Broker Check

Our People

"My Trusted Advisor"

Lee E. Kerr

CEO

717-295-8881

717-295-8880

[email protected]

  • Graduated from Villanova University with a B.S. in Accountancy (Magna Cum Laude).
  • Served as an Infantry Officer in USMC, attaining the rank of Major.
  • Began in the financial service industry in 1987 as a “registered representative”.
  • Passed exams and obtained licensure through Financial Industry Regulatory Authority (FINRA) for Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent State Law Exam – PA and Series 65 – Uniform Investment Advisor Law Exam.
  • Served on numerous non-profit boards including:
    • Lancaster Downtown Business Association as Board Member and Treasurer;
    • Demuth Foundation of Lancaster as Board Member and Treasurer;
    • Dayspring Christian Academy of Lancaster as Board Member;
    • Lancaster Arbor Place as Board Member; and
    • Lancaster Bible College as a Corporate Member and a Member of their Development Committee.
  • Lee is the father of five children and resides in Lancaster, PA.

Edward J. Plakans

COO

717-295-8881

717-295-8880

[email protected]

  • Graduated from Franklin and Marshall College with a B.A. in Business Management.
  • Began in the financial service industry in 1994 as a “registered representative”.
  • Passed exams and obtained licensure through Financial Industry Regulatory Authority (FINRA) for Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent State Law Exam – PA and Series 65 – Uniform Investment Advisor Law Exam.
  • Has served as a Youth Leader at Neffsville Mennonite Church since 2010.
  • Ed is married and the father of two children and resides in Lancaster, PA.