155 Main Street
Matthew Peak has been a Financial Advisor with Waddell & Reed since 2000. He graduated with a Bachelors in History and in Political Science from Moravian College. Matthew Peak holds the Series 6, 7, 63 and 65 licenses as well as Life...
Lead Client Relations Coordinator
Holly has been with us since July 2006. As Lead Client Relations Coordinator, she serves as the hub of the practice. She manages projects for the practice and helps to set strategy and focus in addition to monitoring the day to day...
Darlene joined our practice in October 2015 after working in the school system for 15 years. She is responisble for preparing, processing, and ensuring the execution of documents in addition to handling the daily functions of the...