Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Investment Advisor Representatives

Tarick Bernat

Tarick L. Bernat, LUTCF

President and Founder

Jason Bernat

Jason J. Bernat

Investment Advisor Representative

Steven Mrozek

Steven Mrozek

Investment Advisor Representative

Richard Horvath

Richard J. Horvath

Investment Advisor Representative

Charles R. Stevens, LUTCF

Charles R. Stevens, LUTCF

Investment Advisor Representative

IRS Enrolled Agent

Marlene Nolder

Marlene Nolder

Tax Preparer

Medicare & Health Insurance Sales

Glenn Morris

Glenn W. Morris

Agent Specializing in Medicare & Health Insurance

Support / Administrative

Jennifer Lattanzio

Jennifer Lattanzio

Registered Sales Assistant/Paraplanner

Katie Shelton

Katie Shelton

Non- Registered Sales Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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