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Meet The Pennsylvania Team

Palmyra Office

103 West Main Street PO Box 606
Palmyra, PA 17078
Phone: (717) 706-0700
Fax: (717) 838-1116
Mon-Sun: 8:00 AM - 4:30 PM

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Carlisle Office

520 S. Pitt Street
Carlisle, PA 17013
Phone: (717) 706-0700
Fax: (717) 838-1116
Mon-Sun: 8:00 AM - 4:30 PM

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Lancaster Office

212 Willow Valley Lakes Drive – Suite 202
Willow Street, PA 17584
Phone: (717) 464-1958
Fax: (717) 838-1116
Mon-Sun: 8:00 AM - 4:30 PM

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Our Services

Our team specializes in comprehensive financial planning and tax-smart investing. Since 1989, we’ve worked with individuals, families, and businesses of all shapes and sizes, delivering personalized financial advice and exceptional client service. 

Financial Planning

Investment Management

Insurance Planning

Learn more

Financial Advisors - Pennsylvania 

David G. Weaver

David G. Weaver
Pennsylvania

Managing Partner, Senior Financial Advisor

(717) 706-0700

Steven Jumper

Steven Jumper
Carlisle, PA

Financial Advisor

Brad Mentzer

Brad Mentzer
Pennsylvania 

CPA, Financial Advisor

(717) 706-0700

Operations and Client Service Professionals – Pennsylvania 

Darla Kridlo

Darla Kridlo
Palmyra, PA

Client Relationship Manager

(717) 706-0700

Leah Wilhelm

Leah Wilhelm
Pennsylvania

Wealth Management Assistant

(717) 706-0700

Megan Wall

Megan Wall
Pennsylvania

Director of Operations and Services

(717) 706-0700

Michael Snyder

Michael Snyder
Lancaster, PA

CPA & Wealth Management Specialist

Niki Hanks

Niki Hanks
Palmyra, PA

Client Service Manager

(717) 706-0700

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