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Bethlehem_Blue

60 W. Broad St.
Bethlehem, PA 18018

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Phone: 610.954.0400

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

Our Bethlehem-based advisors are experienced in providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.

Advisor

Karen Culver

Financial Advisor

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Advisor

Todd Fungard, CFA®

Vice President,
Financial Advisor

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Advisor

Earlaine Klinger, CFP®

Financial Advisor

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Advisor

Jerry B. McQueen, CFP®

Senior Vice President, Financial Advisor

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Advisor

Michael J. Peters CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Gregory Pietrobon

Financial Advisor

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Advisor

William J. Schultz

Senior Vice President, Financial Advisor

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Advisor

Alana Tallarico

Financial Advisor

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Advisor

Christopher Zavecz, CFP®

Vice President, Financial Advisor

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How can we help?

Bethlehem, PA

60 W. Broad St.
Bethlehem, PA 18018
Phone 610.954.0400