When the headlines make you nervous, who is providing you with guidance? Is someone calling you to talk about your plan and what you should do? Do you have someone that you trust to help you remain focused on accomplishing your goals? That is what we are doing for our clients and those who can benefit from some guidance.
We believe investments should be tailored to you and your needs. Whether your goals include preparing for or living in retirement; paying for education; planning for the unexpected or creating an estate or inheritance; we can offer investment solutions tailored to all your financial goals.
In 2011, I began my Edward Jones career as a financial advisor in Mercersburg, PA. I moved my practice to Greencastle in 2014. In February of 2016, Joni Romero joined the team as our branch office administrator and partner in the branch. Later that year, I received my AAMS® designation from the College for Financial Planning.
My wife, Stefanie, and I love to spend time with our children, Lily and Miles, as well as travel both domestically and internationally.
We believe it is important to support family values and to be committed to the health and wellness of the community. I am a member of the Greencastle Antrim Chamber of Commerce, the Meritus Cornerstone Giving Club and the Greencastle Sportsman's Club, and I am the president of the Greencastle Exchange Club.
Our goal is to be the primary resource in the Greencastle area for long-term planning. We aim to ensure that our clients attain their retirement and other financial goals, provide a place where our clients feel valued and empowered with knowledge and provide the assurance that we will partner with them throughout their lives.
We look forward to serving the community for many more years to come.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Insurance & Annuities
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
Office Address145 E Baltimore Street Ste 1-A
Greencastle, PA 17225
Phone NumberShaun Basalik at (717) 597-4395
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