We Are Proud To Announce Our Newest Financial Advisor!

Please Welcome  Vanessa Zook!

Vanessa was born and raised in Lancaster County. She graduated from the University of Pittsburgh in April of 2003 with a Bachelor of Science in Business Administration, majoring in Marketing and minoring in

Studio Arts. While she loved living in Pittsburgh and London, England (where she studied abroad), Vanessa decided to move back home because of the amazing opportunity and sense of community that Lancaster provides.  After working several years, she graduated from Millersville University of Pennsylvania in May 2008 with her Master of Business Administration. It was during her time in grad school that she discovered a keen interest in finance and cash flow.

In total, after spending nearly 10 years in the small business arena, working in a variety of capacities alongside business owners, CEOs/presidents, leaders/managers, mothers, fathers, friends and family, Vanessa discovered she was passionate about helping people live their life to their fullest potential. Vanessa began her career in the financial services industry shortly thereafter in 2012, attaining her insurance and securities licenses through Guardian Life Insurance Company of America and Park Avenue Securities. She has been practicing financial, investment and cash flow planning ever since.

During her career, Vanessa has continued her professional education in the areas of estate planning, cash flow, business planning and portfolio management and has attained both the Series 6 Investment Company and Variable Contracts Products and Series 65 Registered Investment Advisor License.  Today, she is privileged to help business owners, families and individuals employ strategies designed to maximize their life’s potential and protect, grow and enjoy their wealth one decision at a time.

Vanessa enjoys spending her free time with friends and family, being active outdoors (walking, running, hiking, etc.), taking photos, creating artwork and gardening.