About Us
The Pursuit of Peace of Mind
We’re focused on what matters most to you. By crafting personalized plans that reflect your unique vision, we work side-by-side with you to pursue lasting financial progress. With insight, dedication, and a forward-thinking approach, we help bring your goals to life.
Financial Planners
We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Brian Eberle, CFP®, RICP®, CLTC
Certified Financial Planner® Professional | Financial Services Representative | Investment Advisor Representative
Mathew R. DeGroff, CFP®
Certified Financial Planner® Professional | Financial Services Representative | Investment Advisor Representative
T.J. DiFiore
Financial Planner | Financial Services Representative | Investment Advisor Representative
Support Staff
Alexa Bonnes
Business Operations Coordinator | Registered Associate
Wealth Strategies Resources
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
Vice President, Financial Planning
John Foreman, CIMA® MBA
Vice President, Investments
Kate Cassidy, JD*
Vice President, Advanced Markets
Greg Wachter
Vice President, Risk Management
Beverly Wright
Vice President, Worksite Products
Niko Vamvakas, RICP
Vice President, Retirement Planning Solutions
Contact Us
Ready To Turn Your Financial Dreams Into Reality?
The future doesn’t wait—and neither should you. Let’s break through the noise and build a strategy that puts you in control. Whether you're planning your dream home, securing a smooth retirement, or preparing for life's next big step, we’re here to make it happen—boldly and confidently.