BIOS

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

COREY L. BASEHORE, CFP®, C(k)P®, AIF®, CHFC®, CLU®

E: clbasehore@financialguide.com
P: 717-775-8061
  

I was born and raised in Central Pennsylvania. My mother worked two jobs while attending college and raising me on her own. I know and understand what it takes for a middle class family to get ahead which is why I decided to pursue a career in financial planning. My modest upbringing, certifications and almost 19 years of experience have fueled my passion to help others. Having earned the Certified Financial Planner® designation, my primary responsibilities are to help you improve the lives of your family, business and the surrounding community. I may be the right advisor for you if you are in need of a professional to help you achieve your financial goals and objectives.

More Information

Professional Specialties:

  • Sound Retirement Solutions
  • Retirement Plan Analysis (401k, 403b, SIMPLE IRA)
  • Non-Qualified Retirement Plans Designed for Key Employees

Qualifications:

  • Investment Advisor Representative – MML Investors Services, LLC
  • Registered Representative – MML Investors Services, LLC 1996
  • B.S.B.A in Finance-Shippensburg University
  • FINRA Series 7 Registration, General Securities
  • Certified Financial Planner ™ designation from CFP® Board of Governors
  • American College ChFC® & CLU® designations
  • fi360 Accredited Investment Fiduciary® Designee
  • Member Financial Planning Association
  • Member National Association of Insurance & Financial Advisors
  • Member National Association of Life Underwriters

Community Involvement:

Saint Katharine Drexel Church, Mechanicsburg
Big Brothers Big Sisters – Board Member
Hampton, Middlesex & Monroe Soccer U8 & U6 Head Coach
Hampton Youth Baseball Association Instructional Head Coach

SARAH J. LEER, CHFC®

E: sleer@financialguide.com
P: 717-775-8061
  

More Information

Professional Specialties:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Wealth Management Strategies
  • Life, Disability Income, and Long Term Care Insurance

Qualifications:

  • Financial Services Professional – Wienken & Associates, 2004
  • Investment Advisor Representative – MML Investors Services, LLC, 2004
  • Registered Representative – MML Investors Services, LLC, 2004
  • BSBA Economics, Shippensburg University, 2003
  • FINRA Series 7 Registration, 2003
  • FINRA Series 66 Registration, 2003
  • Pennsylvania Life and Health License, 2003
  • Chartered Financial Consultant designation, American College, 2010

Community Involvement:

Otterbein United Methodist Church
Big Brothers Big Sisters
Vickie’s Angel Walk

MATTHEW B. EBERLY

E: mbeberly@financialguide.com
P: 717-775-8061
  

More Information

Professional Specialties:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Wealth Accumulation and Management
  • Income and Family Protection Planning

Qualifications:

  • Life and Health – 2004
  • FINRA Series 6 Registration – 2004
  • FINRA Series 63 Registration – 2004
  • FINRA Series 65 Registration – 2007
  • FINRA Series 7 Registration – 2007
  • American College Courses:
    • HS318 – Insurance & Financial Planning
    • HS321 – Income Taxation
    • HS326 – Planning for Retirement Needs
    • HS328 – Investments

Community Involvement:

Camp Hill Lion Foundation

JUSTIN L. DUNWOODY, AIF®, C(k)P®

E: jdunwoody@financialguide.com
P: 717-775-8061
  

More Information

Professional Specialties:

  • Comprehensive Financial Planning to help people reach important life goals
  • Business Succession and Transition Planning to develop transfer strategies
  • Executive Compensation Plans to reward and retain key employees
  • Retirement Plan Funding (401k, 403b, SIMPLE IRA, etc.)

Qualifications:

  • Investment Advisor Representative – MML Investors Services, LLC
  • Registered Representative – MML Investors Services, LLC
  • B.S. – Pennsylvania State University
  • FINRA Series 7 Registration, General Securities
  • Member Financial Planning Association
  • Member National Association of Insurance and Financial Advisors

LONN LEBO

E: llebo@financialguide.com
P: 717-775-8061
  

More Information

Professional Specialties:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Wealth Management Strategies
  • Life, Disability Income, and Long Term Care Insurance
  • Business Succession Planning
  • Retirement Plan Analysis (401(k), 403(b), Simple IRA)

Qualifications:

  • Investment Advisor Representative – MML Investors Services, LLC
  • Registered Representative – MML Investors Services, LLC, 2017
  • FINRA Series 7 Registration, General Securities 2017
  • FINRA Series 66 Registration, 2017
  • Pennsylvania Life and Health License, 2017
  • Bachelor of Science, Minor in Economics – Grove City College, 1996

Community Involvement:

Children: Katherine, JJ, and Paige
Hobbies: Reading, Golf, and Sports
Cumberland Valley Youth Basketball Head Coach
Cumberland Valley Youth Rugby Head Coach

Polaris Advisors

SUPERVISORY OFFICE:
5001 LOUISE DRIVE SUITE 300
MECHANICSBURG, PA 17055
PHONE: 717-791-3300
CRN201608-185466

Contact Info

CAMP HILL OFFICE:

4000 MARKET STREET
CAMP HILL PA 17011

PHONE: 717-775-8061

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC (www.sipc.org)  Supervisory office: 5001 Louise Drive Suite 300 Mechanicsburg, PA 17055 (717)791-3300.  Polaris Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201908-217047

 

COPYRIGHT ©2016