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Rail Trail Heritage Park, York County, Pa
Who We Are

An investment team committed to serving our clients

Our team includes a dozen professionals in two office locations. Each of us is dedicated to giving our clients personal attention and efficient, knowledgeable service that far exceeds the norm. We want every interaction with our clients to foster a relationship of trust and confidence, so that they feel comfortable calling us whenever they have questions about their present or future financial status.

Commited to our communities

Our team is also integrally involved in our local communities. We serve and have served as active volunteers in the civic and professional associations, local churches and youth sports organizations listed below:

  • Carlisle Area Performing Arts Center
  • Carlisle Area Professional Referral Exchange
  • Catholic Charities – English tutoring
  • Christian School of York Board of Trustees
  • Christian School of York finance committee
  • Coaching youth basketball, football, soccer and swimming
  • County historical societies
  • Elected office of Township Auditor
  • Financial Planning Association of Central
    Pennsylvania
  • Jewish Community Center of York
  • Junior Achievement
  • Kiwanis International
  • The Salvation Army of York
  • York County Chamber of Commerce
  • Various local church ministries and
    committees

This wide-ranging volunteerism stems from our core commitment to social responsibility, a value many of our clients share. We even offer a specialized wealth management option known as “socially responsible investing,” which enables clients to choose investments in keeping with their own social and spiritual values. Learn more about socially responsible investing.

One of our greatest strengths is our individual team members' diverse educational, professional and personal backgrounds. Each contributes uniquely to the comprehensive, client-centered service we provide.


We are pleased to support York County business as a member of the Chamber of Commerce.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Contact your local Raymond James office for information and availability.
© Raymond James Financial Services, Inc., member FINRA / SIPC
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