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 an Investment Strategist, Scott Lumbatis assists with portfolio management and financial planning. Greg and Scott are supported by Client Service Assistants Kelly Jo DiVittorio and Deborah Blouch. Tim Ail provides tax and insurance assistance and serves as the firm’s Office Administrator. Karen Boltz serves as our initial client point of contact as our Administrative Assistant.
As an Investment Strategist, 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...
Barbara serves as a Client Service Assistant providing tax preparation and tax planning support, monitoring of client deposits, and client record updates. She attended Indiana University of Pennsylvania where she received a...
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...
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...