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 We believe a long-term relationship is built on the trust earned
through integrity, hard work and service.

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. 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.

Thayer R. Potter Jr., CFA® CFP®

Managing Director

Terry brings his clients a long and accomplished career with 34 years of experience in the financial services industry. Mr. Potter received his B.S. degree in Business Administration from Pennsylvania State University and began his...

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Jeremy A.C. Soper

Vice President

Jeremy Soper is a Selinsgrove native and a graduate of The Pennsylvania College of Technology. There he received a Bachelor of Science degree in Business Administration and Finance concentration along with a minor in Financial Planning...

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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.