

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Gardening
Team Members
Samantha ShoultzSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 07:00AM - 05:00PM |
| Tue | 07:00AM - 05:00PM |
| Wed | 07:00AM - 05:00PM |
| Thu | 07:00AM - 05:00PM |
| Fri | 07:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(717) 240-0196Fax
(855) 379-1120Office Address
25 State Ave Suite 3Carlisle, PA 17013opens in a new window
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