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Vice President - Wealth Advisor

Alyssa Proctor, CFP®, CTFA

With 16 years of dedicated financial experience, Alyssa is adept at guiding clients with their Financial Planning, Estate Planning, and Charitable Giving objectives. She focuses on serving clients based in Franklin County PA or northern MD, helping them maximize and protect wealth reliably.

She earned her Bachelor of Science degree from Shippensburg University, and received her MBA from Texas A&M Corpus Christi. Alyssa has also earned several certifications important to being a Wealth Advisor -- Series 6/63/7/66/SIE, CFP®, CTFA, and is fully licensed to manage Life & Health Insurances.

Alyssa keeps involved in her community as a member of the Board of Directors at Mercy House. When not working for her clients, she enjoys time with her husband and family in Shippensburg.