James W. Tausz CFP®, AIF®
President
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners...
Shallon J. Weis CFP®, AIF®
Financial Advisor
Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners...
Marty W. Schimp CRPS®
Financial Advisor
Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United...
Jarrod S. Raimann
Financial Advisor
Jarrod is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor...