H. Michael Finkle
Senior Vice President, Investments

Named one of the nation’s top financial advisor’s by two investment trade publications in 1992 and 1993.* Over 40 years of senior-level financial industry experience. Advanced training in preferred portfolio management; completed the Wharton School Senior Account Executive Program at the University of Pennsylvania; a graduate of the American College Estate Planning for Professionals program. Wealth advisor, estate planning consultant, retirement planning specialist. In November 2008 he was named one of the 150 Best Financial Advisors for Doctors, by the Medical Economics Magazine.

* In December of 1992, he was one of six national inductees into the Broker Hall of Fame by Research Magazine, a California-based monthly investment trade magazine. In 1993, Registered Rep. magazine named him as one of the nation’s 10 "outstanding brokers."

* The Research Magazine Advisor Hall of Fame was based in part on industry experience, assets under management, client service, and recognition from their peers and the broader community. The Registered Rep Outstanding Broker Award was based in part on industry experience, good compliance standing, money management performance, client service, business building and peer recognition.