A complete list of active advisors currently associated with Turning Point Financial

Warmer can help you find a great advisor at Turning Point Financial or one who fits your needs even better.

Turning Point Financial serves individual and family clients (including high‑net‑worth individuals), entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm also provides tax and accounting services, business valuation, and insurance product recommendations as part of its service mix. The firm uses a team‑based, fiduciary planning process that combines client data gathering, behavioral and financial risk profiling (via third‑party tools), and both customized and model portfolio solutions. Turning Point typically implements discretionary management through third‑party sub‑advisers (notably SEI Investments Management Company) and custodial platforms, and conducts ongoing portfolio monitoring and annual reviews with clients. What is distinctive in the brochure is the integration of in‑house tax and accounting capabilities — Turning Point discloses a team of Certified Public Accountants who provide tax return preparation, tax planning, accounting/bookkeeping, and business valuation services — and the firm’s affiliated insurance activities: several representatives are licensed insurance agents and the firm primarily uses a general insurance agency that the brochure says is owned by the same individual who owns Turning Point Financial. The brochure also discloses third‑party marketing/sponsorship relationships with custodians and sub‑advisers and the firm’s reliance on SEI and Charles Schwab platforms, matters the firm identifies as potential conflicts and discloses to clients.

To learn more about the advisors currently working at Turning Point Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Turning Point Financial's office locations.

Name	Location	Years of experience
Brennan Gmeiner	Frederick, MD	11
James Good	Camp Hil, PA	32
Jonathan Good	Camp Hill, PA	8
Michael Good	Camp Hill, PA	12
Corey Grimes	Frederick, MD	0
Dane Grouell	Frederick, MD	21
William Heil	Frederick, MD	16
Kurt Lalomia	Frederick, MD	33
Craig Marcello	Covington, LA	26
Craig Marcello II	Covington, LA	0
Ryan Morisey	Frederick, MD	2
Thomas Pignone	Frederick, MD	51
David Strausser	Frederick, MD	1
Eric Tereo	Camp Hill, PA	3
Mary Troxell	Frederick, MD	38

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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