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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best 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 specialize in creating an approach that is designed to address your individual situation.

 
Andrew J. Bott leverages his 35+ years of business experience and relationships to empower business owners and entrepreneurs to protect and maximize the value of their businesses and personal financial affairs. Andrew Bott is an...

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Daniel E. Sommers Jr. has over forty years of specialized pension planning service and experience which he brings to the clients of the Preferred Client Group in the business marketplace.

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As a financial advisor, David concentrates his efforts working with closely held businesses, their executives & families. He is knowledgeable in all aspects of financial planning & wealth management & brings a wealth of diverse experience.

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Donna works in the new business department handling all aspects of the underwriting process. She has over 30 years of experience as a specialist and is a highly valued team member of the Preferred Client Group, assisting the group with...

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Gary M. Beinhaker, CLU® is also a Chartered Financial Consultant who works with business owners and executives in the areas of net worth creation and conservation. His specialties include executive compensation, estate conservation and...

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Over the last twenty-two years Jamie has built his practice based on trust, integrity and the desire to advise clients on how to build a successful financial model for their family and businesses.

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Melanie has worked in the investment and insurance marketplace for over twenty years. She currently oversees all matters regarding compliance and investment related activities for the team members of the Preferred Client Group via PAS.

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Vince Cirianni is a financial specialist with over twenty years of industry experience. He specializes in holistic planning for closely held business owners, families and executives.

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