Get to know my dedicated team

In addition to a team of in-house specialists across Eastern Pennsylvania with substantial experience in wealth management, estate planning, business planning, as well as individual & group insurance planning. From our local office in Lancaster, PA my team ensures that our existing clients are served to the highest level and new clients experience a smooth on-boarding process.

Below, you can learn more about the rest of our team. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of New Business Amanda Strack

Amanda Strack

Director of New Business

Photo of Financial Planning Specialist Clintin D. Knouse

Clintin D. Knouse

CFP®, ChFC®

Financial Planning Specialist

Photo of Director of Investment Operations and Services Erin Hershey

Erin Hershey

Director of Investment Operations and Services

Photo of Director of Recruitment and Development Corin Dundore

Corin Dundore

CLU®, ChFC®, CLF®

Director of Recruitment and Development