Meet the Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Eddie Thomas

717-533-3020

eddie@yourwm.com

Text Number: 717-500-1762

Kerin Foley

Financial Advisor

717-533-3020

Kerin@yourwm.com

My name is Kerin Foley, and I am a financial advisor based in Hershey, PA. With over 10 years of experience in the financial industry, my goal when working with clients is to provide personalized investment and financial planning...

Tom Zewe

717-533-3020

tom@yourwm.com

Meet the Team

Eddie Thomas

Frederic Cassivi

Jeff Buchanan

Kerin Foley

Tom Zewe