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Get To Know Our Team

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

George Dukovich CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Branch Manager

Gary Merge CPA, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

Matthew Dukovich AAMS®

FINANCIAL ADVISOR
ACCREDITED ASSET MANAGEMENT SPECIALIST SM

Judith Dukovich

OFFICE MANAGER

JoAnn Bossinger

REGISTERED REPRESENTATIVE

Sullivan Conway

SALES & MARKETING ASSISTANT

Sharon Heilman

EXECUTIVE ASSISTANT

Diane Wiles

TARENTUM OFFICE MANAGER

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.