ABOUT THE TEAM
We work hard to provide financial services that are designed to enhance the lives of our clients. We are committed to maintaining trust and mutual respect between our people, clients and vendors. Our commitment to the highest ethical standards helps us hire great people who really care.
Brad Paul, AAMS®, CMFC®, CPFA®
Partner and Advisor
717-695-7819
bpaul@willowbranchfinancial.com
Brad is a seasoned Financial Advisor. For over 20 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed...
Ryan Canfield, AIF®
Partner and Advisor
717-695-7819
rcanfield@willowbranchfinancial.com
Ryan has been a valued financial advisor for over 9 years. He works with many individuals and families to pursue their short and long-term financial objectives. He has built a solid practice by caring deeply for his clients...
Heather Scott
Director of Operations
717-695-7819
hscott@willowbranchfinancial.com
As our Director of Operations, Heather oversees office processes and works to help us be as efficient as possible. Her office management work includes process improvement, accounts payable, expense reports, compliance, and more. She also...
Cathy Snavely
Director of Client Services
717-695-7819
csnavely@willowbranchfinancial.com
As our Director of Client Services, Cathy is responsible for client-related communications and of course you’ll find her at our front desk greeting clients and guests. Cathy communicates with clients every day assisting with scheduling...
Karen Messinger
Administrative Assistant
kmessinger@willowbranchfinancial.com
As an Administrative Assistant, Karen supports the team by making client meeting reminder calls, preparing advisors for those client meetings, managing our social media, and other administrative tasks.
Cathy Orwan
Retired