Empowering Your Financial Future, One Strategy at a Time.
At Liberty Financial Strategies, we believe that everyone deserves to live their best financial life. Our team of experienced financial advisors is dedicated to helping individuals, families, and business owners in Central PA achieve their financial goals and secure their financial futures.
Our Mission
Our mission is to provide personalized financial guidance and expertise to help our clients make informed decisions that align with their values and objectives. We take the time to understand our clients' unique situations, concerns, and aspirations, and develop tailored strategies to address them. Whether you're a business owner looking to transition your company, a family seeking to protect your estate, or an individual planning for retirement, we are committed to helping you achieve financial confidence and peace of mind.
Our Services
We offer a comprehensive range of financial services, including:
- Personal Strategies: Retirement income planning, financial protection, investment options, education funding, and estate planning
- Business Strategies: Business succession planning, transition planning, key person planning, special executive benefit planning, employee perks programs, deferred compensation funding, and overall employee retention plans
- Retirement Strategy: Retirement income planning, financial protection, and estate planning
- Estate Planning: Will preparation, trust creation, probate avoidance, and asset protection
- Business Succession Planning: Guidance through the succession planning process, transitioning a family- or closely-held business, and ensuring the long-term health of your company
Our Team
Our team of experienced financial advisors has decades of experience guiding Central PA business owners, individuals, and families on their financial journeys. Meet our team of experts:
- A. Wesley Carr Jr., Financial Advisor, CLTC, ChFC, CFBS
- Andrew Sedora, Financial Advisor
- Clinton Simmons, Financial Advisor
- Paul Broomell, Financial Advisor
- Jeff Emerich, Financial Advisor, Certified Family Business Specialist
- Jen Clark, Director of Operations
- Morgan Czop, Client Relationship Manager
- Michelle Zink, Client Relationship Manager
- Brandon Paige, Client Relationship Manager
- Kim Caruso, Client Relationship Manager
- Whitney Sweppenhiser, Client Relationship Manager
- Michele Hennel, Client Relationship Manager
Why Choose Us
At Liberty Financial Strategies, we are committed to providing exceptional service, expertise, and personalized attention to each of our clients. We take the time to understand your unique situation and goals, and develop tailored strategies to address them. Our goal is to become a trusted advisor you can rely on to help you achieve financial confidence and peace of mind.
Our Process
Our personalized process begins with asking the right questions, hearing your concerns, and discussing your options to help you meet your financial goals. We work closely with you and your other professional advisors to help reach your stated goals. Our goal is to get to know you and to become a trusted advisor you can rely on.

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