Meet The Team
OUR STORY
Our approach started with a simple observation: while most advisors focus on growing assets, we saw the need to go further. Growth is valuable, but without considering tax implications, market risks, and unforeseen life events, it’s hard to know how much you truly have or if it will last through retirement. Rising taxes, potential care events, market volatility, and estate taxes can all erode a portfolio, threatening both your retirement security and any legacy you hope to leave. So, we set out to do something different: to build plans that grow assets predictably and tax-efficiently, with a focus on preparing for life’s uncertainties.
Joe Kochenour
Joe began his career in financial services over 15 years ago. Joe used the knowledge and skills he gained throughout his tenure to create long lasting client relationships. His focus is on understanding each client’s financial objectives and helping to develop a well diversified plan.
He feels strongly about the client’s inclusion and full engagement to make the wealth building and preservation process seamless. Joe has a passion for small business planning and wealth preservation through the use of various estate planning services.
Joe and his wife Kristy have three children: Aidan, Madden and Addison. They enjoy spending time together at the beach and staying involved in local sports organizations. Joe is a graduate of West Chester University with a degree in Business Administration.
Justin L. Pierce
With over a decade of industry expertise, Justin specializes in serving business owners and the self-employed. He brings a wealth of knowledge to the table, focusing on sponsored plans, risk reduction, cash management, and tax mitigation while also providing guidance in creating a strong exit plan. Committed to understanding the unique financial challenges faced by entrepreneurs, Justin crafts personalized strategies that empower his clients to achieve their business and personal financial goals.
Justin attended Harrisburg Area Community College and earned an Associate’s Degree with a concentration in Business. Justin is a Certified Long Term Care (CLTC®) professional and has earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute.
He and his wife Elyse have two children, Liliana and Adrian. In his spare time you can find Justin either on the football field or basketball court where he remains active across several adult leagues.
Justin L. Pierce
With over a decade of industry expertise, Justin specializes in serving business owners and the self-employed. He brings a wealth of knowledge to the table, focusing on sponsored plans, risk reduction, cash management, and tax mitigation while also providing guidance in creating a strong exit plan. Committed to understanding the unique financial challenges faced by entrepreneurs, Justin crafts personalized strategies that empower his clients to achieve their business and personal financial goals.
Justin attended Harrisburg Area Community College and earned an Associate’s Degree with a concentration in Business. Justin is a Certified Long Term Care (CLTC®) professional and has earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute.
He and his wife Elyse have two children, Liliana and Adrian. In his spare time you can find Justin either on the football field or basketball court where he remains active across several adult leagues.
Kristy Kochenour
Kristy Kochenour, our Chief Administrative Officer (CAO), is the invaluable “grease in the wheels” of our practice, ensuring every detail of our operations runs seamlessly.
She holds a Bachelor’s Degree in Elementary Education from Penn State University and a Master’s Degree in Education from Wilkes University.
Outside of work, Kristy enjoys shopping, spending time at the beach with her family, and embracing an active lifestyle as an avid runner. An animal lover at heart, Kristy brings warmth, dedication, and precision to our team, enhancing both our client experience and team efficiency every day.
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