COREY L. BASEHORE, CEPA®, CFP®, C(K)P®, AIF®, CHFC®, CLU®, CPFA®
Founder & Managing Partner
E: clbasehore@polarisadvisors.net
P: 717-857-6586
Watch Bio Video
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 work towards improving 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 pursue 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 – LPL Financial
- Registered Representative – LPL Financial
- 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
*Series 7 registration held through LPL Financial
Community Involvement:
Saint Katharine Drexel Church, Mechanicsburg
Big Brothers Big Sisters – Board Member
Hampden, Middlesex & Monroe Soccer U8 & U6 Head Coach
Hampden Youth Baseball Association Instructional Head Coach
JUSTIN L. DUNWOODY, AIF®, C(K)P®
Partner
E: jdunwoody@polarisadvisors.net
P: 717-857-6595
As one of the owners and partners of Polaris Advisors, Justin’s goal is to help lead an organization that strives to provide the highest degree of client service, integrity, and professionalism. With disciplined investment strategies that emphasize risk-adjusted returns, cost, and tax efficiency, his objective is to help the individuals, families, corporations, and nonprofit organizations that he works with to pursue their financial goals. As a LPL Financial Advisor, Justin works closely with his clients to articulate their goals and implement a plan that seeks to fulfill these objectives. Justin has a passion for the qualified retirement plan space, which includes ERISA and non-ERISA plans. Justin helps with the design, implementation, participant education, financial wellness, and service provider selection. With over 15 years of experience working WITH clients to create sound financial strategies you can rest assured you are getting an experienced, creative, and ethical advisor to walk you down your financial journey.
- MORE INFORMATION
Background and credentials
Justin began his career in the financial services industry in 2005 with Wienken & Associates, which later changed to uFinancial Group. In 2015 Justin became a partner with Corey Basehore, and Polaris Advisors.Justin is a 2002 graduate of Penn State University, and over the course of his career, he has attained the Certified 401k Professional (C(k)P), and Accredited Investment Fiduciary (AIF) designations.
Away from the office
Justin spends his free time with his wife Jennifer and their dogs Harvey, Walter, and Zeus. Justin enjoys sports of all kinds, is an avid golfer, a fitness enthusiast, and (unfortunately according to most) a big NY Mets fan. Justin is involved in several charitable organizations including sitting on the board of the American Heart Association, participant in the Real Men Wear Pink campaign, and supporter of Bethesda Mission.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 – LPL Financial
- Registered Representative – LPL Financial
- B.S. – Pennsylvania State University
- FINRA Series 7* Registration, General Securities
- Member Financial Planning Association
- Member National Association of Insurance and Financial Advisors
*Series 7 registration held through LPL Financial
SARAH J. LEER, CHFC®
Partner
E: sjleer@polarisadvisors.net
P: 717-857-6593
- 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 – LPL Financial
- Registered Representative – LPL Financial
- 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
*Series 7 and 66 registrations held through LPL Financial
Community Involvement:
Otterbein United Methodist Church
Big Brothers Big Sisters
Vickie’s Angel Walk
ALEXANDER J. STORBECK
Director, Financial Consultant
E: astorbeck@polarisadvisors.net
P: 717-857-6591
A true gift my parents gave me was to have me pay for my college education. While majoring in Finance at Shippensburg University, I not only studied banking, lending, taxation and investing for businesses and individuals, I was living that aspect of finance that we all do: how I spent my money to meet my obligations and how I saved it for the future. Summer jobs were important to help meet the upcoming semester. I interned at Polaris Advisors and fell in love with the entire process of working with clients to seek to financially protect their families, or plan for their first house, a child’s education and their own long-term retirement or estate planning goals. I joined Polaris Advisors full time in 2017 and continue to serve clients’ needs through sound financial planning and investments.
- MORE INFORMATION
Professional Specialties:
- Comprehensive Financial Planning to help you pursue important life goals
- Wealth Management and Preservation to help you manage market changes and pursue your financial objectives
- Retirement Income Planning Strategies to help you work towards financial independence
- Estate Planning to help transition wealth from generation to generation
Qualifications:
- S.B.A. Finance – Shippensburg University, 2017
- Investment Adviser Representative – LPL Financial
- Registered Representative – LPL Financial
- FINRA Series 7* Registration, General Securities, 2018
- FINRA Series 66* Registration, 2018
- Pennsylvania Life and Health License, 2018
*Series 7 and 66 registrations held through LPL Financial
Robert Falconer
Financial Consultant
E: rfalconer@polarisadvisors.net
P: 717-775-8061
Watch Bio Video
Understanding investing and personal finance has been one of my life's passions and hobbies since I was young. I am addicted to finding a financial advantage in an ever-changing market, and my clients benefit from my passion every day!
My singular goal is to create a practice built around the highest degree of customer service for my clients. The people that I work with are like-minded individuals who strive to be leaders in their respective industries and communities. They have worked hard and have made sacrifices to provide a better life for the people who depend on them, including their families and employees. If you believe this describes you, I would love to meet to discuss how I can help work with you to pursue your goals.
Background
I was raised in Mechanicsburg Pennsylvania where I attended Cumberland Valley Highschool, later followed by Bentley University in Boston, MA.
Outside of the office, I enjoy playing competitive golf and creating art. If you are interested in seeing what I like to create, my art portfolio can be found at www.robfalconerart.com
- MORE INFORMATION
Areas where I best help my clients:
- Developing comprehensive financial plans- I help my clients know exactly where they are currently in their financial situation, including what we need to do now to work towards their goals in the future
- Risk Management Analysis- I show my clients where they are most financially venerable and develop a plan to mitigate risk for families
- Estate planning to pass along wealth efficiently- I work with my clients to potentially save their heirs money in the future by properly planning their estate now
Qualifications:
- Investment Advisor Representative – LPL Financial
- Registered Representative – LPL Financial
- B.S. in Finance – Bentley University
- FINRA Series 7 Registration, General Securities held with LPL Financial
- FINRA Series 66 Registration held with LPL Financial
- Pennsylvania Life and Health License