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Philip M. Giambri

Philip M. Giambri LUTCF, CEPP, Realtor®

Registered Representative

Phil and his wife of over 40 years live in his hometown of Upper Chichester. They have two daughters and two energetic grandchildren. Phil's favorite hobbies are swimming and investing in real estate.


In 1982, Phil entered the financial services business with a small mid-western company that taught him caring for the client was not the most important thing, but the only thing. He has built his business on this philosophy and is committed to treating each client as a person, not a number.


While experience, education and knowledge are extremely important to Phil, he attracts clients because of his personal and caring manner. His clients appreciate the individualized professional service they receive.


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Gregory S. Teal CFP®, ChFC®, AIF® EA

Registered Representative / Investment Advisor Representative


Greg has been married for over 20 years and has two adorable Middle school-aged children.  When Greg is not at work, he enjoys spending time with his family and being involved with his church.   


Many people have had an experience where they went to a store and were sold something they didn't want or need. That can also happen to people when they go to a financial advisor. This is often caused by a lack of advisor knowledge or skills. As a CFP® Professional, Greg is committed to continuing his education and researching new financial planning products and tools. In 2009 Greg earned his Master of Science degree in Financial Services. Greg combines this knowledge with the analytical skills he gained as an electrical engineer to develop innovative and imaginative solutions for his clients' problems.


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Carol Fish

Customer Service


Jacqueline Moyer

Tax and Accounting Operations Manager



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