Jim lives in Gettysburg with his wife, Julie and their two children, Addy and Sam. He started his career as a financial advisor in 2003. He achieved his Certified Financial Planning certification in 2009. He enjoys cycling, golf, cooking, and traveling with his family. While he doesn’t really enjoy it, he does run a great deal.
Jamie started his career as financial advisor in 2006, and is now a managing partner with Advent Partners. He has grown the practice by delivering top-notch service and financial wisdom based on client’s goals and values. He has four children with his wife, Pam, and is actively involved in family life. He enjoys working on his golf game when he has time.
Chris joined the financial planning field in 2011 and now serves as both Advisor and Practice Manager of Advent Partners. The idea of working together with Jamie was hatched at Cedarville College and came to fruition fifteen years later. Chris is happily married to his wife, Leslie, and they have two kids. He is involved with Trail Life at his church and enjoys biking and cooking with his family.
Jeremy lives in Emmitsburg, MD with his wife Shelby. He joined our team in 2021 after five years in the industry. He obtained his Certified Financial Planning certification in 2019 and is passionate about assisting our clients in making their financial goals a reality. He enjoys hiking with his dog Blue, running, cheering for the Baltimore Ravens, and participating in his local church and community.
Gretchen acts as the liaison between our clients and their Advisor and is responsible for helping our clients put their financial plans into place. She is fully licensed and finds joy in getting to know our clients. She enjoys trying to keep plants alive, camping with her husband, Brian, being a dog mom, and volunteering at a local animal rescue. A West Virginia native, you can often find her outside without her shoes on.
Colin joined the practice now known as Advent Partners, in February 2020. He is a graduate of Messiah College where he earned his Bachelor of Science degree in Finance in December 2019. He earned his CFP in January 2022, and is passionate about helping clients determine their goals and identifying a clear path toward achieving them. Outside of work, Colin enjoys spending time outdoors and traveling. Some of his favorite hobbies include surfing, snowboarding, and hiking.
Holly is a Client Relationship Manager at Advent Partners where she coordinates and assists with client meetings. Although Holly is new to the financial planning field, she is excited about learning and growing in her current role, as she did in her previous career. She lives in the Gettysburg area with her husband, Luke, and daughter, Isabella. She enjoys hiking and spending time with family and friends.
Lindsey graduated from Bryn Mawr College with a degree in English Literature. After working in the manufacturing and design industry, the financial planning world offers an exciting change of pace and a client-focused environment that is more fulfilling. Lindsey resides in Mechanicsburg and her favorite activities include collecting books, traveling, and movie nights with her family.
Sheri recently joined Advent Partners in June of 2023 as our Executive Assistant. She is looking forward to learning all that she can in her new role and being both a helping hand and friendly smile to staff and clients. Sheri is a native of California but loves Pennsylvania and resides in a rural area just outside of Gettysburg. While not at work she enjoys singing with a local chorus, creating art, sauntering through the woods, and birdwatching.