Team Member information for: Lancaster, PA


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Adrian E. Young
Executive Vice President
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Christopher R. Coolidge
Chief Investment Officer
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Matt Knolle
Financial Advisor
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Nicole L. Kratz
Client Service Coordinator
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Patrick M. Lafferty
Associate Portfolio Manager
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Becky Long
Wealth Management Coordinator
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April J. McClucas
Client Service Coordinator
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Karen L. Miller
Client Service Coordinator
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Laura N. Mitchell
Client Service Coordinator
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Scott R. Monger
Financial Advisor
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Robert T. Nayden
Director of Operations
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Mary Beth Nolt
Operations & Client Service Coordinator
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Esther Singh
Client Service Coordinator
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Lori A. Withee
Client Relationship Manager
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Daniel R. Bailey
Financial Advisor
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Jeanne Y. Bald
Client Information Coordinator
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Eric C. Beittel
Financial Advisor
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Beverly E. Brown
Application & Licensing Coordinator
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Amy J. Malay
Director, Team Development
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Leonard J. Marsch
Client Relationship Manager
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Ryan M. Middleton
Financial Advisor
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Curtis L. Musser
Financial Advisor
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David A. Over
Financial Advisor
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Sherrie L. Peters
Office & Personnel Coordinator
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Angela K. Shea
Financial Advisor
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Curtis D. Stoltzfus
VP Financial Strategies
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George H. Zook
Financial Advisor
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