Team
Brad is a Certified Public Accountant (CPA) with more than thirty years of experience in the public accounting profession. He began working with investments in 1999 after adding Financial Services to his accounting practice. He is a...
Chris was born and raised in Shippensburg, PA, where he resides with his wife Nicole and two teenage daughters. He graduated from Shippensburg University with a degree in Finance. While attending classes at the University, he worked...
Sharon was born and raised in western PA and now resides in Carlisle. She earned a bachelor’s degree in business from Grove City College. Over the next several years she worked for a financial planning business and then worked in the...
Sharon is a native of Carlisle, PA, where she currently resides with her husband Rodger and daughter Skylar. She loves spending time with her family, working outside, and attending her daughter’s musical performances. After...
Steven is a financial advisor that started in the industry in 2018 after graduating Cum Laude from Susquehanna University with a degree in Economics. During his career, he worked for Ameriprise Financial, Avantax Investment Services,...