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
  

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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.

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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®

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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
  

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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
  

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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
  

I grew up on a chicken and produce farm(Oak Grove Farms) in Mechanicsburg, PA. At a young age I learned the value of hard work and the importance of saving. Working alongside and listening to my Dad, I developed a strong interest in growing my money and planning for my future. Playing sports(especially basketball) was my competitive outlet. After graduating from Grove City College and living in Pittsburgh for a year, I returned to Mechanicsburg and worked in medical sales for 20 years- 10 of those with Medtronic. In 2017 I decided to make the jump and pursue my true passion and become a financial advisor with Polaris Advisors. I enjoy working closely with the team here helping my clients feel confident about their financial future. I focus on helping my clients make sure they’re putting their hard earned dollars in the right places today so they can come down the mountain safely and confidently in retirement. Having been a client myself of an advisor for many years and also having managed my finances on my own for over a decade- I feel like I have a great understanding of a client’s thoughts and views. I am also aware of the gaps in my own planning over the years as well as those of many of my medical sales colleagues and physician customers. If you’re not totally confident in your personal financial planning, I would be happy to discuss your situation and see if I may be able to help.

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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

ALEXANDER J. STORBECK

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

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Professional Specialties:

  • Comprehensive Financial Planning to help you reach important life goals
  • Wealth Management and Preservation to help you manage market changes and achieve your financial objectives
  • Retirement Income Planning Strategies to help you towards financial independence
  • Estate Planning to help transition wealth from generation to generation

Qualifications:

  • S.B.A. Finance – Shippensburg University, 2017
  • Investment Adviser Representative – MML Investors Services, LLC
  • Registered Representative – MML Investors Services, LLC
  • FINRA Series 7 Registration, General Securities, 2018
  • FINRA Series 66 Registration, 2018
  • Pennsylvania Life and Health License, 2018