Our Team How We Work We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help our clients better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our team approach adds perspective to all we do and provides increased benefits to our clients. Meet Our Team Aaron Barr, CRPC®, AIF® 717-270-9903 717-272-3755 firstname.lastname@example.org Since 2000, Aaron has been in the financial industry helping clients achieve their goals. As an independent advisor, Aaron is committed to putting the unique needs of each client first and is not restricted to recommending particular... Read more Beverly Barr 717-270-9903 717-272-3755 email@example.com In 1982 Beverly’s long career began in the financial planning field. Having been a teacher, Beverly was drawn toward helping educators and others plan, prepare and invest for their retirements. Beverly realized that many in the... Read more Contact Us Name Email Address Phone Message Thank you! Oops!