Wealth Management and Financial Strategies

Scott Monger

Financial Advisor

Scott has been in Financial Services Business for over 33 years, with a particular focus on retirement planning for the last 20 years. He served for four years in the United State Air Force before returning to Lancaster to start his current career. Scott prides himself on servicing his clients in a way that benefits them and their families. Scott builds lifelong relationships, with the goal of being the professional you want to return to for all of your financial planning needs. Scott resides in Leola, PA, with his wife Diana and has three sons and one daughter.

Isaiah Monger

Client Service Associate

Isaiah was born and raised in Leola by his parents, Scott and Diana, with his three siblings, Zachary, Logan, and Karli. He enjoys vacationing in Ocean City, New Jersey, during the summer with family. He also tries to visit his brother Zach in Naples, Florida, as much as he can! Isaiah enjoys exercise, golf, snowboarding, and supporting all Philly sports teams. Isaiah graduated from West Chester University with a major in Professional Studies and two Minors in Accounting and Business Management.

Karen Miller

Client Service Associate

Karen is a local from New Holland who returned to Lancaster after more than twenty years out of the area, travelling with her husband as he served in the US Navy, stationed in Norfolk/Virginia Beach, VA, Tampa, FL, and Waldorf, MD. Karen enjoys shopping, NASCAR, Penn State football, eating out, and spending time with her family. She is a member and regularly attends New Holland United Methodist Church. Karen lives in Bowmansville with her husband Jeff and their two dogs. Their son and his wife live nearby in Lancaster, PA.