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About Us
A Team Defined by Discipline and Purpose

AboutWhere Intention Meets Execution

About
Where Intention Meets Execution

We built this firm on the belief that successful financial planning requires more than good intentions — it requires structure, discipline, and an unwavering focus on the details. Every strategy we develop begins with a deep understanding of our client's financial picture, risk tolerance, and long-term objectives. We don't take shortcuts, and we don't offer cookie-cutter solutions. Our clients work with us because they want a team that treats their goals with the same rigor they would. That's the standard we hold ourselves to, and it's the reason our practice continues to grow through client referrals.

What Makes Us Different
Built on Principles That Put You First

The way we work isn't accidental — it's the result of clearly defined principles that guide every decision we make on your behalf.

Our Mission

Our mission is to guide clients through life’s financial journey with clarity and confidence, delivering thoughtful advice built on trust, collaboration, and deeply personalized care.

Our Values

  1. Integrity & Trust: We do what we say we’re going to do. Our actions and words align, creating reliability that our clients can confidently depend on. 
  2. Cultivating Relationships: We actively build and nurture meaningful partnerships. We care deeply for our clients and one another, fostering relationships built to last. 
  3. Communication: Clear, consistent dialogue and reliable responsiveness are the foundation of everything we do. 
  4. Commitment to Excellence: We are driven to master our craft and continually grow, so we can confidently stand behind every recommendation we make. 
  5. Culture of Fun: We believe a sense of joy brings out our best and helps our clients feel at ease throughout their financial journey. 

Meet The Team
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Cody Morris

Cody Morris, PE, CFP®

Managing Partner, Financial Planner

Christopher Pajak

Christopher Pajak

Managing Partner, Financial Planner

Emily Reading

Emily Reading

Partner, Financial Planner

Brinton Motto

Brinton Motto

Partner, Financial Planner

Dan Rasmus

Dan Rasmus

Financial Planner

Deborah Pajak

Deborah Pajak, ChFC®, CLTC®, CFBS®

Agent Emeritus

Staff

Ruby Mcpherson

Ruby Mcpherson

Client Services

(717) 791-3321

Stephanie Jacobs

Stephanie Jacobs

Client Services

(717) 791-3422

Stacey Malzi

Stacey Malzi

Client Engagement

(717) 791-3338

Savannah Shreiner

Savannah Shreiner

Client Engagement

(717) 791-3357

Tracey Reading

Tracey Reading

Client Engagement

(717) 791-3498

Greg Bogden

Greg Bogden

Client Engagement

(717) 891-3486

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Schedule a Consultation