Justin Schmoyer
Financial Planner & Investment Advisor Representative
Preparing for that next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I can help!
I provide total financial needs analysis and help you with:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
Personal
- Graduated from Kutztown University
- Enjoys skiing, fishing, hunting and spending time with family
- NAIFA member
Kasey Hausman
Client Service Specialist
Kasey brings a wealth of experience in the financial and real estate markets, coupled with a dedication to providing outstanding support and service. As your Client Service Associate, she plays an essential role in fostering trusted client relationships, meticulously managing details, and assisting clients in achieving their financial objectives. Based in the Lehigh Valley with her husband and four children, Kasey is passionate about serving her community and is committed to ensuring a seamless, high-quality client experience marked by professionalism and genuine care.