Our core values of Intergrity, Objectivity, and Professionalism are at the heart of all we do. We adhere to the Certified Financial Planner Board of Standard’s Code of Ethics and an ongoing commitment to learning.
As independent financial advisors, we believe every client deserves a plan specific to their needs. Our clients’ goals range from retiring comfortably, to starting a new business venture, to passing on a legacy. Every goal receives targeted planning with a focus on implementation.
Meet Our Founder
Kristin N. Hershey, CFP®, CRPC®
Kristin N. Hershey is a Certified Financial Planner™ practitioner, a benchmark certification for financial professionals. Her practice focuses on comprehensive financial planning for individuals and families, where she addresses areas such as retirement income planning, investment planning, estate planning, personal risk management, tax reduction strategies, education funding, employee benefits, and business succession planning.
Kristin graduated with a Bachelor of Arts degree from Juniata College and a Master of Science degree from Syracuse University. She obtained the Certified Financial Planner™ certification, along with the Chartered Retirement Planning Counselor℠ designation. She is a licensed general securities principal (Series 24), general securities licensed (Series 7), as well as licensed for life, disability, long-term care, health insurance, and is an investment advisor representative (Series 66).
Kristin’s multi-faceted career had her anchoring the evening news for an NBC affiliate prior to focusing her efforts on the financial services industry. She is also a member of the Juniata College Sports Hall of Fame. She is actively involved in the Women’s Business Center Organization, the YWCA, Leadership York, the Junior League, and the Financial Planning Association. Kristin is a native of York, PA and currently resides there with her son, Carson and daughter, Hadley.
Check the background of investment professionals on FINRA’s BrokerCheck.