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

Mattew Douce, ChFC®, ChSNC®

Analysis & Case Design Specialist

Rachel Linville

Rachel Linville

Client Services Specialist

Natalie  Gruninger

Natalie Gruninger, CPA*

Financial Planning Analyst *Licensed but not practicing

Lauren Colvin

Lauren Colvin

Client Services Specialist

Victoria Arnette

Victoria Arnette

Client Relationship Coordinator

Chris Kalnins, CFP®

Chris Kalnins, CFP®

Investment Advisor Representative

Linda Lampman

Linda Lampman

Investment Service

Strategic Alliances


Eric Roukey

Eric Roukey

Partner | Chief Financial Strategist of PCG Financial Services

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