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Banking & Finance

A Conversation With: Dennis Morton of Morton Brown Family Wealth

As a financial adviser, Dennis Morton has integrated his academic background in history and finance with his professional background as an Army officer and entrepreneur. Along with his partner, Katie Brown, they have drawn on our decades of combined experience and designed Morton Brown Family Wealth to advise families, including business owners, on their unique ...

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A Conversation With: Jennifer Landis of Baum, Smith & Clemens

Baum, Smith & Clemens was founded in 1973 as a four-person firm and has grown to a staff of more than 30 professionals in Harleysville.  The firm recently celebrated its 45th anniversary.  Over the years, it has become more specialized in the areas of tax, attest and business consulting services. In addition to traditional services ...

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