Since starting his career as a financial advisor in 2003, Steve has prided himself on building long-term relationships with his clients while working to develop strategies that account for their future financial needs.
Steve graduated from Lycoming College with a dual major in finance and economics.
He currently lives in Danville with his wife, Andrea, and their four children. Steve enjoys being involved in organizations around Danville including Little League baseball and softball with his kids.
Jake joined the team at The Comprehensive Financial Group in 2015 with five years of previous experience in financial consultation and retail banking management. In his work as an Investment Advisor Representative, Jake draws on his background to assist clients in identifying their financial needs and developing plans to accommodate their future goals.
Jake graduated from Marshall University with a major in sports management and marketing. Additionally, he earned his master’s degree in communication from Edinboro University.
He currently resides in Loyalsock with his wife, Ashley, and their two daughters. Jake is involved with his church’s Finance Committee and loves to support local sports and organizations.
Christie joined The Comprehensive Financial Group in 2011. With over 10 years of financial services experience, she prides herself on creating long-term relationships with clients as she helps to assist in their financial needs.
Christie is a graduate of The Pennsylvania State University with a bachelor of science degree in business and a concentration in entrepreneurship. She currently holds her Pennsylvania State Insurance License.
She lives in Loyalsock with her husband, Kevin, and their two daughters.
Lauren joined the team in 2017, bringing along a strong background in banking which includes client services and compliance. Her goal here is to assist in the firm’s daily functions and serve as the first point of contact for our clients.
Lauren is a graduate of Pennsylvania College of Technology with a bachelor of science degree in business administration and a minor in financial planning.
She currently lives in Cogan Station with her son.