolio Analyst
Mattew Douce, ChFC®, ChSNC®
Analysis & Case Design Specialist
Heather Rosenberger
Investment Team Associate
Rachel Linville
Client Services Specialist
Natalie Gruninger, CPA*
Financial Planning Analyst *Licensed but not practicing
Laura Smith
Client Services Specialist
Lauren Colvin
Client Services Specialist
Victoria Arnette
Client Services Specialist
Randi Perez
Director of Marketing
Eric Roukey
Partner | Chief Financial Strategist of PCG Financial Services