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Lehigh Valley Team

Pictured left to right: Craig Schafer, Nick Weidman, Chris Nelson, Colton Schafer, Cory Thatcher

Our Team

Client Service Specialists

Your Circle of Advisors

Our team will help coordinate your circle of advisors in order to interact in a unified way. In doing so, each advisor will compliment one another, providing enhanced information and results regarding your financial choices.

Circle of Advisors

Areas of Expertise