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 Sylvan Capital Advisors
Team photo for Sylvan Capital Advisors

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Our advisors

Advisor photo for Lon Jury

Lon Jury

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Lon Jury Visit Lon Jury's website
Advisor photo for Scott Bechtold

Scott Bechtold

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

Financial Advisor

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

Jim Davis

CFP®, BFA, CRPC, APMA®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jim Davis Visit Jim Davis's website
Advisor photo for Rick Morris

Rick Morris

JD, CFP®, BFA, CRPC, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Rick Morris Visit Rick Morris's website
Advisor photo for Charles Walp

Charles Walp

CFP®, BFA, AIF®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Charles Walp Visit Charles Walp's website
Advisor photo for Lucas Kauffman

Lucas Kauffman

CFP®, BFA, CRPS, AWMA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Lucas Kauffman Visit Lucas Kauffman's website
Advisor photo for James Keim

James Keim

CFS®, CIMA®, APMA®

Private Wealth Advisor

Certified Investment Management Analyst®
Learn more about James Keim Visit James Keim's website
Advisor photo for Elizabeth Durand

Elizabeth Durand

CFP®, BFA, APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Elizabeth Durand Visit Elizabeth Durand's website
Advisor photo for Abram Shaffner

Abram Shaffner

CFP®, CMFA®, BFA, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Abram Shaffner Visit Abram Shaffner's website
Advisor photo for Eric Fox

Eric Fox

CMFC, APMA®

Private Wealth Advisor

Chartered Mutual Fund Counselor™
Learn more about Eric Fox Visit Eric Fox's website
Advisor photo for Leah Wilhelm

Leah Wilhelm

APMA®, CRPC

Financial Advisor

Learn more about Leah Wilhelm Visit Leah Wilhelm's website
Advisor photo for Tyler Kirby

Tyler Kirby

BFA, APMA®, RICP®

Financial Advisor

Learn more about Tyler Kirby Visit Tyler Kirby's website
Advisor photo for Peyton Bechtold

Peyton Bechtold

BFA, APMA®, CRPC

Financial Advisor

Learn more about Peyton Bechtold Visit Peyton Bechtold's website


Our team

Trish Greising, BFA™

Trish Greising, BFA™

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
  • BFATM, Behavioral Financial Advisor

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.
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Megan Wall, BFA™

Megan Wall, BFA™

Practice Manager

Personal Intro

  • Bachelor of Science in Sports Medicine, West Chester University
  • MA in Education, Sierra Nevada College
  • Series 7, 63, 65, 6 and PA Life Accident and Health Insurance Licenses.
  • Experience in the financial services industry since 2013.
  • Megan lives in Shippensburg, PA with her husband, Fred, and her children, Laurel and James.

Qualifications

  • BFA™, Behavioral Financial Advisor

Roles & Responsibilities

  • Megan is reponsible for ensuring best-in-class client service and smooth operations of the practice.
  • Megan is available to assist with client service needs in a timely manner
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Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelor of Science in Early Childhood Education, Lock Haven University
  • Experience in the financial services industry since 2013.

Roles & Responsibilities

  • Jenn is responsible for client meeting preparation for our advisors.
  • 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.
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Ashley Woodward

Ashley Woodward

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Attended Wilmington University
  • Notary Public
  • Experience in the financial services industry since 2008.

Roles & Responsibilities

  • Ashley is responsible for advisor scheduling and assisting with practice projects.
  • Coordinates our Legacy Planning, Wealth Management, 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.
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Niki Hanks

Niki Hanks

Client Service Manager

Qualifications

  • BA of Business Administration from Shippensburg University

  • Experience in the financial services industry since 1998

Roles & Responsibilities

  • Available to assist you with money movement and account service requests.
  • Available to assist you with the Ameriprise website and Total View.
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Brenda Habowski

Brenda Habowski

Client Service Specialist

Qualifications

  • Notary Public

  • Experience in the financial services industry since 2007

  • BA in Psychology from Millersville University

Roles & Responsibilities

  • Responsible for advisor scheduling and coordination.
  • Available to assist you with money movement and account service requests.
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Wanda Shenk

Wanda Shenk

Client Relationship Manager

Personal Intro

Series 7 and Series 63

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Robert Kilgore

Robert Kilgore

Investment Operations Specialist,

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