Robert S. Metcalfe, CFP®, CIM, FCSI
Financial Advisor
Bob's primary responsibility is to work directly with clients in the establishment and maintenance of comprehensive financial plans. Depending on each individual's personal needs this could involve an...
Read more Lois Metcalfe
Executive Assistant
Lois' primary responsibilities are processing all transactions on behalf of clients. Lois' daily activities include setting up automatic purchase programs, revising banking information, and address ch...
Read more Phyllis Pennock
Receptionist
Phyllis' primary responsibility is reception. She also assists Lois and Bob in servicing client needs as well as being in charge of special initiatives. Phyllis has worked in a variety of office setti...
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