Snavely Associates is a family business founded in 1967 by Jack Snavely I. The senior Mr. Snavely served as a financial advisor to business and individuals throughout the central Pennsylvania area. In 1991, Jack Snavely II joined his father’s financial firm and chose to focus on providing financial strategies and asset management for individuals and their retirement needs.
Since its inception, the company has provided clients with personalized services designed to meet each clients’ unique needs and situations.
Jack Snavely I is now retired. His son, Jack Snavely II continues to provide vision and leadership to the company.
Jack E. Snavely II
Jack was born and raised in Central Pennsylvania. He attended Bishop McDevitt High School and graduated with a B.S.B.A. degree in finance from Shippensburg University of Pennsylvania in 1990. Prior to joining his father in the family business, he worked for the trust department at Commonwealth National Bank and interned with two different financial advisors at the global financial firm IDS.
Jack has extensive training in estate planning, business insurance, financial planning, asset allocation, and portfolio planning. But equally important, he has the real world knowledge of working with clients and all their unique situations for over two decades. It is not always the knowledge but the application of that knowledge to situations that makes the difference between well thought and well done.
Jack maintains close affiliations and access to a network of other advisors, insurance brokers, attorneys, and CPA’s – allowing for a value added approach for meeting client needs or unique situations.
In his personal life Jack enjoys playing tennis and running various nonprofit tennis events and fundraisers. He has been a part of the Big Brother Big Sister program as well as the YMCA afterschool programs. He also enjoys home improvement projects and has recently taken on his biggest project with the birth of his son Spencer in 2012. He, Spencer, his wife Dana, and their 2 cats live in Lemoyne, PA.
Shawna joined Snavely Associates in January of 2016. She serves as Director of Client Relations and will be using her people and organizational skills to enhance client relationships and provide superior service to the Snavely Team.
Shawna was born and raised in Hershey, PA, and is a recent graduate of Pennsylvania State University, with a BSBA in Finance. While attending school, she studied Finance and Business, with concentrated studies in personal finance. She was an active member of the school’s Finance and Investment Club.
Shawna has a passion for health and fitness, as well as working and helping people. She enjoys being a member of Harrisburg’s Young Professionals, where she participates in many philanthropy projects in addition to attending business networking events.
In her free time, Shawna loves to do anything active; from running races to attending yoga and cycling classes. Lately, much of her free time has been spent planning for her wedding to Andrew Blasco, which is to take place in Fall 2016.
Care & Commitment
Many of Jack’s long time clients are more like family than clients. Consider Wilma for example.
Jack started working with Wilma and her husband the year he joined Snavely Associates, in 1991. At that time, he helped them with several small investments. When she was nearing retirement, he helped plan her retirement income needs, taxes, Medicare coverages, long term care insurance, and estate planning.
When her husband passed away suddenly, he was there for her – at the service but more importantly afterwards. He helped her go through all the paperwork, transfer of assets, beneficiary changes etc. Jack and Wilma stayed close and got together for lunches or dinners outside of work appointments.
Years later he advised her on protecting her assets from potential costs of a nursing home and set up estate planning techniques which minimize income and inheritance taxes for her daughter. When Wilma relocated and sold her house, he helped her with the details, went to settlement with her, and invested the proceeds.
Now they meet every 3 months to stay on top of any changes in her life or her finances. If she needs advice or gets something in the mail she’s not sure about – she calls. Jack’s office takes care of her tax return each year and she still bakes him peanut butter fudge a couple times a year.
Investment Advisory Services offered through O.N. Investment Management Company and Snavely Associates Financial Services.
Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794.
Snavely Associates Financial Services is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.