Skip to main content

Local Team

The world of finance is complex, and we’re here to simplify things for you. We leverage each other’s strengths, knowledge, and expertise with the goal of providing a client experience that consistently exceeds expectations. With more than 100 years of combined experience, we’re prepared to serve you.

Thomas H Gorrell CLU®

Financial Advisor

Todd Molessa CFP®

Wealth Management Advisor

Timothy T Whalen CLU®, ChFC®

Financial Advisor

Bridgeport Team

Aarin Wiltz

Associate Financial Representative

Parkersburg Team

Cathi A Sayre RICP®

Associate Financial Advisor

Stacy L Piersol

Associate Financial Representative

Yvonne M Watson

Executive Assistant