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Who We Are

WE'LL WORK TOGETHER FOR YOU.

What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes have helped us become the competent advisors we are today. Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business.

Our hope for every one of our clients is that after each meeting, you’ll feel more confident and assured that your money is here to be an engine of opportunity.

Daniel R. Dunlap, III, AIFA®, CRPS® Photo
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Daniel R. Dunlap, III, AIFA®, CRPS®

Financial Advisor

                   


Dan works with individuals, corporations and non-profit organizations. He takes a holistic approach to asset management, investment and financial planning. He is the recipient of the 2015 Westmoreland County Trailblazer Award.  Dan also serves as the Vice President of the Early Learning Resource Center 4 Kids, Treasurer of the Westmoreland County Historical Society, Deacon and Treasurer of Harvest Church, Board Member of the Safari Club International Pittsburgh Chapter, and Board Member of the Ruffed Grouse Society Western Allegheny Chapter.    

Dan lives in New Alexandria with his wife Jill, and three daughters, Katie, Cassie, and Emily, and his gun dog, a chocolate lab named Kimber.  Together, they enjoy camping, shooting, bird hunting, riding atv's, and many other sports.  Dan coaches softball for Derry Middle School, and the Derry Area Youth Athletic Association.

ADV Part 2B

Ethan L Greek Photo
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Ethan L Greek

Financial Advisor

Ethan has been working in the Wealth Management industry since 2013. Through mentorships and operational roles, he has learned the ins and outs of the business. From a young age, Ethan has been fascinated with making plans and seeing them come to fruition. Now, as a financial advisor, Ethan is dedicated to developing and fostering lifelong relationships with his clientele. He is determined to help others visual their goals and take the steps to make them reality.

“Outside of the office, Ethan and his wife Siara are members at Harvest Church in Derry. As junior high youth leaders and members of the worship team, they strive to live the church’s motto of “Equipping people to live their best life!”

ADV Part 2B

Rebecca L. Haugh, CFP®, AIFA® Photo
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Rebecca L. Haugh, CFP®, AIFA®

Financial Advisor


Rebecca has been working with individuals, families and companies since 2006.  She has been a CERTIFIED FINANCIAL PLANNERTM practitioner since 2011 and is passionate about financial wellness. Her goal is for everyone to have the right information to make the right financial decisions for themselves and their families, recognizing that each of us has different priorities.    

Rebecca earned a Bachelors Degree of Business Administration with a Finance focus and also a Personal Financial Planning Certificate from Slippery Rock University of Pennsylvania. She also earned her Accredited Investment Fiduciary Analyst (AIFA®). She currently lives in Center Township with her husband Jason and 2 children, Liam and Adelai. While they enjoy watching Liam play hockey on the ice and Adelai swim like a fish in the pool, they also enjoy their time together outdoors.


ADV Part 2B  

Ronald V. Panichelle, ChFC®, CLU® Photo
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Ronald V. Panichelle, ChFC®, CLU®

Financial Advisor

                                            

Ron has over 40 years in the Securities and the insurance industry. Earning his chartered Financial Consultant and Chartered life underwriter degrees from the American college in Bryn Mawr Pennsylvania. Ron enjoys helping clients save for retirement, education, and other important life events. Ron also has expertise in retirement distribution planning ensuring clients have sufficient assets too last though out their Lifetime and then leaving a legacy for their heirs.

Ron resides in New Alexandria Pennsylvania with Melinda his wife of over 40 years. He enjoys spending time with his three children and six grandchildren and is an active member of his church. 

ADV Part 2B