Shae Hess

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 is well on his way to becoming a Certified Financial Planner ®.

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

In Shae’s time off he loves spending time with his fiancé Kelly and dog Doug.  He’s a passionate Notre Dame football fan and volunteers to help run a local non-profit organization. 

“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