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Meet Our Team of Advisors
Our advisors utilize a business coaching approach to assess the business situation and work with each of our clients to think through problems, identify the need, find options and pinpoint solutions. Whatever your need, our team will be with you every step of the way!
Administrative Assistant

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Human Resources
Diane DeRubertis

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Accounting
Tim Hefty

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Marketing
Renee Heilman

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Marketing
Enrico Mariani

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Marketing
Erika Metzger

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Generalist
Dr. Geri Puleo

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Bookkeeping and QuickBooks
Anne Sharp

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Podcasting
JC Shively

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Marketing
Gayle Walters
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