Broker Check

Meet The Team

William P ‘Buck’ Holmes

William P ‘Buck’ Holmes, ChFC®

Estate Strategies, Inc. - Wayne, PA

David Shoup

David Shoup, CFP® 

Financial Advisor

(215) 440-3630

Peg Haelle

Margaret "Peg" Haelle, CLU®

Director of Client Service

(215) 440-3630

Jamie Bergquist

Jamie Bergquist

Director of New Business

(215) 440-3630

Landon Swallow

Landon Swallow

Financial Advisor

701-213-7224

Affiliated Partners

Christine Palmer Hennigan

Christine Palmer Hennigan, ChFC®, CDFA

Affiliated Partner

(610) 429-4020

(610) 429-4030