Hannah recently graduated from Messiah University and started at Master’s Advisors in August 2022 as our Office Manager. You will see her welcoming personality at the front desk when you come into the office, will hear from her to schedule meetings, and can credit her for a well-decorated and organized office. Hannah serves on our marketing team and manages our blog and social media channels. She lives in Lititz and… Read More
Colton serves as the Relationship Manager for Garry North and Jon Thompson. His primary responsibilities include communicating with clients and assisting them with issues related to their accounts. Colton holds a degree in Business Administration and has a professional background in logistics and operations management. Colton is passionate about establishing and growing lasting relationships. In his leisure time he enjoys being outdoors with his wife, Hannah, and spending time with… Read More
Tim is our Client Service Director and is responsible for the systems, procedures and service that help give our clients the attention to detail and follow through that we strive to provide. He also serves as Relationship Manager for Lyle Hershey. Tim earned his BA in Family Studies from Messiah College and came to Master’s in 2002 with experience in both Social Services and financial planning. He earned his CERTIFIED… Read More
Jon serves as an advisor at Master’s. His desire is to help people determine their goals in life, aid them in pursuing those goals and help avoid possible pitfalls along the way. Jon brings over 10 years of experience in the insurance and financial services industry, and he holds a degree in Business Administration with a focus in Finance from Millersville University, and has also earned the CERTIFIED FINANCIAL PLANNER™… Read More
Deb is the Relationship Manager for Charles Keller. Her primary function is to provide clients with answers to questions and resolutions to problems. In addition, she helps to implement and track clients’ financial plans. She serves on the Marketing Team and enjoys planning client events for Master’s. With over 30 years’ experience in the banking industry, she has an understanding of and appreciation for establishing relationships and open communication with… Read More
Emily serves as our Hospitality Coordinator. She is in charge of scheduling for the office, servicing retirement plans, and is a part of Master’s marketing and technology teams. She spent most of her professional years working in a retail setting, which she feels prepared her well to handle client needs here at Master’s. She loves people and interacting with clients. In her spare time she enjoys spending time with her… Read More
Jennifer started at Master’s Advisors in 2015 and works behind the scenes as our client care specialist. She works to provide cohesive service to our clients by preparing materials for meetings, processing paperwork, and following up on transactions. She also serves on our technology team. When Jennifer is not working, she loves playing games and spending time with her husband and close family and friends. Best volunteer experience: I, along with… Read More
Garry is the Managing Partner at Master’s. In addition to diligently serving clients, he chairs our Investment Review Committee, oversees business development, marketing and technology efforts, and manages the client planning and service responsibilities of the office. He earned his degrees in Business Administration and Bible from Cairn University, and his Master’s in Financial Services (MSFS) from The American College of Financial Services. He has also earned the CERTIFIED FINANCIAL… Read More
Lyle is the CEO and founding Partner of Master’s. Lyle oversees the development and implementation of financial plans and works on strategic planning and business development for Master’s. Lyle holds a BA in business administration with a concentration in financial planning and economics from Grove City College. Lyle has earned the Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is a… Read More
Charles is an advisor and founding Partner of Master’s. He also serves on our Investment Review Committee. Charles earned his Certified Retirement Counselor (CRC®) designation in 2008. He previously spent several years in the financial services industry with Premier Investment Advice/The Equitable and had a successful 10-year career in equipment sales at Keller Bros. Kubota. An experience I won’t forget: Bungee-jumping from the highest legal jump site in North America A… Read More
