The Team

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Howard Ammons

Howard Ammons

Financial Advisor

Ryan Stephenson

Ryan Stephenson

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Saving for Education

Education

B.S. in Management from Gettysburg College, Gettysburg PA, Minor in Economics from Gettysburg College, Gettysburg PA
CA Insurance #0K39754

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Our Staff

Donna M. Merrifield

Donna M. Merrifield

Administrative Assistant

Lee Sassu

Lee Sassu

Administrative Assistant