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About

Meet The Team
Who You’ll Be Working With

Alexander P. Frederick, EA, CRPC®

Private Wealth & Tax Consultant

For the past several years, Alexander P. Frederick has combined the rigors of focus, commitment and education with the ultimate goal of successful family planning as a financial professional. His experiences have been team oriented...

David W. Frederick, CLU, ChFC, CFP®

President

Few financial planners have enjoyed the wide range of financial services experience that makes up David W. Frederick's resume. His 35+ years of experience includes work in such areas as investment brokerage & advisory services, life &...

Laura E. Rice

Manager, Office Operations

Over the years, Mrs. Rice has experienced several roles in the accounting and financial industry. Today, her efforts are directed into managing all the services associated with an independent financial planning, asset management, and...

Lisa R. DeCarlo

Planning Assistant

William D. Dunstan, CLU, ChFC

Vice President

Over the years, Mr. Dunstan has enjoyed an expansive range of financial service experience in the areas of life & health insurance, mutual funds & annuities, stocks & bonds, and group benefits & pensions. Currently, his energies are...

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