Our advisors

Our team

Vyotta Hawk, MS

Vyotta Hawk, MS

Practice Manager,

Business Development Specialist

Personal Intro

Vyotta(pronounced yada) is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice. She is also responsible for leading business development and practice growth initiatives.

She lives in York, PA, with her husband Shawn, their son Crosby, and their dogs Leo and Jack-Jack.

Qualifications

  • Master of Science in Leadership and Business Ethics from Duquesne University
  • Bachelor of Science in Business Administration from Central Pennsylvania College
  • Series 7
  • Series 66
  • PA Life & Health Insurance License
  • Over 13 years of industry experience
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Michelle Schultz, CPA

Michelle Schultz, CPA

Business Development Specialist

Qualifications

  • CPA
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Olympia Wilson

Olympia Wilson

Client Service Coordinator

Personal Intro

Olympia is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's York office location.

She lives in York with her husband Scott and their son.

Qualifications

  • Bachelor of Science in Marketing from York College of Pennsylvania
  • Over 20 years of industry experience
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Jennifer Master

Jennifer Master

Client Service Coordinator

Personal Intro

Jenn is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's Lancaster office location.

She lives in E. Petersburg with her husband George and is mom to Ryan, Brandon and Kendall, Mimi to Abigail.

Qualifications

  • Over 20 years banking/financial services industry experience
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Susan Barnes

Susan Barnes

Client Service Coordinator

Emily Strayer

Emily Strayer

Client Service Coordinator,

Insurance Specialist

Personal Intro

Emily is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's Hershey office location.

She lives in Harrisburg with her husband Dan, her step-daughter Emily and their dog Bane.

Qualifications

  • Bachelor of Science in Business Management, Indiana University of Pennsylvania
  • PA Life & Health Insurance License
  • 5 yrs industry experience
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M. Jane Lantz

M. Jane Lantz

Client Service Coordinator

Jeffrey Reynolds

Jeffrey Reynolds

Intern

Personal Intro

Jeffrey will be starting his senior year at Temple University in the fall.
He's a graduate of Northeastern High School and enjoys supporting our financial planning team.

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Marisa Madole

Marisa Madole

Intern