Meet Our Team
A Team You Can Trust
Recognizing that trust must be earned, we believe in thoughtful collaboration spending considerable time uncovering all aspects of your financial health and personal goals, and accounting for circumstances and needs that may change over time.
David M. Metzgar, CFP®, CTFA
Dave provides expert and prudent investment management, financial planning, trust administration, estate settlement and fiduciary services to a diverse array of loyal clients.
Charles B. Carroll, Jr., CFP®
Charlie, a Certified Financial Planner, has a long career in investment services and brings solid experience to the Advisors’ team, helping to secure new investment partnerships and enhanced client services.
AnnaMarie S. Boccuzzi
AnnaMarie derives great satisfaction in providing her clients with financial clarity and confidence, and helping them make sense of complex and often challenging circumstances.
Paul J. Bubniak
Highly regarded for his responsiveness and dedication to clients and Bank peers, Paul contributes deep knowledge of the market and the financial services industry.
Sandra Greer
Clients benefit from Sandy’s deep industry experience in both personal & institutional investment management, and innovative, tailored approach to achieving financial objectives.