Client Access Links

Please Click Here to view your account holdings. If this is your first time accessing your accounts, I will have to email you an invitation to set up your username and password. Please call me at the office at 814-201-5909 to request your online access.

Right Capital Planning Software:

Please Click Here to view your customized personal financial planning tool. This is a program that I subscribe to on behalf of my clients in order to offer some of the most comprehensive planning in the market. If you have not signed up yet, you will need to create an account. If you already have an account, you will click the "login" button at the bottom.

PA Treasury Unclaimed Property:

Did you know there might be unclaimed property in your name? Maybe a long lost relative left you a fortune! Click here to find out.