Agency Staff Directory | Resource Guide

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Addison Bartlett
Addison Bartlett
Field Leadership
Managing Partner
State College
addisonbartlett@financialguide.com
(814) 466-6295
Alyssa Windholz
Alyssa Windholz
Office of the President and CEO
Manager of Events and Engagement
Agency Events
awindholz@financialguide.com
(717) 791-3335
Amanda McKeever
Amanda McKeever
Marketing Dept.
Agency Marketing Director
uFinancial Brand Development and Management • Assistance with MassMutual Marketing Tools
amandamckeever@financialguide.com
(215) 514-8373
Amy Ramsrud
Amy Ramsrud
Compliance Dept.
OSJ Administrative Assistant
Onboarding - Training Requirements
aramsrud@financialguide.com
(717) 791-3355
Austin Wolf
Austin Wolf
Field Leadership
Managing Partner
Philadelphia
austinwolf@financialguide.com
(215) 383-2824
Beatrice Berger
Beatrice Berger
Brokerage
Brokerage Coordinator
bberger@financialguide.com
(484) 348-6267
Bev Reisinger
Bev Reisinger
Financial Team
Bookkeeper
breisinger@financialguide.com
O: (717) 791-3325
Bill Martin
Bill Martin
Field Leadership
Managing Partner
State College
wmartin@financialguide.com
(814) 404-4230
Brianna Feliciano
Brianna Feliciano
Compliance Dept.
New Business
bfeaser@financialguide.com
(717) 791-3389
Camrynn Wickenheiser
Camrynn Wickenheiser
Compliance Dept.
Supervisory Principal
camrynnstewart@financialguide.com
(717) 791-3317
Carol Sexton
Carol Sexton
Brokerage
Brokerage Director
csexton@massmutualbrokerage.com
(610) 883-2030
Chris Cocores
Chris Cocores
Office of the President and CEO
President and CEO
ccocores@financialguide.com
O: 717-791-3300
Chris Lenz
Chris Lenz
Field Leadership
Managing Partner
Mechanicsburg
clenz@financialguide.com
(717) 791-3390
Cindi Manning
Cindi Manning
New Business Dept.
New Business Coordinator
cmanning@financialguide.com
(717) 791-3304
Crystal Buck
Crystal Buck
Office of the Chief Operating Officer
Office of the COO
crystalbuck@financialguide.com
717.791.3399
Dannielle Newcomer
Dannielle Newcomer
New Business Dept.
Accountant Assistant
dnewcomer@financialguide.com
(717) 791-3361
David Nau
David Nau
Compliance Dept.
Agency Supervisory Officer
Correspondence Review Questions • Fed Seminar Review • Complaints • Privacy Breaches
dnau@financialguide.com
(717) 791-3377
Don Montgomery
Don Montgomery
Resource Center
Resource Center
Financial Planning • Proposals and Illustrations • WBC
donaldmontgomery@financialguide.com
(717) 791-3404
Erica Prest
Erica Prest
Financial Team
Assistant Bookkeeper
Agent Charges & Fees
eprest@financialguide.com
(717) 791-3433
Hailey Headrick
Hailey Headrick
Practice Development
Office Manager | SET: Lancaster
hheadrick@financialguide.com
Jamie Notz
Jamie Notz
HR/Payroll
New Business Dept.
Office & New Business Manager
Responsible for uFinancial Payroll & Benefits
jnotz@financialguide.com
(717) 791-3378
Jenn Caron
Jenn Caron
Practice Development
Investment Operations
Handles Escalations • Manages SET and Transitions • Point person for A360 and Investment Ops
jcaron@financialguide.com
(717) 580-9182
Kate Kopitsky
Kate Kopitsky
Site Coordinators
Receptionist: Exton
kkopitsky@financialguide.com
Kathy Lewis
Kathy Lewis
Compliance Dept.
Principal
OSJ Processing - Paperwork and Checks • Signature Guarantees • Client File Requirements • Off-boarding
katherinelewis@financialguide.com
(717) 791-3331
Krista Messner
Krista Messner
Office of the President and CEO
Director of Advisor Services
• Licensing & Contracting • Compensation Questions • Contract & Recognition Status • Coordination of Chris’s calendar
kmessner@financialguide.com
O: (717) 791-3309
Kyle Smith
Kyle Smith
Compliance Dept.
Agency Supervisory Officer
Trade Related Questions • General Seminar Review • Financial Planning Review • Review and Approve Outside Business Activities
kylesmith@financialguide.com
(717) 791-3376
Lori Dale
Lori Dale
Site Coordinators
Office Manager of State College
loridale@financialguide.com
(814) 466-6295
Morgan Livezey
Morgan Livezey
Office of the President and CEO
Executive Assistant
• Sprinter Coordination
mlivezey@financialguide.com
(717) 791-3368
Ryan Pereira
Ryan Pereira
Specialists Dept.
Brokerage
Life Insurance Specialist
ryanpereira@financialguide.com
(413) 575-9015
Savannah Shreiner
Savannah Shreiner
Site Coordinators
Receptionist
sshreiner@financialguide.com
(717) 791-3360
Scott Clark
Scott Clark
Technology Dept.
Lead Agency Technology Specialist
clarks@financialguide.com
(717) 791-3396
Steffon Garrick
Steffon Garrick
Technology Dept.
Agency Technology Specialist
sgarrick@financialguide.com
(717) 791-3401
Teresa Banks
Teresa Banks
New Business Dept.
New Business Coordinator
tbanks@financialguide.com
(717) 791-3345
Tom Wall
Tom Wall
Specialists Dept.
Director of Advanced Planning
twall@financialguide.com
(413) 563-0152
Vic Dupuis
Vic Dupuis
Field Leadership
Managing Partner
Kennett Square
vedupuis@financialguide.com
(610) 444-3344

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