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We know that trust must be earned and built over time,
we take sincere pride in the personal nature of our
relationship we forge with you and the
tradition of trust we establish.
Click on a team member's image to learn more about them.
  • Frank Patzke CFPPresident
  • Tony DiMaso CFP®Senior Wealth Strategist
  • Susan CarselloPartner
  • Klaudia GryfikWealth Strategist
  • Marcia ParkerDirector of Client Services
  • Bernadette PosenAssociate Planner
  • Irene BiddleAccounts Coordinator
  • Jackie SwansonAssociate Planner
  • Melissa MallersClient Services Associate
  • Brian Gosell, CPABusiness Operations Manager

As an independent firm, we have no obligations to investment product manufacturers,
and no cross-sell quotas or other home office directives that may lead to conflicts of interest.

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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.