Meet Our Staff
A native of Nebraska, Jackie received her undergraduate degree in Liberal Arts from the University of Nebraska. Jackie holds the Certified Financial Planner Designation from the College for Financial Planning and her firm is licensed as a Registered Investment Advisor. She maintains the Series 7, 24, 63 and 65 securities registrations as well as life and health insurance licenses, and is a Registered Representative of INVEST Financial Corporation. She has owned her own full service financial planning firm since 1990. Serving clients in 29 states, Ms. Powell specializes in the needs of individuals and families in transition. A noted speaker on topics related to financial planning, Jackie is frequently requested to address area businesses and organizations including the Pennsylvania White House Conference on Aging. She has been a featured columnist for The Harrisburg Patriot-News “Consultant’s Corner”. In 1999, she was named as one of the top 50 Women in Business in Pennsylvania by Governor Tom Ridge. She is the past president of the Central Pennsylvania Association of Women Executives, Cumberland County Estate Planning Council and the Financial Planning Association of Central Pennsylvania. She has also served on the board of directors of the Carlisle Area Chamber of Commerce, the Carlisle YWCA, Leadership Cumberland and the Carlisle Industrial Development Corp. Over the past 19 years, she has mentored over 20 students through the Dickinson College internship program. Her current community involvement includes her position as Board member and past chair for the Carlisle Area Health and Wellness Foundation. She is also member of the Carlisle Borough pension advisory committee, Cumberland County Historical Society budget committee, YWCA finance committee and Advisory Board for the Cumberland County Domestic Violence Services. In 2007 Jackie was elected to membership in "Cather Circle"; a select group of women graduates of the University of Nebraska. She was named the Cather Circle Alumna of the Year in 2010.
Chrissy is a Registered Sales Assistant for INVEST Financial Corporation. She supports Jacqueline L. Powell, CFP, by interacting with prospective and current clients on a daily basis. Her primary responsibilities include providing account and market information to clients, executing transactions to include securities orders, performing service transactions for clients, providing investment analysis and generating reports. Chrissy worked with Orrstown Bank as a Trust Officer and Financial Representative for seven years prior to joining the firm in September 2009. Prior to that she was employed by LPL Financial Services where she began her career in the Financial Services Industry. She graduated from the University of Pittsburgh in 1999 where she studied Finance and Economics. She is also a graduate of the University of Freiburg in Freiburg Germany where she studied International Business. Chrissy has been working with individuals and small business owners for more than 10 years in the areas of Financial Planning and investment needs. She currently holds her series 7 and series 63 securities registrations. She is continually expanding her knowledge and experience through a combination of continuing education and ongoing client meetings. Chrissy is a native of Mechanicsburg. She spends her free time enjoying her family and friends and coaching soccer. She is also an active member in her church activities.
KERRY R. LUEH As chief administrator of our Office of Supervisory Jurisdiction, Kerry works closely with the Principal of the firm to maintain records and files per FINRA and SEC regulations. She is the main point of contact for our branch audits and coordinates the implementation of ongoing industry compliance requirements for the firm. Kerry also assists the Principal of the firm in overseeing all operations and projects for the firm. Kerry is an Administrative Associate of INVEST Financial Corporation.
Susanne oversees the daily operations of the office and is the primary point of contact for all client administrative requests (including account set up, transfers, check requests, etc). In addition, she also coordinates marketing and client events. Susanne is an Administrative Associate of INVEST Financial Corporation. A lifelong resident of Carlisle, Susanne joined the firm in August of 2006.
Ashleigh is our Research Assistant. She is a recent John L. Grove College of Business Finance graduate from Shippensburg University. She participated in their Investment Management Program where the class got to experience being portfolio managers, with oversight from the finance professors, of a real dollar endowment fund. Currently Ashleigh is continuing her education, studying for the Series 7. Ashleigh is an Administrative Associate of INVEST Financial Corporation. Ashleigh previously worked for H&R Block as Client Service Coordinator, for 6 years. She hopes to continue learning about the financial industry and expanding her responsibilities.
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SUSANNE LANHAM
ASHLEIGH SWARNERContact Info
43A Brookwood Ave Ste. 6
Carlisle, PA 17015
Map and Directions
Phone: 717-258-0751
Fax: 717-258-9731