Harold is the Director of Financial Services for Rotz & Stonesifer Financial Services, LLC. He has been helping individuals and small businesses reach their financial goals since 1996, and joined the firm in 2012 to compliment the services offered by Rotz & Stonesifer, P.C.
Harold grew up in the Green Mountain state of Vermont. He graduated from Cedarville College in Cedarville, Ohio with a Bachelors of Science Degrees in Accounting and Finance. He has worked in the financial services industry in Central Pennsylvania for 20+ years.
Harold received his CERTIFIED FINANCIAL PLANNER™ certification in 2005. In addition, he also holds the Chartered Financial Consultant® and Chartered Advisor for Senior Living® designations from the American College in Bryn Mawr, PA. Harold holds the FINRA series 6, 63, 7, 65 licenses and the insurance license for life, health, disability, and long-term care.
Harold has contributed in the communities in which he has resided through various organizations including Leadership Lancaster, Lancaster Young Professionals, Harrisburg Young Professionals and the Cumberland County Estate Planning Council. Harold and his wife and daughter live in the Central Pennsylvania area.
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We have associates registered in the following states: CA, GA, MD, NM, NC, PA, TX and PA. This is not an offer to sell securities in any other jurisdiction.