Lynda has been in the financial services industry for over 35 years and has some client relationships that long as well. She's worked in operations and management, but she always finds herself drawn back to the client service side of the business.  She has two children, five grandchildren and a great-grandson.  She loves going to the beach with her mom.  She's a big NASCAR fan and goes to a race at least once a year, her favorite track being Dover.  She values the personal relationships she develops with our clients and is proud to know many of them by the sound of their voice. Amongst her hundreds of day to day responsibilities, she specializes in estate settlement, long term cost basis calculations and ensuring client information is updated and current.  For her, nothing is more rewarding than when a client has an issue and doesn't know where to turn, and she's able to take it out of their hands and solve the problem start to finish.   

Tricia has over 25 years of experience in financial services and holds her Series 7, 63, and life, accident and health insurance licenses.  She is incredibly efficient and in the rare event she doesn't know the answer to your question, she knows who to ask. She lives in New Cumberland with her husband Joel and her two children.  Tricia can handle just about anything thrown at her, but she specializes in the account opening process, asset movement including account transfers, and supporting us in the investment planning process.  She's most proud about her ability to solve complex problems using knowledge of current regulations and processes, and being able to do so without inconveniencing our clients.  If you ask her to do something, the next time you'll hear from her will likely be her letting you know the request is completed.   

Tresha has over 20 years experience in the financial services industry.  She has worked in many different capacities and is FINRA registered including Series 7, 66, 31 and life, accident and health insurance.  She is proud of her focus on quality of work and premier level client service.  She helps our team with every aspect of our client review process, and handles insurance and Social Security analysis in addition to multitude of other responsibilities.  She lives in Camp Hill and enjoys spending time with her daughter.  She is a graduate of Penn State University with a degree in Psychology.  She will be pursuing her Master’s Degree in Psychology beginning 2022.