Tim Procita
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Tim Procita
CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor
My mission is to help people make wise financial decisions. I have found that successful people are very busy focusing on what they do best, and therefore their financial plan is placed on the back-burner. I become the one person in their lives that keeps them focused on saving money for the future and protecting their families financially. Let my team and I help you as well!
Jason H. Dansicker
CLU®, CFP®
Financial Planning Specialist
Roman M Okrasinski II
MBA
Bo Bodenheimer
Associate Director of Supervision
Rebecca Procita
Office Manager