The Team
Turner Wealth Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

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Turner Wealth Advisors
Turner Wealth Advisors

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Our Advisors

Charles Turner

Charles Turner

Private Wealth Advisor

More about me...

Contact

charles.a.turner@ampf.com

717.533.4070

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
CA Insurance #0F03927

VISIT MY WEBSITE

Jonathan Turner

Jonathan Turner

Financial Advisor

More about me...

Contact

jonathan.m.turner@ampf.com

717.533.4070

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies

Education

Bachelor of Science in Business Management, Penn State University, Bachelor of Science in Marketing, Penn State University
CA Insurance #0M03662

VISIT MY WEBSITE

Our Staff

Shirley MacCormack

Shirley MacCormack

Business Development Director
Practice Manager
More about me...

Contact

shirley.a.maccormack@ampf.com

717.533.4070

Roles & Responsibilities

  • Chief Operations Officer
  • Client Experience Specialist
  • Events Planner & Coordinator
  • Marketing Director
Alissa Shimanski

Alissa Shimanski

Client Service Manager
More about me...

Contact

alissa.shimanski@ampf.com

717.533.4070

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Experience Specialist
  • Business/Insurance Processing
  • Meeting Preparation & Follow Up
  • Client Website Support
Gannon Enck

Gannon Enck

Financial Planning Specialist
Business Development Specialist
More about me...

Contact

gannon.enck@ampf.com

717.533.4070

Qualifications

  • Bachelor of Science in Business, East Tennesse State University

Roles & Responsibilities

  • Client Service Specialist
  • Financial Plan Preparation
  • Reports & Database Management
  • Business/Insurance Processing
Ashlee Kozak

Ashlee Kozak

Client Relationship Manager
More about me...

Contact

ashlee.kozak@ampf.com

717.533.4070

Qualifications

  • Bachelor of Science in Journalism, West Virginia University

Roles & Responsibilities

  • Initial Client Contact
  • Practice Calendar Administrator
  • Meeting Preparation & Follow Up
  • Website & Social Media Management