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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

717-461-7828

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...

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Ryan Canfield, AIF®

Partner and Advisor

717-461-7828

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...

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Heather Scott

Director of Operations

717-461-7828

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...

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Cathy Snavely

Director of Client Services

717-461-7828

717-695-7819

csnavely@willowbranchfinancial.com

Cathy joined Waddell & Reed in November 2012 and began working as Cathy Orwan’s Administrative Assistant in February 2013. She holds an Associate Degree in Micro Computer Information Systems from Harrisburg Area Community College...

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Karen Messinger

Administrative Assistant

717-461-7828

kmessinger@willowbranchfinancial.com

Karen joined the Willowbranch team in 2022. She has over 25 years’ experience as Administrative Assistant. She has worked in many different business categories and has a well-rounded set of skills.As an Administrative Assistant,...
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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...
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