Partner & Chief Human Resources Officer
Serving clients in our Lancaster office, Vanessa Zook began her career in financial services in 2012 and maintained a solo practice as a financial advisor. In 2017, believing in the power of a strong team, she joined Planning Strategies Inc. as a part of the firm’s succession plan. She maintains the same role here at PSI Capital Management and holds various securities licenses. In March 2021, Vanessa obtained her Certified Financial Planner®(CFP®) Certification. Learn more about the CFP® Certification.
Prior to launching her financial services career, Vanessa spent ten years working in several small Lancaster-based businesses holding various roles. In addition, she spent time as a business consultant working with business owners, leaders and managers.
Professional Degrees & Industry Designations
- NYU School of Professional Studies - CFP Certificate, 2021
- Millersville University of Pennsylvania – MBA, 2008
- University of Pittsburgh – BSBA, 2003
- Delta Sigma Pi – Professional Business Fraternity
Professional Affiliations/Memberships
- Certified Financial Planner Board of Standards, Inc. (CFP Board)
- The National Association of Personal Financial Advisors (NAPFA)
- Lancaster Society for Human Resource Management
Community Involvement
- Frontline Ministry Volunteer - Community Fellowship Church
- YWCA Lancaster – past Business Development Committee Member
- Lancaster Society for Human Resource Management – past
- Workforce Readiness Committee Member
- Hospice and Community Care – past In-Patient Unit Volunteer
Outside the Office
From growing up in Lancaster County to exploring the world, Vanessa blends her deep local roots with a passion for global travel, staying active, and creating meaningful connections. While attending the University of Pittsburgh, she studied and interned abroad in London, England at the Royal Automobile Club. She has walked several Camino de Santiago routes across Europe, as well as part of the Appalachian Trail for our annual Hike 4 Tikes. Beyond her travels, Vanessa stays active lifting weights, hiking, and gardening—and can often be found enjoying a mid-afternoon espresso. She speaks some German, has been learning French since 2000, and has picked up a little Spanish along her journeys. She actively attends Community Fellowship Church and loves spending time with family and friends - especially when it involves cooking and eating really good food.