Our People
Lee E. Kerr
CEO
717-295-8880
lkerr@crosswalkinvestments.com
- 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.
- Majority shareholder and Managing Member of Crosswalk Wealth Management Group, LLC, a firm providing business consulting and income tax preparation services.
- Lee is the father of five children and resides in Lancaster, PA.
Edward J. Plakans
COO
717-295-8880
eplakans@crosswalkinvestments.com
- 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.
- Ed is married and the father of two children and resides in Lancaster, PA.