Our Team

Learn more about our experienced team that serves our clients through personalized recommendations and objective solutions.

Check the background of investment professionals on FINRA’s BrokerCheck.

ellis_0002_PettisEric D. Pettis, AIF®

Eric is a 1983 graduate of Bloomsburg University. Eric has 30 years of experience in the Financial Services Industry. He is a Registered Principal and OSJ (Office of Supervisory Jurisdiction) Supervisor for Cambridge Investment Research, Inc. Eric specializes in Qualified Retirement Plans for companies (pension, profit sharing and 401K plans) as well as personal financial services. He currently, in conjunction with Pennsylvania Pension Planners, works with over 350 companies in servicing their business retirement plans. Having recently received the Accredited Investment Fiduciary (AIF®) designation Eric is active in all levels of retirement plan management.

 

 

 

ellis_0006_BrixiusDaniel J. Brixius, Investment Advisor Representative

Dan is a Series 6, 65 and 63 Registered Representative through Cambridge Investment Research, Inc. He is also licensed with Pennsylvania for Life and Health insurance. His practice focus is personal financial planning for high net worth individuals using asset allocation. He is also involved with the investment administration for a number of retirement plans. Dan is a lifetime Harrisburg, Pennsylvania resident.

 

 

 

 

 

ellis_0007_CooperJoseph A. Cooper, Investment Advisor Representative

Joe is a graduate of the University of Maryland. He is a Series 7, 65 and 63 Investment Adviser Representative through Cambridge Investment Research, Inc. His financial service practice centers on asset management and long-term planning for individuals and businesses. Joe assists in designing various asset allocation programs to meet the financial goals of individual and corporate clients. Joe and his family reside in Mechanicsburg, Pennsylvania.

 

 

 

 

 

compre_0000_ScottDxx

Scott A. Derr, CFP®, AIF® , Investment Advisor Representative/Registered Principal

Scott graduated from Wright State University in Dayton, Ohio with a BS in Finance and has over 20 years of experience in the financial services, trust and asset management services. Scott has had the unique experience of establishing a start-up trust, brokerage and insurance department for a local community bank. Scott specializes in asset management and the development of retirement income and spending polices for individuals, trusts, endowments and foundations. Scott helps design and implement strategies to grow, protect and preserve wealth, combining asset allocation strategies, spending polices, and the application of trusts when needed.

In 2016, Scott was named to Cambridge’s Leaders Club based on his dedication to quality service and prominent levels of success.

 

 

 

ellis_0004_GrossnickleEllis Grossnickle, Registered Principal

Ellis is a lifelong Harrisburg, Pennsylvania, resident and began his financial service career in 1981. He is Series 7, 24 and 65 Registered Principal and Investment Adviser Representative through Cambridge. His practice is concentrated in the area of asset management. Ellis helps design and implement strategies to grow, protect and preserve wealth through asset allocation.

 

 

 

 

 

ellis_0003_HopperRobert A. (Andy) Hopper, Investment Advisor Representative

Andy is a lifetime resident of Central Pennsylvania. He is a Series 6, 63 and 65 Investment Adviser Representative through Cambridge Investment Research Advisors, Inc. He is licensed with the Pennsylvania Department of Insurance for Health and Life Insurance. His practice includes college, retirement analysis, and life and health group benefits. Andy and his family reside in Camp Hill, Pennsylvania. Andy is a Penn State graduate with a degree in Accounting and 35 years’ experience in financial services.

 

 

 

 

ellis_0001_TruskeyDavid R. Truskey, LUTCF, Investment Advisor Representative

Dave began his career in the financial services industry soon after graduating from Shippensburg University in 1992. After working with a variety of businesses and clients in the first several years, Dave realized that working with families and their individual planning needs means a great deal to them, but it can be very time consuming and overwhelming. With that in mind, Dave has designed his practice to help accomplish the following as it relates to his clients’ financial planning needs:

• Planning for the stages of building wealth, wealth distribution, and transferring of that wealth to future generations.
• Saving time by researching what types of products and services are available, as well as suitable, to each client.
• Minimizing the risk and fiduciary responsibility by taking on the role of financial advisor when appropriate.
• Holding periodic review meetings to discuss progress and make investment or plan changes if necessary.
• Having a complete understanding of all costs associated with such planning as well as asset management.

Dave holds FINRA Series 6, 7, 63 and 65 licenses, as well as his Life, Accident and Health Insurance license. He is also a member of the Financial Services Institute. In 2016, Dave was named to Cambridge’s Leaders Club based on his dedication to quality service and prominent levels of success. Additionally, he is proud to sit on the Board of Directors for MIWD Foundation.

Dave resides with his wife, Tara, and two sons, Lance and Jayce, near Dauphin, Pennsylvania. In addition to coaching youth sports, Dave enjoys skiing, swimming, traveling and spending time in the great outdoors.

 

ellis_0000_ZizziColin Zizzi, CFP®, AIF®, Investment Advisor Representative

Colin is a Certified Financial Planner and his practice focuses on providing long term financial planning to high net worth individuals.  He also received the Accredited Investment Fiduciary (AIF®) designation and works extensively with small business retirement plans.    Colin is a Carlisle, PA, native who graduated from American University in Washington, D.C. with a Business Administration degree specializing in International Finance and Accounting.  After college, he spent time in Spain playing soccer and teaching English, before returning home to play professional soccer with the Harrisburg City Islanders and joining Comprehensive Financial Associates.

 

 

 

renko_0000_RenkoTom Renko, Investment Advisor Representative/Registered Principal

Tom is a Messiah College graduate, with a major in Business Administration focusing on financial and business management.  At Messiah College, Tom played on the Men’s Soccer team and was a part of three Division III National Championships and was named captain his senior year.  He holds his FINRA Series 7 and Series 66 licenses as well as Pa Life and Health Insurance license.  Tom’s business focus is on personal, long-term financial planning with an asset allocation investment style.  He focuses on providing direct, personalized, and professional advice that is in the best interests of his clients.  All investment plans are directed to meet client’s financial goals.