Meet Our Team

Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service. Our staff consists of experienced professionals with a “hands on” approach to investment planning. They are dedicated to providing the detailed guidance and customer care that are required in every phase of our clients’ financial plans.

Jacqueline L. Powell

CERTIFIED FINANCIAL PLANNER ™, LPL Financial

(717) 258-0751

(717) 258-9731

jackie@jpowellassoc.com

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. She maintains the Series...

Stephanie L. Peffer

Financial Advisor, LPL Financial

(717) 258-0751

(717) 258-9731

stephanie@jpowellassoc.com

Stephanie is a Financial Advisor of LPL Financial. She maintains the Series 7 and 66 securities registrations held through LPL Financial, as well as the PA Life and Health Insurance licenses. She brings over a decade of...

Kerry R. Luehrs

Registered Sales Assistant, LPL Financial

(717) 258-0751

(717) 258-9731

kerry@jpowellassoc.com

Kerry is a Registered Sales Assistant of LPL Financial. She supports Jacqueline L. Powell, CFP® by overseeing all operations and projects of the firm, executing transactions to include securities orders, performing service...

Susanne L. Burke-Hvizdos

Client Services Specialist

(717) 258-0751

(717) 258-9731

susanne@jpowellassoc.com

Susanne oversees the daily operations of the office and is the primary point of contact for all client administrative requests. In addition, she maintains ongoing client communications and oversees client events. Susanne is an...