Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Jay Green

Jay Green

ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Jay Green's website


Team

Jessie Green

Jessie Green

Client Service Coordinator

Qualifications

  • BA from Lebanon Valley College
  • Over 20 years experience in the Financial Services industry

Roles & Responsibilities

  • Jessie provides support with appointment scheduling and assistance with client service needs.
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