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Business: (717) 844-9494
Cell: (717) 525-0294Email: firstname.lastname@example.org
As a financial planner, I help my clients gain clarity on their financial picture, identify how their finances can connect with their values, and then walk with them through the various twists and turns that life inevitably brings our way. I’ve been fortunate to serve as a trusted advisor to hundreds of individuals and families, and that opportunity and responsibility to have a positive impact on client’s financial lives is what drives me.
I am incredibly fortunate to have had the opportunity to be mentored by advisors with both a deep understanding of the technical aspects of being an advisor, as well as the skills needed to connect and communicate effectively with those I am advising. This experience allows me to bring a depth of knowledge to my role as an advisor and benefits my clients in real and tangible ways.
My career began with an advisory firm in the Lancaster, PA area where I served for ten years, gaining valuable experience in financial planning, tax planning and portfolio management. The following three years I served as an advisor with another local firm, providing advice to over 250 households in the Lancaster area. In 2021, I co-founded Verity Wealth Advisors to further my mission of bringing high-quality services and advice to the clients that trust me as their advisor.
I live in the Lancaster, PA area where I met my wife, Ali, in 2010 and together we have three children, Benson, Hattie and Audrey. Family is incredibly important to me and it’s where I spend the majority of my time outside of work. I also love working with my hands so if I’m not advising clients or teaching my kids how to ride their bikes, you may very well find me working on our house. I also love the outdoors and spend a lot of time gardening, likely due to the fact my father was a farmer. My wife and I are members of Ephrata Community Church where we attend with our family.
Business: (717) 844-9494
Cell: (717) 645-1949Email: email@example.com
I love helping people connect what they value most with how to wisely utilize their financial resources. I have the privilege of walking through different seasons of life with my clients; from job changes to sending their children off to college, entering retirement and even the passing of loved ones. It’s a tremendous honor to be a trusted resource throughout their journey.
I spend most of my days meeting with clients, following up and executing on various financial planning matters, and assisting with the management of our client’s portfolios. I also lead our team of professionals who support the entire client service experience at Verity. Prior to becoming a full-time financial planner, I spent 7 years working in public accounting as a CPA. While I don’t miss filing tax returns, those years built a foundation of tax and accounting knowledge that I draw upon daily to serve our clients.
I have had the privilege to be trained and mentored by a few different extremely high-quality advisors before they each retired. I know I’d not be who I am today, both professionally and personally, apart from their example. It is my intent to carry on their legacy in how I treat and serve my clients at Verity.
My wife, Becky, and I met while attending Messiah College and have been married since 2008. We’re blessed to have 3 children: Aiden, Eli and Hazel. We spend much of our time together playing in the yard or joining up with our friends. I also love to be active and enjoy sports of all kinds. Some of my favorite things are taking a run on the Appalachian trail near our home, getting away to the mountains for a ski trip or meeting friends for a round of golf.
I am a member at West Shore Evangelical Free Church in Mechanicsburg, PA, and serve as the volunteer Planned Giving Advisor to Bethesda Mission in Harrisburg. I am also a member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA) and serve on the PICPA’s Personal Financial Planning Committee as well as its Investment Committee.
Megen is responsible for broad compliance functions with Almanack’s advisor network. She also takes a lead role in advising transitions, leveraging past experiences to alleviate the operational burden of a transition for the adviser. She adds significant experience to the firm’s client advocacy initiatives.
With nearly 20 years of experience in the financial services industry, and after holding various positions throughout her career, Megen has developed the knowledge base and skill set to excel in her current position. Her operational & compliance background allows her to provide insight and experience to streamline the adviser’s onboarding process and introduce added efficiencies all while maintaining a compliant perspective. Her hands-on approach to provide guidance and support is one of the key components that sets Almanack apart from other firms, as Megen prides herself in creating and growing personal relationships with each of the Almanack advisers, their staff, and their clients.
Prior to joining Almanack, Ms. Reilly has spent nearly two decades working for several Philadelphia based financial firms with top-producing advisers, supporting those advisers with her operational and compliance expertise and assisting in growing their business.
Ms. Reilly graduated with Honors from Harcum College with a concentration in Business Administration. In her spare time, she enjoys spending time with her dog, Flash, and her large close-knit family. She also enjoys the outdoors, home improvements and utilizing her creative side. Megen joined Almanack in December of 2020.
Julie services our practice through general account and portfolio administration functions. She also supports the trade desk, maintains the platform’s technology and plays an integral role in adviser transitions, often liaising with our Custodians to ensure a maximal client and adviser experience.
Julie has over 20 years of financial services experience, both direct to adviser and direct to client.
Julie joined Almanack in December of 2018.