Client Appreciation

Whiskey Fest 2019 – Another great Whiskey Fest in the books! It is our sincere pleasure spending time with our clients and hosting this event.

Reed Finley, VP & Regional Director of Davis Funds was our guest speaker. Reed gave our clients insight into domestic & international markets.

WELCOME SUMMER – Cool treats for our amazing clients! We enjoy welcoming summer with you!

Mixing Finance & Football 2019 – Our clients attended a great event on the 2019 Investment Outlook presented by Mike Guman of Oppenheimer Funds. He gave financial insight into 2019, as well as enlightening our guests with stories of his days playing football for Penn State (1976-1980) and the LA Rams (1980-1989).

Whiskey Fest 2018 – Always a great time with our clients!

Summer 2018 - We enjoy kicking off summer with our clients!!!

Whiskey Fest 2017 - Our annual Whiskey & Beer Tasting is one of our favorite events we host during the year. As you can see, our clients seem to enjoy themselves as well.

May 2017 - We partnered with Reed Finley, VP & Regional Director of Davis Funds for an informative discussion on investment behavior and uncertain markets.

Summer 2017 - Another great Summer with our clients!


Whiskey & Cigar Night - September 2016

“Too much of anything is bad, too much of good whiskey is barely enough.” - Mark Twain 



Corvette Driving Experience - August 2016 

We had a great time partnering with our client Klick Lewis! 

Ladies Spa Day – August 2016

Our wish for you is to enjoy this day of pampering. It is our pleasure to host this event. Enjoy – Relax… And DON’T KEEP US A SECRET!



Sugar Whipped Bakery Cupcake Truck – July 2016

The summer of 2016 was spent having fun with some of our clients!



Wine & Whiskey Tasting - March 2016


Annual Whiskey Fest – September 2015
“With a Sampling of the whiskey featured in the book, “The Best Bourbon You’ll Never Taste” by Charles Cowdery

Our Whiskey fest is a much anticipated event every year. Marty Yocum, our Founder, describes the history of whiskey in Lebanon county, while Dr. Melnick educates on the distilling process.