Meet the Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good 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 can help you create an approach that is designed to address your individual situation.
Ronald K. Vinyard, MBA, CFP®, ChFC®, CRPS®, WMCP®
President | LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™
814.833.5989
Gregory D. Dufala
Executive Vice President | LPL Financial Advisor
814.833.5989
Greg’s experience in the financial services industry includes previous employment at UBS Financial Services, and most recently at PNC Investments. While at UBS, he was a top performer in his Financial Advisor Trainee class, attaining...
Anne Jane Liebel
Vice President | LPL Financial Advisor
814.833.5989
AJ began her career in the financial industry in 1997. She has always strived to be recognized as a financial advisor who develops long lasting relationships with her clients. AJ leverages her knowledge of portfolio management...
David L. Costa, CFP®
Vice President | LPL Financial Advisor
814.833.5989
Dave began his career in the financial services industry over 30 years ago. He achieved a CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the Erie Estate...