Broker Check

Our Team

Ronald Gruninger

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

Co-Chief Investment Officer | Managing Director | Wealth Management Advisor

Brian Lubel

Brian Lubel, CFP®, ChFC®, CLU®

Partner and Financial Planner

Eric Roukey

Eric Roukey

Chief Financial Strategist of PCG Financial Services

Mattew Douce, ChFC®

Mattew Douce, ChFC®

Analysis & Case Design Specialist

Natalie  Gruninger

Natalie Gruninger, CPA

Director of Financial Planning

Michelle Stults

Michelle Stults

Client Services Specialist

Laura Smith

Laura Smith

Client Services Specialist

Heather  Rosenberger

Heather Rosenberger

Client Services Specialist

Ashley Sherman

Ashley Sherman

Director of Advisor Operations

Randi Perez

Randi Perez

Director of Marketing

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