As your Edward Jones financial advisor, I want to understand what's important to you before we invest your money. I use an established process to help build personalized strategies to achieve your goals. Working closely with you, your CPA, attorney or other professionals, I can help determine the most appropriate financial strategies for you and your family. We'll partner together throughout your life to keep you on track!
I grew up in Lancaster County and still live here today with my wife, Crystal, our daughter, Abigail, and our chocolate lab, Toby.
I hold a bachelor's in business administration with a major in accounting from Shippensburg University. Prior to joining Edward Jones, I was a CPA for PwC and other firms in the audit department. I partnered with organizations to complete their audit goals and compliance requirements.
I came to Edward Jones because I have a passion for helping people understand their finances, investing and ultimately, achieving their goals.
At Edward Jones, we focus on you. My local office allows me to strive to provide you the service you and your family deserves, but is also backed by thousands of people and advanced technology and tools to help along the way.
Outside of my role with Edward Jones, I am an avid sports fan and enjoy volunteering in my community and spending time with my family.
My branch office administrator, Lori, enjoys partnering together with our clients to help keep them on track with reaching their goals. Lori was born and raised in Manheim, and worked in the banking industry before joining Edward Jones. She lives in Lancaster with her husband, Hyman. They have three children and five grandsons. Lori enjoys spending time with her family and watching her grandsons in their activities. Also, Lori is an avid Penn State fan.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
Office Address2101 Strickler Rd Suite 203
Manheim, PA 17545
Phone NumberPhil Harnick at (717) 492-4614
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||09:00AM - 05:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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