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Our Team

Steven Poff, ChFC®

Financial Advisor

717-850-2056 ext 102

Steve believes that his role as a financial advisor is to provide customized financial solutions by developing a plan that considers both short and long term goals, risk tolerance and investment suitability. Steve works with both...

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Richard Shuster

Financial Advisor

717-850-2056 ext 104

Rich graduated from Penn State with a Bachelor of Science degree in Quantitative Business Analysis. He believes exceptional customer service is key to developing a great partnership and works hard to build long-term relationships....
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David Tushingham

Financial Advisor

717-850-2056 ext 103

Dave feels that an effective financial plan starts with the relationship between client and advisor. He is dedicated to helping individuals work toward their financial goals and delivers a level of customer service that his clients...
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Heather Marcus

Sales Assistant

717-850-2056 ext 106

Heather Marcus brings to our team over 12 years of financial service experience. She graduated with honors from Notre Dame of Maryland University and holds a Bachelor’s Degree in Business Management. She is working towards...

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Rachel Dumas

Client Services Associate

717-850-2056 ext 101

As Sales Assistant, Rachel Dumas is available to answer any questions you may have, and is dedicated to providing quality service with a smile. With 5 years of experience in the financial services industry, Rachel is committed to...

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