Sylvan Capital Advisors

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Lon Jury, Private Wealth Advisor serving the Allentown, PA area - Ameriprise Advisors

Lon Jury

CFP®, APMA®, BFA, ChSNC®, AIF®, ChFC®, CLU®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lon Jury's website
Scott Bechtold, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Scott Bechtold

ChFC®, CRPC®, CLU®, BFA, APMA®, CFS®, AIF®

Financial Advisor

Accredited Investment Fiduciary
Visit Scott Bechtold's website
Jim Davis, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Jim Davis

CFP®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jim Davis's website
Jonas Kauffman, Private Wealth Advisor serving the Allentown, PA area - Ameriprise Advisors

Jonas Kauffman

CFP®, MS, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jonas Kauffman's website
Lucas Kauffman, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Lucas Kauffman

CFP®, CRPS®, AWMA®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Lucas Kauffman's website
Charles Walp, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Charles Walp

CFP®, APMA®, CRPC®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Charles Walp's website
Rick Morris, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Rick Morris

CFP®, JD, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rick Morris's website
James Keim, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

James Keim

CFS®, CIMA®, APMA®

Financial Advisor

Certified Investment Management Analyst®
Visit James Keim's website
Jay Rhoads, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Jay Rhoads

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Jay Rhoads's website
Cindy Beyerlein, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Cindy Beyerlein

CEPA®

Financial Advisor

Visit Cindy Beyerlein's website
Tim Nuttle, Financial Advisor serving the Allentown, PA area - Ameriprise Advisors

Tim Nuttle

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Tim Nuttle's website

Team

Trish Greising

Trish Greising

Operations Director

Qualifications

  • Bachelor of Arts in Psychology, Lebanon Valley College
  • Notary Public
  • Series 7, 66, & PA Life Accident & Health Insurance licenses
  • Experience in the financial services industry since 2005

Roles & Responsibilities

  • Trish oversees our daily business activities and manages the overall team operations.
  • She is available to address any of your complex service needs.
  • Trish lives in Lancaster with her husband, Jay, and their dog, Lola.
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Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelor of Science in Early Childhood Education, Lock Haven University
  • Eight years’ experience in the financial industry

Roles & Responsibilities

  • Jenn is responsible for client meeting preparation for our advisors.
  • Jenn also leads our digital initiatives - managing our team website, Facebook page, and ongoing communications to clients.
  • She is available to assist you with your client service needs
  • Jenn lives in Brownstown with her husband, Todd, and two sons, Tyler and Owen.
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Trent Trueper

Trent Trueper

Client Relationship Manager,

Paraplanner

Qualifications

  • Bachelor of Arts in Economics, University of Missouri – Columbia
  • Series 7, 66, & PA Life Accident & Health Insurance licenses
  • Experience in the financial services industry since 2003

Roles & Responsibilities

  • Supports the financial planning department with an emphasis on NaviPlan conversion to MoneyGuide Pro.
  • Works closely with our Workplace Retirement Planning department.
  • Focus on client interactions to enhance advisor and client meeting preparation and expectations.
  • Trent lives in West Chester with his wife, Jane, and their two children, Broderick and Anderson.
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Michelle McGovern

Michelle McGovern

Operations Manager,

Paraplanner

Qualifications

  • Bachelor of Arts in Music, Eastern University
  • Series 7 and 66 licenses
  • More than 9 years’ experience in the financial industry

Roles & Responsibilities

  • Michelle provides client service, particularly in the areas of trading, money movement, estate settlement, and account maintenance.
  • Michelle lives in Mt. Joy with her husband Mike, her daughter Violet, and their dog Pixie. She enjoys knitting and working in her garden, and leads a women’s support group.
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Ashley Woodward

Ashley Woodward

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Attended Wilmington University
  • Notary Public
  • Employed by Ameriprise for over 10 years

Roles & Responsibilities

  • Ashley is responsible for advisor scheduling and assisting with practice projects.
  • Coordinates our Legacy Planning and Workplace Retirement Planning departments.
  • She is available to address your simple needs and provide general information.
  • Ashley resides in Southeastern Pennsylvania with her partner, Ken, and their twins, Kenneth and Ariana.
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Joel Reid

Joel Reid

Client Service Specialist