Barbara E. Deitel, CFP® professional
Managing Partner/Senior Advisor
For over 30 years, Barbara Deitel has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific goals and dreams. Barbara and her team’s mission is to provide objective and timely advice and guidance with the highest level of professional service. With extensive experience throughout major shifts in the markets, Barbara has dedicated her career to delivering the personalized investment planning services her clients deserve.
Bill Dunham, AAMS®
Managing Partner/Senior Advisor
A decades-long career in computers, telecom, and entertainment taught Bill the pillars to a successful career in financial services: stay current, serve the client, and communicate frequently. His dedication to these three principles has earned him a loyal following among his individual clients and in the specialty market of money management for the captive insurance industry. Bill focuses on building risk-managed portfolios for individuals and institutions, overseeing quality assurance procedures for our team, and coordinating business development activities.
Matthew Deitel
Research & Investment Strategist
Since starting his career in financial services, Matthew Deitel has focused on creating customized portfolios to meet each individual client’s investment plan. Matt works with his clients to identify their goals and to find appropriate strategies for achieving these goals. Matt credits his past career in the hospitality industry for his personal touch that makes his clients feel like part of the family.
Stephanie H Staffer
Client Service Specialist
Prior to her current position, Stephanie worked in the banking industry for 10+ years. Stephanie has worked in everything from investments to underwriting and lending. While Stephanie has seen the industry change, her level of commitment to superb customer service. remains as strong as ever. She takes great pleasure in being able to work one-on-one with clients to help meet their individual needs.
