Lawrence R. Sherman, CFP^®, has worked as an investment advisor and financial planner since 1987. Prior to that time, he was a CPA supervisor with a local accounting firm and also had previously served with a national firm. His clients include individuals and small businesses, with a concentration on retirement and estate planning. He is also a registered representative of Commonwealth Financial Network.

Larry's education includes a bachelor of arts degree in psychology from Boston University, a master of science degree in special education from Pennsylvania State University, and a certificate of achievement in accounting from Franklin & Marshall College. He completed the coursework and earned the Certified Financial Planner^® designation in 1989.

James L. Werst, CFP^®, began his financial planning career in 1984. He works with individuals and businesses and has been heavily involved in professional organizations, including a period as president of the Central Pennsylvania Society of Certified Financial Planners. He is also a registered representative with Commonwealth Financial Network.

Jim received a bachelor of science degree in computer science from Shippensburg University in 1978. He completed CFP^® coursework and earned the CFP^® designation in 1989.

Stephen D. Sitler is a registered representative of Commonwealth Financial Network. Steve's principal focus within our company is to assist clients in developing retirement plans and college funding, including 403(b), 401(k), IRA, and 529 plans.

Prior to joining our team, Steve was a career naval officer and, subsequently, a financial services associate with a major insurance company. Steve earned a bachelor of science degree from the U.S. Naval Academy and a master of arts degree from the Naval Post-Graduate School in Monterey, California.

CFP^®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.