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Meet Our Team

We take an "a la carte" approach to financial planning. We realize that not everyone who walks through our door wants or needs the same advice. Yes, some folks are looking for a full-blown comprehensive financial plan, but others may just need help securing some life insurance or looking for investment advice on an old 401k. No matter what advice you seek, we are here to help. Through MyBridge, our online wealth management platform, our clients are now able to view and interact with their entire financial world on one secure site. We offer superior service, personalized attention and the integrity that only a boutique firm can provide. We pride ourselves on building lasting relationships with our clients and serving as trusted advisors. 

Buck joined his father in 1998 after graduating from Cornell University with a degree in Consumer Economics.

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David joined the financial services business in 1994 with New England Financial Group. He spent 8 years with them before moving to an Independent Financial Services group in Exton, PA. For the first 20 years, he has specialized in...

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Peg started her career in the life insurance industry in 1970 with Penn Mutual.

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Jamie joined ESI in July 2006 after working for several years in the banking industry.

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Affiliated Partners

Christine Palmer Hennigan has been dedicated to helping individuals and businesses achieve their goals through sound financial planning. She specializes in working with clients who are divorced, widowed or otherwise left to prepare for...

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