Michael leads the team, ensuring the delivery of the firm’s core values, and working closely with businesses, executives...
Tom ensures that group retirement plan clients receive the robust level of services offered by Preisz Financial. Serving...
William comes to Preisz Financial from a career in accounting and banking. His CPA training brings a high level of...
Patty is the primary “go to” person for business owners, plan administrators and employees with any and all questions...
Carol’s investment management and personal financial planning services help clients develop and implement strategies...
Bob is a Registered Principal with LPL Financial, largely working with business owners, employees, trusts, and...
With more than 13 years of experience in the financial services industry, Geoff largely works with successful...
Adriana comes to Preisz Financial with over twelve years of financial services experience. She comes from a family of...
Lesley focuses on client customer service and operations. She maintains close working relationships with clients...
