Meet Our Team
Dedicated professionals committed to helping you pursue your financial goals with clarity and confidence.
David Guensch
Dave has been a Financial Advisor for over 25 years and is a second-generation advisor. He has his Series 7, 63, and 65, along with his Life, Health, and Annuity license. Dave’s goal is to always put the client’s needs first and focus on a holistic approach to customizing a client’s financial plan.
Dave and his wife, Liz, have lived in the Lehigh Valley for over 25 years. They have been blessed with 4 boys and 3 grandchildren. During their downtime, they love to travel.
“Our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families and businesses face today. We commit to utilize all of our resources to help you pursue your goals.
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.”
Rich Fogal
Before becoming a financial advisor, Rich was a pastor for 25 years and saw firsthand the stress placed on individuals and couples due to issues concerning money. That’s why he finds great fulfillment in helping people live their best life by empowering them to achieve their financial goals and dreams. Rich currently holds Series 6, 63, and 65 licenses, as well as Life, Health, and Annuity.
“It has been my experience that people make the wrong decisions with money simply because they’ve not been educated on financial matters. I find great satisfaction in sitting with a client, listening to their goals and showing them the options they have to make those goals a reality.”
Rich resides in New Tripoli, PA, with his wife Ashley and their 6 children. He is a high school track and field coach and has been active in coaching youth league football for many years.
Stacey Russo
Stacey brings a bubbly and welcoming energy to every task she tackles. With her enthusiasm and dedication, she ensures that our office runs smoothly and efficiently. She also serves as a notary, providing another helpful service to support our clients and office.
Outside the office, Stacey is a devoted wife and a loving mom to two sons. When she’s not managing schedules, coordinating meetings, or assisting with notary services, you’ll likely find her curled up with a good book or traveling with her mom and sister. Stacey’s passion for reading and yoga not only helps her unwind but also inspires a sense of balance and serenity that she carries into her work.
Her warm personality and proactive approach make her an invaluable part of our team, and we’re thrilled to have her with us. Stacey’s presence is always a welcome one.
Ready to talk?
We’ll meet you where you are and help you take the next step with confidence.