Get to Know Us

OUR TEAM
Kathy Troxell

Kathy Troxell,
FSS, LUTCF

Brennan Gmeiner

Brennan Gmeiner,
AIF®, CLTC®, WMS®

Brian Jolles

Brian Jolles,
ChFC®, CLU®, CASL®, CEPA®

Kurt Lalomia

Kurt Lalomia,
CFP®, AIF, ChFEBC, RPC

Craig Marcello

Craig Marcello,
MBA, ChFC®, FPS®, PM®

Jeremy Veres

Jeremy Veres,
CFP®, CPWA®, AIF®

Rickey Post
Rickey Post
Eric Tereo

Eric Tereo,
MBA, CPFA®

Beth Yankey
Beth Yankey
Larry Rosenbaum

Larry Rosenbaum,
CPA

Brandon Layo

Brandon Layo,
CPA, CVA

Elena Miller
Elena Miller,
CFP®

Gregory Schneider
Gregory Schneider
Jennifer Ostrander
Jennifer Ostrander
jostrander@tpfinancial.com
John Krupa
John Krupa, CFP®, AIF®
Kelsey Treiber
Kelsey Treiber
Mike Windsor
Mike Windsor
Nancy Floria
Nancy Floria
Tom Pignone
Co-Founder & Sr. Financial Advisor
Tom Pignone
William Dove
William Dove
Ryan Morisey
Ryan Morisey
Blake Rath
Blake Rath
Corey Grimes
Corey Grimes
Will Heil
Will Heil, CFP, CPA
Turning Point Financial
Back To top
Image
Contact us today to get started!
Visit Website

Find a Clear Path to Your Financial Goals. Whether you're saving for retirement, running a business, or chasing a dream, TP Financial is here to help. Set your doubts aside and look forward to a brighter future! We’re passionate about answering your financial questions and building your confidence every step of the way.

Start Your Journey Now!

Estate Planning & Legacy Planning
Retirement Income Planning
Social Security Planning
Medicare & Long-Term Care Planning
Call us today to see how we can help!
301-846-9336