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

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Our Team - Over 150 Years 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

Lynette Hewitt

Lynette A. Hewitt, FPQP™

Practice Assistant Manager/Wealth Advisory Associate

(717) 774-7080

(717) 920-7645

Evan Shiley

Evan M. Shiley

Wealth Advisory Associate

(717) 774-7080

(717) 920-7645

Pamela Mountz

Pamela R. Mountz

Practice Administrator

(717) 774-7080

(717) 920-7645

Kim Kennedy

Kim A. Kennedy

Practice Associate

(717) 774-7080

(717) 920-7645

Amanda Bachman

Amanda Bachman

Wealth Client Services Administrator

717-774-7080

(717) 920-7645

Victor St. Vincent

Victor St. Vincent

Wealth Planning Associate

717-774-7080

(717) 920-7645