During summer and winter break I work for my father with our family business. I usually do on the job manual work and learn the skills necessary to complete a project. I have also begun working in the office learning how to do various billing and accouting tasks.

Mary Beth Donas, CFP, Vice President, brings 25 years of investment and financial planning experience. She began her career at Merrill Lynch while spending most of her years at Morgan Stanley in their Wilkes-Barre office. Mary Beth’s commitment to Portfolio Management had earned her the Portfolio Management Director designation at a previous firm. Ms. Donas is a graduate of Wilkes University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner who provides a holistic approach to planning and investing.