Timothy J. Russell, CFP®, CKA®

President & Wealth Manager

Roy L. Russell, CFP®, RICP®, CAP®, CKA®, Certified Estate & Trust Specialist

CEO, Founder & Wealth Manager

Jeremy Ehst, CFP®, CKA®

Wealth Manager

Mark Magruder, EA

Wealth Manager

Stephen Virkler

Wealth Manager

Cheryl Gysi

Paraplanner

Dave Oxenford

Paraplanner

Andrew Gysi, M.S.B.

Ministry Director

Annie Wegman

Client Experience Coordinator

Ashley Wegman

Client Services Representative

Marshall Kissling

Director of Information Technology

Hollie Kasper

Operations Administrator

Amy Gambler

Director of Beacon Tax

Rose Bitler

Reading Office Manager at Beacon Tax

Amy Stone

Tax Administrator at Beacon Tax

Andrew Hildebrand, CPA, CVA, JD

Tax Advisor & Preparer at Beacon Tax

Tyler Rutherford

Digital Marketing Specialist

Bekah Manwiller

Event Coordinator