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Your Team

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The goal of our highly experienced team of professionals is to provide comprehensive wealth management services with a "hands-on" approach to financial guidance. We strive to build valuable, long-lasting relationships as we assist our clients with achieving their financial goals. Our team responds promptly to client questions and provides accurate, timely follow-through. Our clients are our priority. We endeavor to provide service that goes above and beyond our clients' expectations.

James H. Meanix CFP®, CLU®, ChFC®, AEP®, CASL®

Founder, Partner and Private Wealth Advisor

Michael S. Robustelli ChFC®, CASL®, CLU®

CEO, Partner and Private Wealth Advisor

Aaron D. Channing CFP®, CLU®, ChFC®, RICP®

Private Wealth Advisor and Partner

Zachary Y. Wineland CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor and Partner

Mary E Mitsch

Chief of Staff

Jenna Dowling

Director of Financial Planning

Nicholas Duelfer ChFC®

Director of Wealth Management

John Easterday

Insurance Operations Associate

Carly Fisher

Director of Insurance Operations

Katharine M Conlon Gutshall

Insurance Operations Associate

Stephan Andrew J. Tucker

Leadership Support Associate

Steven M Quinones

Investment Operations Associate

Jacob Keeports

Investment Operations Associate

Stephen W Blumenthal CLF®, M.Ed.

Director of Marketing

    Courtney Harper

    Marketing Coordinator

      Alexandria Krebs

      Marketing Coordinator