Team Members

Annette Di Bello, CPA, CFP®


financial and investment planning

CPA, CFP® Investment management


Business Development Manager & Client Outreach

Brian is the firm's marketing, client outreach and business development manager. Brian's experience in the financial world started in government at the Pennsylvania State Treasury. Brian studied Business Administration and Sociology at Penn State and Harrisburg Community College. 

Nichole Gati, FPQP™


Client Services &  Financial Paraplanner Qualified Professional™

Nichole is the firm's support staff, assisting in administrative and client services. She completed the Foundations in Financial Planning certificate from the College for Financial Planning and is a  Financial Paraplanner Qualified Professional™.