![Michael A. Preisz AIF, CFP, CLU, CHFC | Founder | Preisz Financial](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/michael.jpg?h=eb93be80&itok=DmTgsigf)
Michael leads the team, ensuring the delivery of the firm’s core values, and working closely with businesses, executives...
![Tom Davenport AIF, CRPS | Chief Investment Officer | Preisz Financial](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/tom.jpg?h=09e26447&itok=rLwA9IBY)
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](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/william.jpg?h=cf24cd9b&itok=fs7Vn7Ch)
William comes to Preisz Financial from a career in accounting and banking. His CPA training brings a high level of...
![](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/carole.jpg?h=7d2affed&itok=9VYGutrl)
Carol’s investment management and personal financial planning services help clients develop and implement strategies...
![](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/robert.jpg?h=adf9518d&itok=8vpsN1Gc)
Bob is a Registered Principal with LPL Financial, largely working with business owners, employees, trusts, and...
![](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/geoff.jpg?h=063bf5a6&itok=Bcw-mS4G)
With more than 20 years of experience in the financial services industry, Geoff largely works with successful...
![](/sites/preisz.us1.advisor.ws/files/styles/portrait_500x600/public/images/patricia.jpg?h=50ed9d66&itok=Hw0-4obM)
Patty oversees the day-to-day operations of PREISZ Financial, ensuring that everything is running efficiently and...