Money is a tool to be used in life. It doesn’t buy health or happiness, but managing it wisely allows it to last or give the next generation a head start. It’s the tool that helps allow us to build memories to enjoy the rest of our lives - beach trips with family, a home project, a football game, a graduation present, or even just independence as we grow older.
At root, we’re a family business, focused on families. Through all the twists and turns they take.
Jack Snavely I founded our firm in 1967, providing insurance and investments through 2010, to all kinds of businesses and people throughout central PA. To further broaden the range of services supporting our communities, Jack II joined his father in 1991. Over the years, Jack merged the business into a financial advisory firm, offering fee-based investment management.
Like his dad, Jack believes that financial independence and a secure retirement are rooted in discipline and routine savings. Which doesn’t have to be hard! To help clients achieve this, he encourages steady investments over long periods of time. It helps you see the bigger picture, focusing on long-term goals rather than getting antsy or distracted by short-term market volatility.
Over the years, Jack has coached many clients in ignoring the things they can’t control and controlling the things they can. Using this philosophy partnered with custom financial plans helps you achieve both peace of mind and the successful results you’re aiming for.
Shawna Nale joined the business in 2015. Backed by her Finance degree and innate curiosity, she learned everything about the business―from the inside out. While completing her Insurance licensing and Securities exams she evolved as an integral part of our team. As she studied for those exams, she worked as Jack’s Financial Assistant and Client Services Specialist. With much passion working with clients like you, and some serious drive in her pursuit, she passed her Securities’ exams and transitioned completely into the role of financial advisor and company partner.
Call us to find out more: