Our Team

 

  • Hal D. Guy, CRPC, CLU, ChFC, CFP®

    Founder and Managing Principal

  • Jeffrey Tracey, AAMS®, CRPC, CFP®

    Principal

  • Hal Rives III

    Financial Advisor

  • Andrea Summers

    Executive Assistant

  • Trisha Turano

    Administrative Assistant

  • Tyler Eppich

    LPL Registered Administrative Assistant