WHO WE ARE - OUR TEAM

About Our Team

The Advent Partners team is comprised of a dedicated group of individuals with diverse backgrounds ranging from finance and legal to hospitality. They all have strong ties to the community, whether through church, sports, or volunteer efforts and charitable causes.

As a practice, Advent Partners strives to maintain strong connections with their community to better connect their clients with volunteer opportunities and passions to pursue, along with charitable causes to support. “ Money is a tool for a larger purpose and is not the goal.”

Jim Dunlop, CFP®

Wealth Advisor / Managing Partner

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.

Haya Mohanna

Advisor / Director, Investment Operations

Haya was born in Gaza, Palestine and she is the oldest of five children. She graduated from Gettysburg College ‘17 with a Mathematical Economics major and started working with the Advent Partners team shortly after. She aspires to be a financial advisor with a focus on investing and asset management. She enjoys boxing, photography, kayaking and painting. She currently lives in Harrisburg with her cat, Tigger!

Sonja Brown

Paraplanner / Director, Financial Planning Operations

Sonja entered the financial field after graduating from college in 2000. She enjoys cooking, sewing, and performing in her church’s handbell choir. Sonja also spends quite a bit of time playing taxi driver for her two children and is looking forward to the day that they earn their driver’s licenses!

Elaine Milhimes

Director of Marketing

Elaine lives outside Gettysburg with her husband, Ron. They have two young adult sons. After college and working in the hospitality industry for many years, Elaine joined Jim’s team in 2017. Some of Elaine’s passions include the great outdoors, camping, and relaxing walks.

Diane Joiner

Relationship Manager

Diane grew up in Adams County and now lives in Gettysburg with her son, Sam. She has worked at Advent Partners since 2018. She is active at her church and in the special needs community. She also enjoys exercising, reading, and traveling. Although she enjoys all professional sports, she loves going to baseball games!

Holly Rosensteel

Executive / Strategic Assistant

Holly Rosensteel is an Executive Assistant 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.

Set an Appointment

In order for us to provide you with services that are tailored to your needs, we encourage you to schedule a meeting.