Every financial advisor should bring knowledge. At Advent Partners, we bring something more: education and impact. Our team of credentialed professionals, strategists, and people-first problem-solvers helps clients create plans that feel less like formulas and more like real-life road maps.
Because when you know exactly what your plan is—and why it matters—you can stop stressing about the future and start living it.
Jim Dunlop, CFP®
Jim launched his advising career in 2003 and earned his CFP® designation in 2009. His joy lies in building long-term relationships rooted in trust and clear communication. Based in Gettysburg, Jim lives with his wife, Julie, and their kids, Addy and Sam. When he’s not serving clients, you’ll find him cooking, golfing, traveling, or running (even if he won’t claim to love it).
Jamie French, AEP®, *CPA, CFP®, CAP®, RICP®, FIC, CLTC®, CKA®
Jamie French began his career as a Certified Public Accountant before moving into the private sector as a Controller for a telecommunications company. He shifted into financial planning in 2006, earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008, and became a Chartered Advisor in Philanthropy in 2020. He completed his Master’s degree in Financial Planning in 2022. Jamie focuses on estate, tax, and charitable planning, and enjoys mentoring the next generation of advisors on the team.
Jamie has been married to his wife, Pam, for 30 years, and together they have four children, Allie, Zach, Tyler, and Sydney, plus a Cockapoo named Chewie. Outside the office, he enjoys basketball, golf, snowboarding, reading, hiking, and pretty much anything on the water. He also serves on the board of Daybreak Church.
*Certified Public Accountant (CPA), credentials awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.
Paul Dubendorf, CFP®
Ken Ferrone, CFA®, CFS®
Chris VanHart, CFP®, FIC, CLTC®, CKA®
Gretchen Duda, CFP®, MBA
Gretchen’s path to being a Financial Advisor wasn’t a straight line — she started out as an elementary school teacher, then moved into banking, before landing at Advent Partners, where she discovered that what she loves most is building real relationships with people. That winding road shaped the advisor she is today: someone who listens first, asks the right questions, and genuinely celebrates her clients’ wins. In 2025, she was honored as a Central Penn Business Journal Woman of Influence and is a 2026 graduate of Leadership Harrisburg Area. Outside the office, you’ll find Gretchen trying to keep her houseplants alive, spending time with her husband, Brian, and their four dogs, or outside without her shoes on — a true West Virginia native at heart. She’s also a lifelong hunter with sharp aim (she once dropped two deer with a single bullet) and isn’t afraid of a little adventure, having biked down Bolivia’s infamous “Death Road.” When she’s not at Advent, she’s usually finding some way to spend time with those closest to her or dote on her pack of dogs.
Colin Bernd, CFP®, MBA
Colin joined Advent in 2020, shortly after graduating from Messiah College. With a passion for making financial planning accessible and actionable, he earned his CFP® designation in 2022 and earned his MBA in 2026. He loves working closely with clients to define goals and map out personalized plans. When he’s not in the office, you’ll often find him surfing, snowboarding, or hiking.
Lil Crusan, CFS®
With over 25 years of experience in financial services, Lil joined the team in 2025. She is passionate about helping clients follow through on their financial plans and learning about what matters most to them and their families. Lil lives in Ligonier with her husband, Steve, and loves walking with her pup, spending time with friends and family, and traveling on sister adventures.
Holly Rosensteel, CFP®
Associate Financial Advisor
Holly is an Associate Financial Advisor at Advent Partners, where she works closely with clients to help them plan for their financial futures. As a Certified Financial Planner® (CFP®), Holly brings a thoughtful, detail-oriented approach to her practice, built on several years of experience in financial planning. She’s passionate about continuing to grow in her field and helping clients feel confident and informed every step of the way. Holly lives in the Gettysburg area with her husband, Luke, and daughter, Isabella. Outside of work, she enjoys hiking and spending time with family and friends.
Tony Meadows
Tony Meadows lives in Mechanicsburg with his wife, Amy, and their son, Landry. Tony began his career as a Certified Public Accountant then worked for over 14 years at a Pennsylvania public pension plan. Outside of Advent Partners, you can find Tony walking his dogs, cycling, exercising, or spending time with his family.
Shavonne Diggs
Chief Operations Officer
Shavonne’s path began in project management before she found her true passion in operations and leadership, building teams that don’t just perform but thrive. She is driven by the belief that when people are supported well at work, the impact ripples far beyond the office into their families and communities. Outside of work, Shavonne enjoys reading, cooking, and traveling the world with her husband Matthew and their children. She is also a committed mentor to emerging leaders, investing in the people who will shape what’s next.
Lindsey Kolaric
Director of Client Experience
Lindsey helps communicate the heart behind Advent’s work, showing how smart, values-based financial planning can truly make a difference. With a background in design and English literature, she brings both creativity and clarity to her role. Lindsey lives in Mechanicsburg and enjoys book collecting, travel, and movie nights with her family.
Sheri Williams
Sheri serves as the Client Service Associate at Advent Partners. Whether assisting advisors behind the scenes or supporting clients directly, she values building trust and providing excellent service. Originally from California, Sheri has happily embraced life in Pennsylvania and lives in rural Adams County with her husband, Teddy. Outside the office, you’ll likely find her creating art, enjoying cozy weekends with a good cup of coffee, walking through the woods, birdwatching, and appreciating the quieter moments that come with living in the country.
Ally Jones
Ally is the first friendly face many clients encounter. A Messiah University grad, she’s passionate about relational service and organized excellence. She spends her off-hours adventuring outdoors with her husband, Eli, or staying grounded with friends, family, and Pilates.
Christine Dubendorf
Christine brings both heart and skill to her role at Advent Partners. She has experience in education, medical office management, and co-owns a tax and payroll business with her husband, Paul. She and Paul live in Mechanicsburg with their blended family of five children. Christine loves reading, traveling, solving strategy puzzles, and catching up with friends over a great cup of coffee.
Jill Ferrone
Jill brings both care and consistency to her role supporting clients and advisors. In 2024, she added her favorite title yet: Grammy. Jill lives in Mechanicsburg with her husband, Ken, and enjoys traveling, crafting, needlepoint, and sharing good meals with family and friends.
Allie French
Nathan Clark
Polly Patrono
Marketing Specialist
But what matters most is what we help our clients do.
If you’re looking for a financial planner in Central PA who speaks your language and values what you value, we’d love to meet.
