Our Team - Over 8 Decades of Experience
Our team approach adds perspective to all we do and provides increased financial benefits to our clients.
Meet Our Team
Brian C. Kennedy, AEP®, AIF®, ChFC®,CMFC®,CRPC®,CSA® CLTC®, LUTCF®
Wealth Planning Advisor and President
(717) 920-7645
Evan Shiley AIF®, FPQP™
Wealth Planning Advisor
Jim Wessels, CPA/PFS, CFA®
Investment Committee Member*
Jared Sutton, CFA, CFP®
Investment Committee Member*
Arild Holm, CFA®
Chief Investment Officer*/ Investment Committee Member
Phyllis Vance, CFA®
Chief Financial Strategist*/Investment Committee Member
Sean Phillips, CFA
Financial Analyst & Investment Committee Member*
Matt Boehnke, CFP®
Financial Planner*
Michael Berry, CFP®
Financial Planner*
Eric Johnson, JD*, CPA, CLU, ChFC
Trust, Estate, Business, and Tax Planning*
Mark Eliff, CPA
Director of Accounting and Tax
Andrew Jensen
Risk Management Relationship Manager*
Cindy Vandenburg
Senior Insurance Solutions Specialist
Dylan Baxter
Wealth Management Associate
Kim A. Kennedy
Practice Associate
Regina “Jean” Morris
Administrative Assistant
Andrew Devitt, CLTC® | VP
09/16/70 - 10/25/11
Mark Kelly
Asset Management Relationship Manager
Nate Maly
Retirement Plan Service Associate
Kevin Stych, CFP®
Practice Management and Business Development*
Clark Buss
Practice Management*
Taylor White
Practice Management*