Turning Vision into Reality requires a relationship built on trust, confidence and growth. Our expert team of financial consultants strive to promote these principles with industry related knowledge that fosters successful relationships. We turn our client's vision into reality with our full range of services and in-depth execution abilities. Click on a team member below to view individual biographies and expertise.

William B. Fretz, Jr.
President

Kevin M. Leigh
Managing Director

Mark F. Zimmer
Managing Director

John "Jack" P. Freeman
Executive Director

L. Keith Fretz
Executive Director

John J. Harrison
Executive Director

Noel J. Atkinson
Senior Vice President

Barbara G. Shaffer
Operations Manager

Brian Mulconrey
Scenario Strategist

Alan K. Rudolph
Strategic Development

Ronald S. Spangler, Ph.D.
Strategic Consultant

1003 Egypt Road • Oaks, PA 19456-1155
Member SIPC, FINRA MSRB
Registrant

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