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About Us

Our Mission

Our Mission

We help individuals and families work toward better lives and lifestyles by developing and implementing a comprehensive financial plan designed to meet their unique goals and objectives. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Our Team

Greg Ocker

Greg Ocker

Certified Financial Planner™ , ChFC

(717) 263-3316

(717) 263-5460

Sue Bodner

Sue Bodner

Administrative Assistant

(717) 263-3316

(717) 263-5460

Our Resources

Our Resources

We have access to an abundance of resources through one of the top broker/dealers in the industry, Avantax Wealth ManagementSM, which provides us access to unparalleled products, services, technology, and the support required to serve your individual needs.