CLIENT CONTACT GUIDE
Engagement Coordinator
Main Office: 717.774.7080
Justin Ramsey Extension 110
Email
Schedule A Meeting
Best for:
- Scheduling or rescheduling meetings
- General inquiries
- Connecting you with the appropriate team member
Wealth Planning Advisors
Main Office: 717.774.7080
Best for:
- Urgent financial matters
- Major life changes or career transitions
- Time-sensitive planning considerations
Office Hours
Monday–Thursday: 8:30 AM to 5:00 PM
Friday: 8:30 AM : 12:00 PM
We do respond to inquiries Friday afternoons, though response times may be slower.
Paraplanning Team
Main Office: 717.774.7080
Morgan Singer, Ext. 107
Email
Supports Brian Kennedy
Teena Worthy, Ext. 106
Email
Supports Vincent Catalano
Nate Adams, Ext. 105
Email
Supports Dylan Baxter
General Paraplanner Inbox: Email
Best for:
- Day-to-day planning questions
- Tax documents & reports
- Portal and website access
- Fund requests & trade instructions
Director of Client Services
Tami Kane, Ext. 109
Email
Director of Operations
Sarah Schwacher, Ext. 104
Email
Not sure who to contact?
Call 717.774.7080 or email and our Engagement Coordinator will be glad to assist.