Brett Horlacher

Brett Horlacher Investor Success Manager Brett graduated from Kutztown University with a Bachelor’s degree in Finance. He has spent the last several years in the automotive industry doing everything from selling cars, running a finance department, and most recently...

Julia Movchnaniuk

Julia Movchnaniuk Success Coordinator Julia holds a master’s degree in energy engineering from Ukrainian Aviation University. After earning her degree, Julia decided to pursue her career and personal development goals in the administration field. Julia is driven to be...

Lisa Metzger

Lisa Metzger Investor Success Coordinator Lisa earned a bachelor’s degree in political science from Bloomsburg University of Pennsylvania. Throughout her professional career, she has always enjoyed helping clients achieve their financial goals, while providing...

Michael Krawchuk

Michael Krawchuk Investor Success Manager Michael brings over fifteen years of experience in the financial services industry, where he has spent six years in private banking, focusing on developing, growing, and maintaining relationships with high-income clients in...

Tyler Kerschner

Tyler Kerschner Senior Fund Accountant Tyler graduated from Bloomsburg University in May of 2018 with a bachelor’s degree in accounting. One of his proudest achievements in college was being a part of a group that received the highest grade on an audit project....