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...
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...
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...
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...
