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

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Our Team - Over 8 Decades of Experience

 
 
 

 
 

Our team approach adds perspective to all we do and provides increased financial benefits to our clients.

Meet Our Team

Vincent Catalano

Vincent J. Catalano, AIF®, CRPC®, CLTC®

Wealth Planning Advisor and Vice President

(717) 774-7080

(717) 920-7645

Evan Shiley

Evan Shiley AIF®, FPQP™

Wealth Planning Advisor

Jim Wessels

Jim Wessels, CPA/PFS, CFA®

Investment Committee Member*

Jared Sutton

Jared Sutton, CFA, CFP®

Investment Committee Member*

Arild Hold

Arild Holm, CFA®

Chief Investment Officer*/ Investment Committee Member

Phyllis Vance

Phyllis Vance, CFA®

Chief Financial Strategist*/Investment Committee Member

Sean  Phillips

Sean Phillips, CFA

Financial Analyst & Investment Committee Member*

Matt Boehnke, CFP®

Matt Boehnke, CFP®

Financial Planner*

Michael Berry

Michael Berry, CFP®

Financial Planner*

Eric Johnson

Eric Johnson, JD*, CPA, CLU, ChFC

Trust, Estate, Business, and Tax Planning*

Mark Eliff

Mark Eliff, CPA

Director of Accounting and Tax

Andrew Jensen

Andrew Jensen

Risk Management Relationship Manager*

Cindy Vandenburg

Cindy Vandenburg

Senior Insurance Solutions Specialist

Jeffrey Alderfer

Jeffrey Alderfer, CFP®

 

Chief Operating Officer

Amanda Bachman

Amanda Bachman

Wealth Client Services Administrator

Dylan Baxter

Dylan Baxter

Wealth Management Associate

Kim Kennedy

Kim A. Kennedy

Practice Associate

Regina Morris

Regina “Jean” Morris

Administrative Assistant

Mark Kelly

Mark Kelly

Asset Management Relationship Manager

Nate Maly

Nate Maly

Retirement Plan Service Associate

Kevin Stych

Kevin Stych, CFP®

Practice Management and Business Development*

Clark Buss

Clark Buss

Practice Management*

Taylor White

Taylor White

Practice Management*