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

Gregory Buker

Gregory Buker, AAMS®, CRPS®

Financial Planning Director

717-774-7080

717-920-7645

Jehna Liquori

Jehna Liquori

Operations Manager/Client Relationship Manager

717-774-7080

717-920-7645

Evan Shiley

Evan M. Shiley FPQP™

Wealth Planning Paraplanner

(717) 774-7080

(717) 920-7645

Dylan Baxter

Dylan Baxter

Wealth Management Associate

717-774-7080

(717) 920-7645

Pamela Mountz

Pamela R. Mountz

Practice Administrator

(717) 774-7080

(717) 920-7645

Amanda Bachman

Amanda Bachman

Wealth Client Services Administrator

717-774-7080

(717) 920-7645

Regina Morris

Regina “Jean” Morris

Administrative Assistant

717-774-7080

717-920-7645

Kim Kennedy

Kim A. Kennedy

Practice Associate

(717) 774-7080

(717) 920-7645