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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jill D. Shambach

Vice President / Investment Executive

(570) 568-2644

(570) 568-0455

[email protected]

In 2001, Jill joined the team as Assistant Vice President and Investment Representative, and has since been promoted to Vice President and Investment Executive. She has completed...

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James A. Shaffer

Vice President / Investment Executive

(570) 238-8308

(570) 473-3139

[email protected]

James A. Shaffer serves as Vice President and Investment Executive. Shaffer is a graduate of Penn State University with a Bachelor’s Degree in Corporate Finance, and brings 16 years of banking experience. His goal is to provide...
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Stephanie L. Young

Investment Executive

(570) 568-2610

(570) 568-0455

[email protected]

Stephanie is a support staff member of the Susquehanna Financial Solutions team. She holds a Series 6, Series 63 and insurance licenses and manages her own book of business. She has been with Susquehanna Community Bank since 1997...

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