Meet Our Investment and Wealth Management Team

Over the past 21 years with Members 1st, by putting the member's interest first, Andy provides personalized services and creates a customized plan to help pursue key financial goals such as wealth accumulation, retirement income...

Craig has been in the investment industry since 1993, and is experienced in wealth accumulation, retirement planning, retirement income distribution and wealth transfer. Craig works in the Carlisle area.

Jeff has been in the financial services industry since 1978 helping people work toward meeting their financial needs whether it be investing for retirement, providing income at retirement or helping a family be financially confident if....

Kim has helped guide clients through financial planning with a focus on wealth accumulation, confidence and independence in your retirement, and the transfer of your accumulated wealth to your loved ones for over 20 years. Kim...

Mike has been in the investment industry since 1994. He is a knowledgeable Investment Representative experienced in market and risk analysis, portfolio design and implementation. Mike covers Lancaster and Lebanon areas.

Mike has been in the investment industry since 1994. Mike concentrates his efforts toward assisting members with producing a sustainable stream of income, through time, which can keep up with the cost of living in an effort to preserve...

Michael focuses his practice around the premise that he is a resource for his client's financial goals. His philosophy is to listen to and understand each individual clients’ investment needs, both long and short term, and to...

Over the past 10 years, Tim has focused on educating his clients about retirement income planning and wealth transfer strategies. He prides himself on collaborating with clients... 

Shannon has been in the Investment industry since 2008. His background in Investments, Insurance, and Banking allow for comprehensive conversations to understand the key issues and major goals that are most important to his clients....

Eric has over 10 years of experience in financial planning. He served in the Pennsylvania National Guard for 6 years teaching him the value of building strong lasting relationships and accountability with the individuals he works with....

Jacinda has been in the financial industry for over 9 years. Her focus is to create valued and trusted relationships with our members, and to help provide clarity around retirement planning and wealth accumulation...

Austin is a Penn State graduate with a B.S. in Finance who recently joined the Members 1st team after previously working in financial analytics at J.P. Morgan Chase & Co. He prides himself on his high standards of integrity, consistent...

Brad is a graduate of Westminster high school and Carroll Community College. Brad lives in the Spring Grove area and has served as a board member for several local non-profits. Brad has been in the financial services industry since...

Jim has worked in the financial services industry for over thirty years.  He is passionate about helping individuals and families plan for their futures by offering a wide range of financial services.  Jim resides and works...

With the heart of a teacher and the passion for encouraging financial success, Tyler seeks to help members reach their financial goals with a personalized plan that suits their financial needs and interests. Tyler takes the time to...