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 taxes to legal and 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.

Jeremy Reed, CFP®

Associate Financial Advisor

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.

Cortnie Beaver, CFP®, CRPS®

Associate Financial Advisor

Cortnie lives in Waynesboro with her husband Clarence. They have three grown children:  one daughter and two sons. She graduated with an accounting degree in 2012, and entered the investment world in 2014. She achieved her Certified Financial Planning certification in 2020 and Chartered Retirement Plans Specialist in 2021. She enjoys spending time with her family, traveling, and arts and crafts.

Diane Joiner

Customer Relations 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

Client Relationship Manager

Holly Rosensteel 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.

Elaine Milhimes

Director of Marketing

Elaine lives outside Gettysburg with her husband, Ron. They have two adult sons, and are active in their church and community. Prior to joining Jim’s team in 2017, Elaine worked in hospitality sales and marketing. She enjoys being outdoors, walking, and spending time with friends and family.

Cameron Neveu

Affiliated CPA

Cameron (Cami) lives in Gettysburg with her husband, Tom and her children, Ethan and Liam. She graduated from James Madison University with a degree in Accounting and from American University with a Masters of Taxation. She has been a practicing CPA since 2007, focusing on tax planning and tax preparation for privately owned businesses, small businesses, and individuals. She enjoys spending time outdoors, golf, running, and trying new recipes.

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.