"Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices...." Brian Kennedy



3806 Market Street Suite 1
Camp Hill, PA 17011


(717) 774-7080


(717) 920-7645

Our Team

  • Brian C. Kennedy , AIF ®, ChFC ®, CRPC®, CMFC ®, CLTC, LUTCF

    Wealth Planning Advisor and President

  • Vincent J. Catalano AIF ®, CRPC ®, CLTC

    Wealth Planning Advisor and Vice President

  • Robert "Bob" P. Yockin, AIF ®, CRPC ®, LUTCF, CLTC

    Wealth Planning Advisor

  • Stephen E. Myers, Sr. AIF ®, CRPC® ,CLTC

    Wealth Planning Associate /Insurance Representative

  • Dylan T. Warfield, AIF ®, CLTC, FPQP ™

    Wealth Planning Associate /Insurance Representative

  • Lynette A. Hewitt, FPQP ™

    Wealth Planning Associate

  • Porscha D. Williams

    Practice Manager

  • Pam Mountz

    Practice Administrator

  • Kim Kennedy

    Practice Administrator

  • Andrew Devitt CLTC

    Vice President