Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Council Rock Wealth Advisory Group
Team photo for Council Rock Wealth Advisory Group

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Our advisors

Advisor photo for Daniel Hayes

Daniel Hayes

CLTC®

Financial Advisor

Chief Executive Officer of Council Rock Wealth Advisory Group
Learn more about Daniel Hayes Visit Daniel Hayes's website
Advisor photo for Anthony Mancuso

Anthony Mancuso

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Anthony Mancuso Visit Anthony Mancuso's website
Advisor photo for Mary Beth Fairchild

Mary Beth Fairchild

CFP®, CRPC, APMA®

Private Wealth Advisor

Learn more about Mary Beth Fairchild Visit Mary Beth Fairchild's website
Advisor photo for John Wade

John Wade

CFP®

Financial Advisor

Learn more about John Wade Visit John Wade's website
Advisor photo for Jordan M Orvek

Jordan M Orvek

APMA®

Private Wealth Advisor

Learn more about Jordan M Orvek Visit Jordan M Orvek's website
Advisor photo for Dylan Joy

Dylan Joy

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Dylan Joy Visit Dylan Joy's website
Advisor photo for Angel Palacios

Angel Palacios

APMA®

Private Wealth Advisor

Learn more about Angel Palacios Visit Angel Palacios's website
Advisor photo for Matthew J Smith

Matthew J Smith

APMA®

Financial Advisor

Learn more about Matthew J Smith Visit Matthew J Smith's website
Advisor photo for Alyssa Fox

Alyssa Fox

APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Alyssa Fox Visit Alyssa Fox's website
Advisor photo for Matthew Fairchild

Matthew Fairchild

APMA®

Associate Financial Advisor

Learn more about Matthew Fairchild Visit Matthew Fairchild's website
Advisor photo for Charles Sawyer

Charles Sawyer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Charles Sawyer Visit Charles Sawyer's website
Advisor photo for Peter F Haag

Peter F Haag

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Peter F Haag Visit Peter F Haag's website
Advisor photo for John Hornung

John Hornung

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Hornung Visit John Hornung's website
Advisor photo for Craig Lochner

Craig Lochner

CRPC

Financial Advisor

Business Financial Advisor
Learn more about Craig Lochner Visit Craig Lochner's website
Advisor photo for Mark Palazzolo

Mark Palazzolo

CLTC®

Financial Advisor

Learn more about Mark Palazzolo Visit Mark Palazzolo's website
Advisor photo for Michael Lurz

Michael Lurz

ChFC®, CLU®

Financial Advisor

Business Financial Advisor
Learn more about Michael Lurz Visit Michael Lurz's website
Advisor photo for Alex Pohlson

Alex Pohlson

MBA

Financial Advisor

Learn more about Alex Pohlson Visit Alex Pohlson's website


Our team

Paul Wyand

Paul Wyand

Training & Development Specialist

Jodi Nichols

Jodi Nichols

Operations Senior Director,

Chief Operating Officer of Council Rock Wealth Advisory Group
Beth Kemp

Beth Kemp

Marketing Director,

Human Resource Manager
Caitlin Pionessa

Caitlin Pionessa

Operations Manager

Colin Hayes

Colin Hayes

Client Service Specialist

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Kimberly Gore

Kimberly Gore

Client Service Specialist

Cindy Kimmel

Cindy Kimmel

Client Service Specialist

Mira Hailu-Martinez

Mira Hailu-Martinez

Client Service Specialist

Luis G. Lopez

Luis G. Lopez

Client Service Specialist

Nicki Durfee

Nicki Durfee

Office Manager

Personal Intro

Accounting

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