Broker Check

Meet The Team

Ronald Gruninger

Ronald J. Gruninger III, CFP®, CIMA®, AIF®, RICP®

CEO | Managing Partner | Wealth Management Advisor

Brian Lubel

Brian Lubel, CFP®, ChFC®, CLU®

Partner | Financial Planner | Wealth Management Advisor

Paul  Iandoli

Paul F. Iandoli, CLU®, ChFC®, MBA

Partner | Financial Planner | Wealth Management Advisor

Ashley Sherman

Ashley Sherman

Director of Advisor Operations

Mattew Douce, ChFC®, ChSNC®

Mattew Douce, ChFC®, ChSNC®

Analysis & Case Design Specialist

Heather  Rosenberger

Heather Rosenberger

Client Services Specialist

Michelle Stults

Michelle Stults

Client Services Specialist

Rachel Linville

Rachel Linville

Client Services Specialist

Samantha Campagnano

Samantha Campagnano

Financial Services Team Associate

Natalie  Gruninger

Natalie Gruninger, CPA*

Financial Planning Analyst *Licensed but not practicing

Laura Smith

Laura Smith

Client Services Specialist

Lauren Colvin

Lauren Colvin

Client Services Specialist

Randi Perez

Randi Perez

Director of Marketing

Strategic Alliances

Eric Roukey

Eric Roukey

Partner | Chief Financial Strategist of PCG Financial Services

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