We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Casimir J. Karnish

Branch Manager

(814) 678-3438

(814) 678-5269

Casimir J. Karnish, Branch manager, Investment Consultant for LPL Financial has been designing wealth portfolios for over three decades. He has worked with individuals, as well as institutions in the Venango County area as well as...

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Colleen P. Karnish

Operations Manager | CRM Administrator

(841) 678-3438

Colleen P. Karnish, Operations Manager/CRM Administrator (Client Contact Management System), has been providing Operational Supervision and Administration for over 15 yrs. Colleen has extensive background with all phases of Operations...

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