Meet Our Team

Advisors You Can Trust

The professional team at Faithward Advisors provides financial planning and money management to individuals, businesses and nonprofit organizations. For nearly 30 years, we have delivered these services to a growing number of clients.

CAREERS WITH FAITHWARD ADVISORS

Check the background of this Investment Professional at Broker Check.

More than 3,000 businesses, organizations, and families benefit from our diverse team’s multi-disciplinary expertise.

Headquartered in Lancaster, PA, Faithward actively serves clients nationwide. Additional offices are located in Binghamton, New York; and Naples, Ft. Myers and Tampa, Florida.

Our multi-disciplinary approach allows each member of our staff to precisely focus their skills and talents, bringing a high level of specialty to our clients.

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Adrian E. Young
Adrian E. Young
Chief Executive Officer
FULL BIO
Robert T. Nayden
Robert T. Nayden
Chief Operating Officer
FULL BIO
Bernard I. Bostwick
Bernard I. Bostwick
President
FULL BIO
Dirk A. Olds
Dirk A. Olds
Director of Advisor Services
FULL BIO
Daniel R. Bailey
Daniel R. Bailey
Financial Advisor
FULL BIO
Kyle B. Beissel
Kyle B. Beissel
Financial Advisor
FULL BIO
Merri L. Benjamin
Merri L. Benjamin
Financial Advisor
FULL BIO
Andrew Book
Andrew Book
Senior Compliance Associate
FULL BIO
Kelsey Brightbill
Kelsey Brightbill
Client Service Associate
FULL BIO
Beverly Brown
Beverly Brown
Compliance & Licensing Associate
FULL BIO
Cheyenne Brubaker
Cheyenne Brubaker
Accounting Associate
FULL BIO
Mikayla Centeno
Mikayla Centeno
Operations Associate
FULL BIO
Matthew W. Diers
Matthew W. Diers
Financial Advisor
FULL BIO
Kris Ellis
Kris Ellis
Client Service Associate
FULL BIO
Emily Gatchell
Emily Gatchell
Senior Financial Strategist
FULL BIO
Henry Hahn
Henry Hahn
Client Service Associate
FULL BIO
Doug Henderson
Doug Henderson
Director of Professional Support
FULL BIO
Nathan Knight
Nathan Knight
Senior Operations Associate
FULL BIO
John Lehman
John Lehman
Financial Advisor
FULL BIO
Sonia Lloyd
Sonia Lloyd
Hospitality Associate
FULL BIO
Ayleen Malave
Ayleen Malave
Operations Associate
FULL BIO
Leonard J. Marsch
Leonard J. Marsch
Financial Advisor
FULL BIO
Karen L. Miller
Karen L. Miller
Client Service Associate
FULL BIO
Isaiah Monger
Isaiah Monger
Client Service Associate
FULL BIO
Scott R. Monger
Scott R. Monger
Financial Advisor
FULL BIO
Lee R. Paglia
Lee R. Paglia
Financial Advisor
FULL BIO
Mindy Paglia
Mindy Paglia
Client Service Associate
FULL BIO
Michael Paranich
Michael Paranich
Financial Advisor
FULL BIO
Jaidan Piper
Jaidan Piper
Associate Financial Strategist
FULL BIO
Christina Reese
Christina Reese
Client Service Manager
FULL BIO
Susan Schramm
Susan Schramm
Hospitality Associate
FULL BIO
Angela K. Shea
Angela K. Shea
Financial Advisor
FULL BIO
Rachel M. Swartz
Rachel M. Swartz
Client Service Associate
FULL BIO
Eric Vander Groef
Eric Vander Groef
Client Service Associate
FULL BIO

Where are you located?

We have offices in Lancaster PA (our headquarters), Binghamton NY, Fort Myers FL Tampa FL, and Naples FL.

What’s the difference between a fixed and variable annuity?

A fixed annuity is a contract offered by an insurance company that is much like a bank CD. You deposit a certain amount of money and the insurer agrees to pay a certain interest rate over a specified period of time.

A variable annuity differs from a fixed annuity in that inside a variable annuity are investments similar to mutual funds. These investments are called subaccounts, and the value varies based on the performance of the investments.

For more information, read our recent article: Difference Between Fixed and Variable Annuities.

What types of bonds are available?

A bond is a type of investment that serves as a loan from the investor to the government or company, with interest paid annually until the bond matures. The most common classifications of bonds are government bonds, municipal bonds, and corporate bonds. Learn more about bonds in our Bonds 101 article.

What is an ETF?

An exchange-traded fund (ETF) is a diversified collection of assets that can be bought and sold throughout the trading day. ETFs can be an easy-to-use, low cost, and tax-efficient way to invest your money. Learn more about ETFs by reading our article: Exchange Traded Funds 101.

What is a Mutual Fund?

A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other areas for increased diversification and decreased risk. Learn more about mutual funds by reading our article Mutual Funds 101.

What are your hours?

Our offices are open Monday through Friday, from 8am until 5pm. Holiday hours vary and are subject to change. Our advisors, as previously mentioned, are often here outside of “normal” business hours, when clients request after-hour appointments.

Is there a minimum to open an account?

Unlike some of our competitors, Faithward Advisors does not require a minimum to open an account with us.

Is there a fee for an initial meeting with an advisor?

Preliminary consultations with one of our advisors is free of charge.

How big is your client base?

We have been delivering services to a growing number of clients. We currently service over 3,000 businesses, organizations, and families. Although our headquarters is in Lancaster, PA, Faithward actively serves clients from offices up and down the East Coast and has clients in over 30 states.

How are Mutual Funds Taxed?

Whenever a mutual fund company passes earnings and other payouts to shareholders, they are known as a distribution. The tax treatment of these distributions varies depending on the type of distribution. If you hold shares in a taxable account, you are required to pay taxes on mutual fund distributions, whether the distributions are paid out in cash or reinvested in additional shares.

Learn more about how certain mutual fund distributions are taxed by reading our recent article How are Mutual Funds Taxed?

Do you work with people to create a budget?

Our financial advisors assess the financial needs of individuals and help them with investments (e.g. stocks and bonds), tax diversification, and insurance decisions. Our advisors help clients plan for their long-term goals, such as retirement. We do not create or help aid in budget planning, but we can recommend others to help with this process.

Do you schedule evening or weekend appointments?

Most of our advisors regularly meet outside of our normal office hours. If you’d like to schedule a meeting with an advisor over the weekend, we suggest asking to speak with them directly, as their schedules vary.

Do you prepare Wills, Powers of Attorney, Healthcare Declarations, or trusts?

As a financial firm, we do not offer legal services to our clients. We do work closely with a law firm, Aevitas Law, that does offer such services and we will happily refer you to them.

Do you offer insurance?

Yes, we do! We offer nearly every kind of insurance, outside of property and casualty insurance.

Are there tax advantages of ETFs over Mutual Funds?

While there are similarities, there are tax advantages exchange traded funds (ETFs) hold over mutual funds. Both require shareholders to pay any tax due on income, dividends and short-term capital gains. However, shareholders of ETFs are much less likely to be subject to long-term capital gains distributions. Learn more about the tax advantages of ETFs by reading our recent article Is an ETF Better than a Mutual Fund?

Are drop-in meetings allowed?

Drop-in meetings are not preferred, as we like to take the time necessary to give the highest quality advice, possible. If you do need immediate help, however, you may call us or drop by if you’d like to speak with someone in person.