Broker Check
 

&nbps;

 

Team

At Hershey Wealth Advisors, LLC, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. As the Lead Advisor and Principal of the firm, Greg Richards oversees and is responsible for all client service matters. As Support Advisor, Scott Lumbatis assists with portfolio management and financial planning. Greg and Scott are supported by Client Service Assistants Beth Ail, Kelly Jo DiVittorio and Deborah Blouch. Tim Ail provides tax and insurance assistance and serves as the firm’s Office Administrator. Karen Sopko serves as our initial client point of contact as our Administrative Assistant.

 
As the founder and owner of the firm, Greg is responsible for all client service, investment, insurance, tax and financial matters for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, Greg...

Read more

As a Support Advisor, Scott assists clients with investment portfolio design, rebalancing and trading. Scott also assists with the preparation of financial and retirement analyses, as well as with income tax preparation. Prior to joining...

Read more

Beth A. Ail

Client Service Assistant

(717) 533-0656

(717) 533-0707

As a Client Service Assistant, Beth assists clients with new account set-up, servicing existing accounts and serves as the firm’s primary tax preparer. Beth has been involved in financial services, both directly and indirectly,...

Read more

Timothy S. Ail

Office Administrator

(717) 533-0656

(717) 533-0707

As Office Administrator, Tim is responsible for firm accounting, human resources, and information technology. Tim also coordinates the firm’s income tax preparation practices and assists with life, disability and long term care...

Read more

Deborah K. Blouch

Client Service Assistant

(717) 533-0656

(717) 533-0707

Debbie serves as a Client Service Assistant providing administrative support as it relates to communications with clients and outside firms and agencies. Specific responsibilities include estate planning support. Debbie began working...

Read more

Kelly Jo DiVittorio

Client Service Assistant

(717) 533-0656

(717) 533-0707

As a Client Service Assistant, Kelly Jo assists with new account set up, account servicing, cashiering and distributions. Kelly Jo began working in financial services in 2009 as an assistant to Greg Richards. Prior to her working in...

Read more

Karen L. Sopko

Administrative Assistant

(717) 533-0656

(717) 533-0707

As the firm’s Administrative Assistant, Karen provides the initial point of contact for most client service matters. Prior to beginning in financial services with Ail’s Financial Services in 2015, Karen had worked for TE...

Read more