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Our advisors

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

Scott Bechtold

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

Financial Advisor

Accredited Investment Fiduciary®
Learn more about Scott Bechtold Visit Scott Bechtold's website

Jim Davis

CFP®, BFA, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jim Davis Visit Jim Davis's website

Rick Morris

JD, CFP®, BFA, CRPC, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Rick Morris Visit Rick Morris's website

Charles Walp

CFP®, AIF®, APMA®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Charles Walp Visit Charles Walp's website

Lucas Kauffman

CFP®, BFA, CRPS, AWMA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Lucas Kauffman Visit Lucas Kauffman's website

James Keim

CFS®, CIMA®, APMA®

Private Wealth Advisor

Certified Investment Management Analyst®
Learn more about James Keim Visit James Keim's website

Elizabeth Durand

CFP®, BFA, APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Elizabeth Durand Visit Elizabeth Durand's website

Abram Shaffner

CFP®, CMFA®, BFA, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Abram Shaffner Visit Abram Shaffner's website

Eric Fox

CMFC, APMA®

Private Wealth Advisor

Chartered Mutual Fund Counselor™
Learn more about Eric Fox Visit Eric Fox's website

Leah Wilhelm

APMA®, CRPC

Financial Advisor

Learn more about Leah Wilhelm Visit Leah Wilhelm's website

Tyler Kirby

BFA, APMA®

Financial Advisor

Learn more about Tyler Kirby Visit Tyler Kirby's website

Peyton Bechtold

BFA, APMA®

Financial Advisor

Learn more about Peyton Bechtold Visit Peyton Bechtold's website

Abigail Smith

APMA®

Financial Advisor

Learn more about Abigail Smith Visit Abigail Smith'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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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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Megan Wall

Megan Wall

Practice Manager,

Marketing Specialist

Qualifications

  • BS in Sports Medicine from West Chester University

  • MA in Education from Sierra Nevada University

  • Series 6, 7, 63, 65 and PA Life Insurance

  • Experience in the financial services industry since 2013

Roles & Responsibilities

  • Works with accountants and advisors to coordinate scheduling and attend meetings for mutual clients.
  • Available to help address client service needs.
  • Megan lives in Shippensburg with her husband, Fred and their two children, Laurel and James.
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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 Assistant