Chief Investment Officer, Shareholder

Tom ensures that group retirement plan clients receive the robust level of services offered by Preisz Financial. Serving...

Director, Retirement Plan Services, Shareholder

William comes to Preisz Financial from a career in accounting and banking. His CPA training brings a high level of...

Group Benefits Manager

Patty is the primary “go to” person for business owners, plan administrators and employees with any and all questions...

CERTIFIED FINANCIAL PLANNER™, Financial Advisor

Carol’s investment management and personal financial planning services help clients develop and implement strategies...

CERTIFIED FINANCIAL PLANNER™ , Financial Advisor

Bob is a Registered Principal with LPL Financial, largely working with business owners, employees, trusts, and...

CERTIFIED FINANCIAL PLANNER™, Financial Advisor

With more than 13 years of experience in the financial services industry, Geoff largely works with successful...

Financial Advisor

Adriana comes to Preisz Financial with over twelve years of financial services experience. She comes from a family of...

Advisor Support Specialist

Lesley focuses on client customer service and operations. She maintains close working relationships with clients...