Stephanie L. Baity

Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional, she maintains the Series 7 and 66 securities registrations through LPL Financial as well as her PA Life and Health Insurance licenses. She brings over fifteen years' experience working in the financial services industry.

Stephanie works to provide the firm’s clients with the highest degree of professional service to include portfolio management, research, trade execution and on-going financial planning services and investment advisory consultation.

A long time Carlisle resident, Stephanie received her B.A. and M.S. from Shippensburg University. She has been involved in several community nonprofit committees and has been a volunteer for Junior Achievement. She currently serves on the Finance board for the YWCA of Carlisle, the Alumni Committee board for Leadership Cumberland, and is involved in several capacities with the Carlisle United Methodist Church. In her spare time, Stephanie enjoys running and spending time with her family and friends.