Most people aren’t seeking our services to specifically beat the S&P 500. It’s always more personal. Mostly, we all want to spend more time with family, travel, maybe even buy a fishing boat or RV. We get that. And we can help.

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, serving until 2010 as a trusted financial advisor 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.

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. Clients then 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, our clients achieve both peace of mind and the successful results they’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 still completing her Insurance licensing and Securities exams she evolved as an integral part of the team. While still studying for those exams, she worked as Jack’s Financial Assistant and Client Service Specialist. With much passion in working with our clients and drive in her pursuit, she passed her Securities’ exams and transitioned completely into the role of a trusted advisor here.

Maintaining an outstanding level of personal service is key to our success, so we accept new clients on a limited basis. Welcoming both referrals and new relationships, we invite you to call our office for current availability.