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Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. 

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.

Bob Bruner

Bob Bruner

Founder and Investment Advisor Representative

717-285-3344

717-2852444

Matthew Bruner

Matthew Bruner

Insurance Representative

Ken Witmer

Ken Witmer

Client Development Executive/Benefits Specialist

717-285-3344

717-2852444

Sonya Purdy

Sonya Purdy

Administrative Assistant/IT Administrator

7172853344

7172852444

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs and desires to ensure that your long-term goals are at the heart of any financial plan.

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.

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