Tom Davenport AIF, CRPS | Chief Investment Officer | Preisz Financial
Chief Investment Officer, Shareholder

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

William A. Preisz AIF, CRPS, CPA | Director | Preisz Financial
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...

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 20 years of experience in the financial services industry, Geoff largely works with successful...

Financial Advisor, Shareholder

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

Group Benefits Manager

Patty oversees the day-to-day operations of PREISZ Financial, ensuring that everything is running efficiently and...