Shae Hess CFP

Shae is a York county native who started in the financial services industry in 2016.  He graduated from Millersville University in 2014 with a Bachelors in Finance.  He has completed the Retirement Income Certified Professional (RICP) designation, holds Series 7/63 securities and health/life insurance licenses and earned his Certified Financial Planner ® designation in 2022.

Shae’s role is to provide an array of support services for our clients and team members.    

In Shae’s time off he volunteers to help run a local non-profit organization and he is a passionate Notre Dame football fan. 

“I really enjoy working with our clients, both in face-to-face meetings and behind the scenes, to help them solve problems and to reach their financial goals.  No day is the same.  I love the financial planning profession because it is the cornerstone to finding personal financial success, both now and in the future.”

Phone 717-814-5115