Congratulations to 5 team members who have been promoted, in recognition of their hard work and contributions to our client-first culture.
Ryan Mulhearn, CIMA® and Michael Warch to Associate Financial Advisor, and Nico Wolfgang was promoted to Senior Associate. READ MORE
Elizabeth Wilson, CPA was promoted to Vice President, Finance & Tax Services, and Judianne Harris was promoted to Chief Marketing Officer. READ MORE
Elizabeth Wilson, CPA has been selected as the Rising Star Award recipient by Lehigh Valley Business as part of the 2019 CFO of the Year Awards. READ MORE