Broker Check

Meet The Team

Buck Holmes

William P. "Buck" Holmes, ChFC®

Managing Partner

(215) 440-3630

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

Affiliated Partners

Christine Palmer Hennigan

Christine Palmer Hennigan, ChFC®, CDFA

Affiliated Partner

(610) 429-4020

(610) 429-4030