Our Team

Lana Burkhardt, MBA

Director of Marketing and Communications

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


Charlene L. Feuchtenberger, CFIRS

Senior Trust and Estate Administrator

Melissa L. Fisher

Receptionist/Office Coordinator

Phyllis J. Harmon, CFP

Chief Operating Officer & Director of Wealth Management

Patricia A. Lauchle

Personal Trust and Tax Officer

Jennifer Lee, RPF

Retirement Plan Administrator

Allisha A. Proper, RPF

Retirement and Personal Trust Officer

Erica Shoemaker

Trust Operations Specialist