Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Lon Jury

CFP®, AIF®, ChFC®, APMA, ChSNC®, CLU®, BFA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lon Jury Visit Lon Jury's website

Scott Bechtold

BFA, ChFC®, CRPC, CLU®, APMA, CFS®, AIF®

Financial Advisor

Accredited Investment Fiduciary®
Learn more about Scott Bechtold Visit Scott Bechtold's website

Jim Davis

CFP®, CRPC, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jim Davis Visit Jim Davis's website

Dave Weaver

APMA

Financial Advisor

Learn more about Dave Weaver Visit Dave Weaver's website

Rick Morris

JD, CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rick Morris Visit Rick Morris's website

Charles Walp

CFP®, AIF®, APMA, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Walp Visit Charles Walp's website

Lucas Kauffman

CFP®, BFA, CRPS, AWMA℠, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lucas Kauffman Visit Lucas Kauffman's website

James Keim

CFS®, CIMA®, APMA

Financial Advisor

Certified Investment Management Analyst®
Learn more about James Keim Visit James Keim's website

Elizabeth Durand

CFP®, APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Elizabeth Durand Visit Elizabeth Durand's website

Leah Wilhelm

APMA, CRPC

Financial Advisor

Learn more about Leah Wilhelm Visit Leah Wilhelm's website


Our team

Trish Greising

Trish Greising

Operations Director

Qualifications

  • Bachelor of Arts in Psychology, Lebanon Valley College
  • Notary Public
  • Series 7, 66, & PA Life Accident & Health Insurance licenses
  • Experience in the financial services industry since 2005

Roles & Responsibilities

  • Trish oversees our daily business activities and manages the overall team operations.
  • She is available to address any of your complex service needs.
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Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelor of Science in Early Childhood Education, Lock Haven University
  • Experience in the financial services industry since 2013.

Roles & Responsibilities

  • Jenn is responsible for client meeting preparation for our advisors.
  • She is available to assist you with your client service needs
  • Jenn lives in Brownstown with her husband, Todd, and two sons, Tyler and Owen.
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Ashley Woodward

Ashley Woodward

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Attended Wilmington University
  • Notary Public
  • Experience in the financial services industry since 2008.

Roles & Responsibilities

  • Ashley is responsible for advisor scheduling and assisting with practice projects.
  • Coordinates our Legacy Planning, Wealth Management, and Workplace Retirement Planning departments.
  • She is available to address your simple needs and provide general information.
  • Ashley resides in Southeastern Pennsylvania with her partner, Ken, and their twins, Kenneth and Ariana.
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Megan Wall

Megan Wall

Practice Manager,

Paraplanner

Qualifications

  • BS in Sports Medicine from West Chester University

  • MA in Education from Sierra Nevada University

  • Series 6, 7, 63, 65 and PA Life Insurance

  • Experience in the financial services industry since 2013

Roles & Responsibilities

  • Works with accountants and advisors to coordinate scheduling and attend meetings for mutual clients.
  • Available to help address client service needs.
  • Megan lives in Shippensburg with her husband, Fred and their two children, Laurel and James.
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Michael Snyder

Michael Snyder

Business Development Specialist

Qualifications

  • Experience working with financial planning clients since 2020

  • BS in Accounting from Penn State University

  • BS in Economics from Penn State University

Roles & Responsibilities

  • Tax planning for Sylvan Capital Advisor's clients.
  • Mike lives in Elizabethtown with his wife Brittany.
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Darla Kridlo

Darla Kridlo

Client Service Manager

Qualifications

  • Experience in the financial services industry since 2007

Roles & Responsibilities

  • Responsible for proactively scheduling your visits with Sylvan Capital Advisors and helping with your service needs.
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Niki Hanks

Niki Hanks

Client Service Manager

Qualifications

  • BA of Business Administration from Shippensburg University

  • Experience in the financial services industry since 1998

Roles & Responsibilities

  • Available to assist you with money movement and account service requests.
  • Available to assist you with the Ameriprise website and Total View.
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Ben Emory

Ben Emory

Paraplanner

Qualifications

  • BA in Economics from the University of Connecticut

  • BA in Political Science from the University of Connecticut

  • Series 7, 66, and Life & Health Insurance Licensed

  • Experience in the financial services industry since 2017

Roles & Responsibilities

  • Performs trading and account maintenance and updates.
  • Assists with money movement and account service requests.
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Brenda Habowski

Brenda Habowski

Client Service Specialist

Qualifications

  • Notary Public

  • Experience in the financial services industry since 2007

  • BA in Psychology from Millersville University

Roles & Responsibilities

  • Responsible for advisor scheduling and coordination.
  • Available to assist you with money movement and account service requests.
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