Retirement Savings, Financial Planning, Wealth Management, Hershey, Camp Hill, Carlisle PA

Broker Check

Our Clients Are Our Priorities

At KCA Wealth Management, our clients are our focus. We know you work hard, and we want your investments to work hard for you.

You're Our #1 Priority

You're Our #1 Priority

Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.

Learn more
We Work For You

We Work For You

Your success is our success and we'll be with you every step of the way.

Learn more

Our Process

We create financial strategies that are tailored to your individual needs and goals.

Learn more

Our History

Our dedicated team has years of experience to guide you through all of life's moments.

Learn more

Our Values

Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

Learn more
The Support You Need

The Support You Need

Our team of experienced financial advisors will work with you to dive deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.

Retirement and Estate Planning

Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.





Meet Our Team

Jeffrey Alderfer

Jeffrey Alderfer, CFP®

 

Chief Operating Officer

Evan Shiley

Evan Shiley AIF®, FPQP™

Wealth Planning Advisor

Regina Morris

Regina “Jean” Morris

Administrative Assistant

Kim Kennedy

Kim A. Kennedy

Practice Associate

Amanda Bachman

Amanda Bachman

Wealth Client Services Administrator

Dylan Baxter

Dylan Baxter

Wealth Management Associate

Andrew Jensen

Andrew Jensen

Risk Management Relationship Manager*

Arild Hold

Arild Holm, CFA®

Chief Investment Officer*/ Investment Committee Member

Cindy Vandenburg

Cindy Vandenburg

Senior Insurance Solutions Specialist

Clark Buss

Clark Buss

Practice Management*

Eric Johnson

Eric Johnson, JD*, CPA, CLU, ChFC

Trust, Estate, Business, and Tax Planning*

Gregory Buker

Gregory Buker, AAMS®, CRPS®

Financial Planning Director

Jared Sutton

Jared Sutton, CFA, CFP®

Investment Committee Member*

Jim Wessels

Jim Wessels, CPA/PFS, CFA®

Investment Committee Member*

Kevin Stych

Kevin Stych, CFP®

Practice Management and Business Development*

Mark Kelly

Mark Kelly

Asset Management Relationship Manager

Mark Eliff

Mark Eliff, CPA

Director of Accounting and Tax

Matt Boehnke, CFP®

Matt Boehnke, CFP®

Financial Planner*

Michael Berry

Michael Berry, CFP®

Financial Planner*

Nate Maly

Nate Maly

Retirement Plan Service Associate

Phyllis Vance

Phyllis Vance, CFA®

Chief Financial Strategist*/Investment Committee Member

Sean  Phillips

Sean Phillips, CFA

Financial Analyst & Investment Committee Member*

Taylor White

Taylor White

Practice Management*

Have gaps in your financial plans? Let's explore opportunities to reach your life goals. Schedule a meeting by clicking HERE or complete the form below to discuss how we can help plan your current, future and legacy dreams.


Thank you!
Oops!

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.