Meet the Team
At our firm, we have the client—and only the client—in mind.
Dennis B. Pellegrini
Investment Adviser Representative
Dennis B. Pellegrini has been in the financial industry since 1991. He graduated from Central Catholic as well as Alvernia University where he earned a B.A. in Management & Administration and Bank & Finance.
Dennis is a Chartered Financial Consultant, an Accredited Estate Planner and completed his Masters Degree in Financial Services from the American College in 2007. Dennis was the Chapter President of the Society of Financial Awareness and also appeared on BCTV speaking on the topics of financial planning and real estate investments. He is dedicated to helping Reading area residents restore their wealth and achieve their financial dreams.
Dennis and his lovely wife Peggy live in Muhlenberg Township. In his spare time, Dennis loves to cook and play his guitar.

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.