CERTIFIED FINANCIAL PLANNER™
Mike is a CFP® professional and registered principal who specialized in providing clients with comprehensive wealth management, retirement and investment planning services.
Mike is a graduate of the Wharton School at the University of Pennsylvania and has completed advanced course work in portfolio management and investment management consulting. He began his career in Syracuse, NY in 1974 and moved to Central PA in 1976 where he has served on the board of the Harrisburg Kiwanis Club and Mental Health Association.
Mike envisioned creating a fee based independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms by providing individually managed accounts. (See the Services page for more information.) In 1994 that vision led Mike to join Raymond James Financial Services and open a Registered Investment Advisor firm.
Corey joined APS Wealth Management in 2012. He helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment. From comprehensive financial planning to portfolio management, Corey’s recommendations are made solely in the interest of providing value and benefit to his clients. He works hard to help you pursue your financial goals with a focus on certainty while mitigating risk.
Corey lives in Camp Hill, PA with his wife and their two young sons. When not in the office, Corey enjoys spending time with friends and family, cooking, and camping.
Jason joined the team in 2015. A veteran of the United States Air Force, Jason uses his four years of advisory experience and his background in elder law to help his clients realize their retirement goals as well as helping them to prepare for the unexpected changes that life can bring.
A graduate of the University of Pittsburgh and the Pennsylvania State Dickinson School of Law, Jason returned to the area in 2011 to begin working as a financial advisor.
He enjoys working closely with his clients, balancing their concerns with their financial needs in order to create tailored solutions that address any number of long-term goals such as retirement planning, college savings, or wealth transfer.
Jason grew up in Mechanicsburg, attending Good Shepherd School and Cumberland Valley High School. He lives with his wife Meghan and their two children in Boiling Springs, PA.
Nancy has been a Client Services Manager since September 2000. Prior to joining APS Wealth Management she was employed by Bell Telephone and AT&T in various positions from secretary to Personnel Manager to a Project Manager handling large Fortune 500 companies. This previous experience has prepared her well to assist clients in all the operational aspects that are part of the investing experience.
A native of Central Pennsylvania, Nancy has two children and five grandchildren. She currently resides in Hampden Township with her fiancé’ Jim. Nancy enjoys reading and dancing in her spare time.
Faith joined APS Wealth Management in Camp Hill in 1994. As Office Manager, she is responsible for all aspects of running a financial office smoothly. She also serves as technology coordinator, compliance liaison and operations manager.
She has lived in the Camp Hill area for 32 years where she and Mike have raised their two children. In her spare time, Faith enjoys painting and can also be found playing a round of golf.
Plan for the future by consulting with an experienced financial advisor at APS Wealth Management. Offering far more than just annuities, we are a full-service financial planning firm.
For over 40 years, we have helped satisfy the needs of our clients by providing them with customized financial planning services. We place an emphasis on financial education, and it is our mission to help our clients learn fiscal responsibility and how to invest their assets wisely. We tailor portfolio management to each individual customer, and because we don’t subcontract this process, we provide all of the ongoing management ourselves. Being aligned with Raymond James, we are able to provide our clients with access to the incredible resources that a large firm offers, while still providing personalized small firm service. We strive to be flexible in order to meet clients’ needs, such as offering special hours to meet the unique schedule requirements of our clients who are nurses.
Our advisors are primarily local to the central Pennsylvania area, making it easy for them to understand the unique needs of our local clients. Our staff also includes certified financial planners to help you plan for retirement, save for your children’s college education, or develop a plan to reach your other financial goals.
One of the leading independent financial services companies in the United States, Raymond James has been serving clients for over 50 years. The company was founded on the idea of putting people, planning, and principles first, a mission that the organization still holds onto today. With approximately 6,700 financial advisors, over 2.7 million client accounts, and around $500 billion in total client assets, Raymond James is a respected, recognized multinational firm serving individuals, small business owners, municipalities and major corporations.
Our advisors would love to help you achieve your fiscal goals. Contact us today to begin planning for your financial future.