Thomas A. Nestlehut, President
Tom is a financial planner who firmly believes that clients want to discuss their planning needs in person. By discussing their desires and listening to their concerns, he can establish a relationship that can last a lifetime. "We are not transactional people, we are relationship people. By creating a level of trust and confidence in each other, we can help a client reach their financial objectives together."

He addresses financial planning issues with his clients regarding investments*, retirement planning, and estate planning. Tom is also a media contributor when discussing financial planning issues. He has authored numerous planning articles in various newspapers and co-authored a book titled "Wealth Enhancement & Preservation."

In addition, Tom has a strong commitment to family and community. He spends a lot of his time with his wife Rose, and their two children, Andrew and Kyle. He enjoys coaching youth sport programs, fishing and music.

Joseph D. Savino, Treasurer
Joe is a planner who realizes "Our business is about people, not just about money." He is impressed with the company-wide commitment to providing the best possible service to our clients.

Joe is a Certified Financial Planner (CFP®) and an Arbitrator with the NASD. This combination keeps him current on financial planning issues and potential ethical issues when working with the public. He believes, "Integrity is not just a word we say to make ourselves look good -- it is who we are."

The firm succeeds because Joe and Tom want to offer an alternative to the impersonal financial services that abound in today's marketplace -- they are financial planners with whom people can discuss their concerns and be heard by someone who can help them; an atmosphere where people are comfortable.

Joe has equal passion for family and friends. He and his wife Leslie enjoy a variety of outdoor activities and are active in community affairs. They believe having a balanced lifestyle is important to enhance their quality of life.