Serving clients with integrity, honesty and loyalty

Helping others succeed on their financial journey

Whether you are planning on growing your retirement assets or protecting them for your family, our team will take the time to get to know you to help ensure that you’re equipped with a plan that’s tailored to your unique situation. With PPS, you get the benefit of veteran advisors and technology working for you. It’s the best of both worlds.

Chris Lester
Chris Lester ChFC®, RICP®, CCPS®, NSSA, CLTC®
President of PPS
Eagle Team Partner
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Alan Fried
Alan Fried
PPS Advisor

Eagle Team Associate

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Keith Lester CLTC®
Keith Lester CLTC®
PPS Advisor

Chief Information Officer

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Kate Erchick CLTC® NSSA®
Kate Erchick CLTC® NSSA®
PPS Office Manager & Advisor
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Matthew Perino
Matthew Perino
Intern

Eagle Team Strategic Partners

Professional Planning Services works closely with these Eagle Team professionals nationwide to bring you more value. Chris Lester is an Eagle Team partner and helps train advisors across the nation.

John Baker
John Baker
Eagle Team Partner
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Chad Castle RICP ®
Chad Castle RICP ®
Eagle Team Partner
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Steve Buller
Steve Buller
Eagle Team Partner
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Greg Call ChFC®
Greg Call ChFC®
Eagle Team Partner
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Dave Gagon CPA
Dave Gagon CPA
Eagle Team Associate
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Mark Orr CFP® RICP®
Mark Orr CFP® RICP®
Eagle Team Associate
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Keith Sprincz CLU®, ChFC®
Keith Sprincz CLU®, ChFC®
Eagle Team Associate
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Cheryl Daughtery CEO of CWS
Cheryl Daughtery CEO of CWS
Eagle Team Associate
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Lisa Anthony Expert in Women’s Health
Lisa Anthony Expert in Women’s Health
Eagle Team Associate
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Dwayne Burnell MBA
Dwayne Burnell MBA
Eagle Team Associate
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Gary Wright
Gary Wright
Eagle Team Associate
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Frank Dimicelli
Frank Dimicelli
Eagle Team Associate
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Michael Corrigan
Michael Corrigan
Eagle Team Associate
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Gary Dunne
Gary Dunne
Eagle Team Associate
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