Our Process

Education is the foundation underlying each step of our process.

Our clients seek to know more than they knew about financial matters before working with us. With the goal of continually educating, we enjoy providing information to clients so they are fully informed and make choices they feel good about. We value educating over selling.

Here are the steps in our process with you:

Getting to know our clients is the first step of our partnership. We learn all about your goals regarding your future financial needs. We also get clear at this stage about how we can help you most and point you to the best advisors for your situation.

At this stage, we collect any and all information you can provide us. We look deep into your financial matters and get all the facts and stats possible. Being thoughtful at this step lays the groundwork for a successful long-term plan.

Now we create a bigger picture from the numbers we’re seeing in the data. We may find patterns in spending, opportunities to invest, or tax strategies not being optimized.

This is the exciting part. We formulate a financial plan that you like, understand, and can implement. Your plan is completely customized to you and will help you work toward achieving your long-term goals.

During this stage, we each carry out our responsibilities, and the plan gets put into action.

Here’s where our firm differs from others. During this stage, we keep a close eye on the progress of your plan and your goals. We keep in contact with you and make any agreed necessary adjustments. With this step of the process, you can feel confident your financial plan is changing and growing with you and the economy.

Our ultimate goals of educating our clients and building sound relationships with everyone we serve are woven throughout our financial planning process. Whether you are looking for financial or retirement planning, we’re here for you.

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Alliance Financial 
Phone: (610) 376-5981
12 Commerce Drive
Wyomissing, PA 19610

Alliance Financial 
Phone: (717) 258-0751
43A Brookwood Avenue Suite 6
Carlisle, PA 17015

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Indigo Marketing Agency to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, MemberFINRA/SIPC. Investment Advice offered through Alliance Financial, a registered investment advisor and separate entity from LPL Financial.

CRPS conferred by the College for Financial Planning.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Pamela Smith

Client Services Specialist

Pamela oversees the daily operations of the Wyomissing office and is the primary point of contact for all client administrative requests for that office. In addition, she assists with ongoing client communications and all client events. Pam is also a Notary Public for the Commonwealth of Pennsylvania.

Pam has spent the past thirteen years as a Client Service Manager with a different financial advising practice located in Myerstown, PA. Before that position, she worked twenty years in the banking industry in various roles, including Assistant Branch Manager. Pam also spent eight years working at a local school district in accounts payable/payroll.

Outside of the office, Pam lives in Myerstown, PA, with her husband Daryll and has one grown daughter. She loves to travel, especially to the beach for their annual family vacation, enjoys cooking, baking, reading, and taking walks.

Susanne Burke-Hvizdos

Client Services Specialist

Susanne oversees the daily operations of the Carlisle office and is the primary point of contact for all client administrative requests. In addition, she maintains ongoing client communications and oversees all client events. She maintains her PA Life and Health Insurance licenses and is a Notary Public for the Commonwealth of Pennsylvania.

A lifelong resident of Carlisle, Susanne joined the firm in August of 2006. Susanne is looking forward to fostering relationships with current and future clients.

Kerry Luehrs

Operations Manager

Kerry oversees all operations and projects of the firm.  In addition Kerry works closely with the Principal of the firm to maintain records and files per FINRA and SEC regulations. She is the main point of contact for our branch audits and coordinates the implementation of ongoing industry compliance requirements for the firm.

Kerry joined our firm in June 2006 and holds the Series 6 and Series 63 securities registrations held through LPL Financial. Prior to this Kerry worked for a non-profit organization as a Residential Supervisor providing support and assistance in daily life skills to individuals with intellectual disabilities.

Stephanie L. Baity

LPL FINANCIAL ADVISOR, CFP®

Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional, she maintains the Series 7 and 66 securities registrations through LPL Financial as well as her PA Life and Health Insurance licenses. She brings over fifteen years’ experience working in the financial services industry.

Stephanie works to provide the firm’s clients with the highest degree of professional service to include portfolio management, research, trade execution and on-going financial planning services and investment advisory consultation.

A long time Carlisle resident, Stephanie received her B.A. and M.S. from Shippensburg University. She has been involved in several community nonprofit committees and has been a volunteer for Junior Achievement. She currently serves on the Finance board for the YWCA of Carlisle, and is involved in several capacities with the Carlisle United Methodist Church. In her spare time, Stephanie enjoys running and spending time with her family and friends.

Jacqueline L. Powell

CERTIFIED FINANCIAL PLANNER ™

A native of Nebraska, Jackie received her undergraduate degree in Liberal Arts from the University of Nebraska.

Jackie holds the Certified Financial Planner Designation. She maintains the Series 7, 24 and 63 securities registrations through LPL Financial as well as life and health insurance licenses.

Ms. Powell specializes in the needs of individuals and families in transition. In the past, as a noted speaker on topics related to financial planning, Jackie has been asked to address area businesses and organizations including the Pennsylvania White House Conference on Aging. In 2015, Jackie was awarded the Women of Influence Award by Central Pennsylvania Business Journal. In 1999, she was named one of the top 50 Women in Business in Pennsylvania by Governor Tom Ridge.

Jackie is the past president of the Central Pennsylvania Association of Women Executives, Cumberland County Estate Planning Council and the Financial Planning Association of Central Pennsylvania. She has also served on the board of directors of the Carlisle Area Chamber of Commerce, the Carlisle YWCA, Leadership Cumberland and the Carlisle Industrial Development Corp and was past chair of the board of Partners for Better Health (formerly Carlisle Area Health and Wellness Foundation). Since she started her firm, she has mentored over 20 students through Shippensburg University and the Dickinson College internship program.

In 2007 she was elected to membership in the Nebraska Women’s Leadership Network, a select group of women graduates of the University of Nebraska. She was named the Alumna of the year in 2010.

Eric Mischler

FINANCIAL ADVISOR

After a successful prior career as a Client Relationship Manager, Eric fulfilled his goal of becoming a Financial Advisor and obtained a General Securities Series 7 registration as well as a Series 66 registration held through LPL Financial. By working with each client to understand and determine their financial needs and objectives, Eric assists individuals and businesses in working toward those objectives by developing and implementing a customized strategy with each client. He brings a relaxed, approachable style to his work and looks forward to helping you in the future.

Eric earned a Bachelor’s degree in Finance from the University of Pittsburgh. Eric resides in Sinking Springs, PA with his wife Kara and their three daughters. In his personal time Eric enjoys spending time with his family, golfing, working out, and reading.

Thomas Drexler

FINANCIAL ADVISOR

Tom grew up in Wernersville, a small town in Berks County. He graduated from Conrad Weiser High School and attended Shippensburg University, where he earned a bachelor’s degree in Finance. In 2011, Tom participated in Shippensburg’s study abroad program and attended the University of the Sunshine Coast in Sippy Downs, Australia. In 2014, he moved to Lancaster County, where he still resides with his wife, Samantha.

As a Financial Advisor, Tom is committed to helping individuals and businesses pursue their financial objectives. Tom underwent extensive training in 2015 regarding Social Security. He regularly attends industry training and educational events to stay up to speed with the ever changing landscape and to continue furthering his professional skills. He likes to spend his free time traveling, cooking or on the golf course.

Thomas Drexler

FINANCIAL ADVISOR

Tom grew up in Wernersville, a small town in Berks County. He graduated from Conrad Weiser High School and attended Shippensburg University, where he earned a bachelor’s degree in Finance. In 2011, Tom participated in Shippensburg’s study abroad program and attended the University of the Sunshine Coast in Sippy Downs, Australia. In 2014, he moved to Lancaster County, where he still resides with his wife, Samantha.

As a Wealth Advisor, Tom is committed to helping individuals and businesses pursue their financial objectives. Tom underwent extensive training in 2015 regarding Social Security. He regularly attends industry training and educational events to stay up to speed with the ever changing landscape and to continue furthering his professional skills. He likes to spend his free time traveling, cooking or on the golf course.

Kevin Fox

Financial Advisor

As a CFP® and an active member of the community, Kevin is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Kevin grew up in Lebanon County. He graduated from ELCO High School and earned a bachelor’s degree in Finance from Penn State University. In 2000 he accepted a position with Ameriprise Financial where he worked until 2006. He became President of Alliance Financial in 2006 and was affiliated with INVEST Financial Corporation until 2018 when the advisors of Alliance Financial joined LPL.

Maintaining a strong sense of community and a solid professional foundation are very important to Kevin. Kevin serves as the Mount Aetna Lions Club President. Kevin enjoys watching football, running, travel and vacationing at the beach. Kevin resides in Wernersville with his wife Michelle and son Bryce.