147 North Shippen Street Lancaster, PA 17602

(717) 207-7123
info@visitpsionline.com
CLIENT LOGINS


MEET OUR TEAM

COMMITTED TO COLLABORATION

We use a collaborative approach with our clients and with each other.  When clients decide to work with us they become clients of the firm and will normally work closely with one or two key advisors.  

Our team works passionately to make our client experience exceptional.  We are all about serving YOU!!   
For example, at least one member of our team is normally available to help clients with anything they might need at any given time during normal business hours.

Your Life is Our Why

Our Partners

Matt Staub, Scott Smith, Vanessa Zook and Greg Staub

Our Client Services Team

 

Sarah Whitman and Tara Cruz

Partners

Greg Staub

Greg Staub, Financial Advisor, CFA, Ph.D.

Managing Partner & Chief Investment Officer

Scott Smith

Scott Smith, Financial Advisor, ChFC, RICP®

Managing Partner & Chief Compliance Officer

Vanessa Zook

Vanessa Zook, Financial Advisor, MBA, CFP®

Partner & Chief Human Resources Officer

Matt Staub

Matt Staub, Financial Advisor, CFA

Partner & Chief Operations Officer

Client Services Team

Tara Cruz

Tara Cruz

Marketing & Client Services Team Coordinator

Sarah Whitman

Sarah Whitman

Operations Associate

Founding Partner Emeritus

Steve Mitchell

Steve Mitchell, MBA, ChFC, RICP®

Founding Partner Emeritus

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our customized advice and tailored services focus your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.