Our Team
Who We Are
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.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
James M. Gift, Jr., CFP®
Managing Director
Brett Corsello, CFA
Portfolio Manager
Patricia L. Lumpkin
Relationship Manager
PJ Melnick, CFP®
Financial Advisor
Kent Leafstedt
Associate Advisor
Catherine Hunt
Associate Advisor
Allison Francisco
Retirement Plan Specialist
Virginia Fralin
Client Service Associate
Lynn K. Melnick
Office Manager