Lynda has been in the financial services industry for over 40 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 five great grandchildren. She loves going to the beach with her mom. She's a big NASCAR fan, 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 FINRA Series 7, 63 registrations, 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 of 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 as well as working on her artwork in her spare time. She is a graduate of Penn State University with a degree in Psychology.
Deb is the newest member of our team and has a daughter and two grandchildren. She has travelled extensively including many trips to see her granddaughter play Division 1 basketball. She loves to cook and bake and will often be in the middle of a book in her free time. Deb has over 40 years of experience in a variety of state and local government roles. She joined our group in 2022 and has brought great perspective and new ideas to our team. She helps with many client focused administrative functions including helping us schedule meetings and answer incoming calls. She provides much of the behind the scenes support that helps our group run smoothly.