Sylvan Capital Advisors

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.


close

Team photo for Sylvan Capital Advisors
Team photo for Sylvan Capital Advisors

View Larger


Advisors

Advisor photo for Lucas Kauffman

Lucas Kauffman

CFP®, BFA, CRPS, AWMA℠, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lucas Kauffman's website
Advisor photo for Lon Jury

Lon Jury

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lon Jury's website
Advisor photo for Scott Bechtold

Scott Bechtold

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

Financial Advisor

Accredited Investment Fiduciary®
Visit Scott Bechtold's website
Advisor photo for Jim Davis

Jim Davis

CFP®, CRPC, APMA, AIF®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jim Davis's website
Advisor photo for Charles Walp

Charles Walp

CFP®, BFA, APMA, CRPC, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Charles Walp's website
Advisor photo for Dave Weaver

Dave Weaver

APMA

Financial Advisor

Visit Dave Weaver's website
Advisor photo for Rick Morris

Rick Morris

JD, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rick Morris's website
Advisor photo for James Keim

James Keim

CFS®, CIMA®, APMA

Financial Advisor

Certified Investment Management Analyst®
Visit James Keim's website
Advisor photo for Jacqueline Nonnemacher

Jacqueline Nonnemacher

CFS®

Financial Advisor

Visit Jacqueline Nonnemacher's website
Advisor photo for Jay Rhoads

Jay Rhoads

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jay Rhoads's website
Advisor photo for Elizabeth Durand

Elizabeth Durand

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Elizabeth Durand's website
Advisor photo for Leah Wilhelm

Leah Wilhelm

APMA, CRPC

Financial Advisor

Visit Leah Wilhelm'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.
View more
Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelor of Science in Early Childhood Education, Lock Haven University
  • Over nine 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.
View more
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.
View more
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.
View more
Megan Wall

Megan Wall

Practice Manager,

Paraplanner
Niki Hanks

Niki Hanks

Client Service Manager

Darla Kridlo

Darla Kridlo

Client Service Manager

Michael Snyder

Michael Snyder

Business Development Specialist

Qualifications

  • CPA
View more