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.
*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. ENB Money Management is a trade name of the bank. Infinex and the bank are not affiliated. **We do not provide tax advice. Consult your tax advisor.