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
717-695-7819
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...
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
Director of Operations
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.
Cathy Orwan
Retired