The Team
Sylvan Capital Advisors
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Scott Bechtold

Scott Bechtold

Financial Advisor

More about me...

Contact

scott.m.bechtold@ampf.com

717.431.2996

Designations

ChFC®, CLU®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

Bachelor of Arts Economics & Political Science, Millersville University, 1997, Penn Manor High School, 1992
CA Insurance #0D02523

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Jim Davis

Jim Davis

Financial Advisor

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Contact

james.e.davis@ampf.com

570.724.5090

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

B.A. Finance, Juniata College, 1992

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Lon Jury

Lon Jury

Private Wealth Advisor

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Contact

lon.k.jury@ampf.com

717.431.2996

Designations

CFP®, APMA®, ChFC®, CLU®, CRPC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Arts, Franklin & Marshall College, Lancaster, PA, 1984
CA Insurance #0I98443

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Rick Morris

Rick Morris

Financial Advisor

More about me...

Contact

Richard.M.Morris@ampf.com

717.258.5885

Designations

JD, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

J.D. Dickinson School of Law - 1994, B.S. Liberty University - 1991, Penn Manor High School - 1987

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Joel Reid

Joel Reid

Financial Advisor

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Contact

joel.f.reid@ampf.com

570.322.8149

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

Pennsylvania State University, B. S. Degree in Business

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Doug Tanner

Doug Tanner

Financial Advisor

More about me...

Contact

douglas.m.tanner@ampf.com

717.431.2996

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Arts History and Political Science, High Point University, 1976

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Michael Dwyer

Michael Dwyer

Financial Advisor

More about me...

Contact

michael.w.dwyer@ampf.com

570.473.8254

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

BS Air Science, Embry-Riddle Aeronautical University, Daytona Beach, Fl

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Tim Nuttle

Tim Nuttle

Financial Advisor

More about me...

Contact

timothy.p.nuttle@ampf.com

717.291.4474

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies

Education

Indiana University of Pennsylvania, BA, 1980, Indiana University of Pennsylvania, MA, 1982

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Lee Walp

Lee Walp

Financial Advisor

More about me...

Contact

lee.c.walp@ampf.com

717.735.6990

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science in Business, Elizabethtown University, 1976
CA Insurance #0J09992

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Charles Walp

Charles Walp

Financial Advisor

More about me...

Contact

Charles.T.Walp@ampf.com

717.735.6990

Designations

APMA®, CRPC®

Top Areas of Focus

  • Investments

Education

Bachelor of Science, Business Administration, University of Richmond, Richmond, VA

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Cindy Beyerlein

Cindy Beyerlein

Financial Advisor

More about me...

Contact

Cynthia.Beyerlein@ampf.com

717.431.2996

Top Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Ph.D in Urban Affairs & Public Policy, University of Delaware, 1996, Masters of Science in Taxation, Widener University, 1987, Masters of Business Adminstration, St. Francis University, 1981, Bachelor of Science in Accounting, Manchester University, 1976
CA Insurance #0J01318

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Jacqueline Nonnemacher

Jacqueline Nonnemacher

Financial Advisor

More about me...

Contact

jacqueline.a.nonnemacher@ampf.com

610.530.1445

Designations

CFS®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments

Education

Muhlenberg College B.A. Business Management, 1992

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Our Staff

Trish Greising

Trish Greising

Operations Director
More about me...

Contact

patricia.c.greising@ampf.com

717.431.2996 Ext. 106

Jeff Burton

Jeff Burton

Financial Planning Analyst
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Contact

jeffrey.t.burton@ampf.com

717.431.2996 Ext. 128

Jennifer Scheetz

Jennifer Scheetz

Client Service Coordinator
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Contact

jennifer.scheetz@ampf.com

717.431.2996 Ext. 131

Trent Trueper

Trent Trueper

Financial Planning Assistant
More about me...

Contact

trent.trueper@ampf.com

717.431.2996 Ext. 126

Rima Hirsch

Rima Hirsch

Client Relationship Manager
More about me...

Contact

610.530.1445