Our Team
David Tushingham
President, Financial Advisor
717-850-2163
Dave feels that an effective financial plan starts with the relationship between client and advisor. He is dedicated to helping individuals work toward their financial goals and delivers a level of customer service that his clients...
Heather Marcus
Vice-President, Financial Advisor
717-850-2163
Heather Marcus brings to our team over 20 years of financial service experience. She graduated with honors from Notre Dame of Maryland University and holds a Bachelor’s Degree in Business Management. She is a Registered Sales...
Rachel Dumas
Office Manager/Treasurer, Client Services Manager
717-850-2163
As Client Services Manager, Rachel Dumas is available to answer any questions you may have, and is dedicated to providing quality service with a smile. With over 10 years of experience in the financial services industry, Rachel is...