Our Team
Gregory Campbell, PMP
Director of Operations
Allen Clarke
Director of Retirement Plan & Corporate Services
Katie E. Clarke
Managing Member, President
Jewel Cooper
Director of Business Development
Daniel W. Eichelberger, CFP, CFA
Chief Investment Officer and President, Atgooth Foundation
G. Martin Eichelberger
Founder
Charlene L. Feuchtenberger, CFIRS
Senior Trust and Estate Administrator
Justin Friedman
Operations Specialist
Phyllis J. Harmon, CFP
Chief Operating Officer & Director of Wealth Management
Patricia A. Lauchle, CPA
Controller/Tax Operations Manager
Jennifer Lee, RPF
Senior Retirement Plan Administrator
Rachel Meals
Operations Specialist
Courtney McFarland
Communications Manager
David Plante, CFP
Family Wealth Relationship Manager
Allisha A. Proper, RPF
Retirement and Personal Trust Officer
Katie Riley
Client Concierge
Chance Witmer
Trust Operations Specialist