Broker Check

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®

Managing Partner and Financial Advisor

717-461-7828

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...

Read more

Cathy Snavely

Director of Client Services

717-461-7828

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...

Read more

Karen Messinger

Director of Operations

717-461-7828

kmessinger@willowbranchfinancial.com

As Director of Operations, Karen supports the team by overseeing office processes and helps keep us as efficient as possible. Her work includes process improvement, compliance, managing events, social media, and processing transactions.

Read more

Cathy Orwan

Retired

Cathy was a founding Partner of Willowbranch Financial Group.  After 20 years of helping clients prepare for retirement, she joined the club in 2021.  It was a challenging decision for Cathy to retire because she really cared...
Read more