Investment Management & Consultation Services

Who We Are

Our people are the core of our business. In order that you, our prospective clients, might get to know us better, we have prepared a biographical sketch on each of our people. We have included information on each person's education, career, professional qualifications, work history and, if applicable, participation in community service.

Investment Management & Consultation Services Associates

Click on a photo for a brief bio …

Dan Nestlerode

Dan Nestlerode

Judy Loy

Judy Loy

Brian Anderson

Brian Anderson