As Financial Advisors at Ephrata National Bank’s Money Management Group, we understand the importance of wealth preservation and asset management. We are focused on listening to your needs and helping you develop a customized financial plan that can meet your needs and stay within your risk comfort level while understanding the financial philosophy at Ephrata National Bank.
When you partner with us you entrust us with your future…and we take that responsibility very seriously. The decisions regarding your finances are some of the biggest you’ll make in your lifetime. Fortunately, you don’t have to do it alone because our Financial Advisors are here to help. To learn more or schedule a free, no-obligation financial consultation, contact one of our advisors below.
Meet Our Money Management Group Team Members:
Joe Howe is a Certified Financial Planner® practitioner who joined ENB in October 2000. He holds a Bachelor of Science degree in Economics, with a Mathematics minor from Lebanon Valley College and a Master of Science degree in Financial Services from the American College. Prior to joining ENB, Joe worked in the financial services industry with New England Financial and John Hancock Life Insurance Company.
Joe lives in Lititz, PA. He is also a PIAA Wrestling Official.
Steve Schlissel is a Certified Financial Planner® practitioner who joined ENB in March 2012. He holds a Bachelor of Arts degree in Psychology from Syracuse University and a Master of Arts degree in Psychology from Temple University. Prior to joining ENB, Steve owned his own financial planning practice in Lancaster County for 16 years. He currently serves on the Finance Committee for the YWCA of Lancaster.
Steve lives in Lancaster, PA with his wife, Faith, and their two children, Claire and Hope.
Josh Wells is a Chartered Retirement Planning Counselor® with over 17 years of experience serving client’s planning and investment needs throughout the Lancaster County Community. Josh attended Lehigh County Community College.
As a resident of Ephrata for over 34 years, Joe and his wife Judy are active volunteers and members at the Ephrata Recreation Center as well as the Lancaster Bike Club. Josh and Judy are also doting grandparents to three, Lars, EmmyLou, and Eleanor.
To check the background of the Infinex Financial Advisors in ENB’s Money Management Group please click here to go to Broker Check by FINRA.
The Financial Planning Office is located at 809 Martin Ave., Ephrata, PA 17522
We do not provide tax advice. Consult your tax advisor.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · NOT FEDERAL GOVERNMENT AGENCY INSURED · MAY LOSE VALUE