COREY L. BASEHORE, CEPA®, CFP®, C(K)P®, AIF®, CHFC®, CLU®, CPFA®

Founder & Managing Partner

E: clbasehore@polarisadvisors.net
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 25+ 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.  

Professional Specialties:
Comprehensive Fee Based Financial Planning
Rollovers and Retirement Income / Distribution Strategies for IRA, 401(k), 403(b), 457(b), etc.
Business owner personal financial and retirement planning

Qualifications:
Investment Advisor Representative – LPL Financial
Registered Representative – LPL Financial
B.S.B.A in Finance-Shippensburg University
Certified Financial Planner ™ designation from CFP® Board of Governors
Certified Exit Planning Advisor (CEPA®) credential from Exit Planning Institute (EPI)
American College ChFC® & CLU® designations
fi360 Accredited Investment Fiduciary (AIF®) Designee
Certified Plan Fiduciary Advisor (CPFA®) from National Association of Plan Advisors (NAPA)
Member Financial Planning Association

Community Involvement:
Saint Katharine Drexel Church, Mechanicsburg
West Shore Country Club member
Past President MassMutual Advisors Association
Past President CV Diamond Club
Past President Eagle Baseball Club

JUSTIN L. DUNWOODY, AIF®, C(K)P®

Partner

E: jdunwoody@polarisadvisors.net
P: 717-775-8061

As one of the owners and partners of Polaris Advisors, my 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, I work closely with my clients to articulate their goals and implement a plan that seeks to fulfill these objectives. I have a passion for the qualified retirement plan space, which includes ERISA and non-ERISA plans. I help 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.

I began my career in the financial services industry in 2005 with Wienken & Associates, which later changed to uFinancial Group. In 2015 I became a partner with Corey Basehore, and Polaris Advisors.

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

Background and credentials
I am a 2002 graduate of Penn State University, and over the course of my career, have attained the Certified 401k Professional (C(k)P), and Accredited Investment Fiduciary (AIF) designations.

Away from the office
In my free time, I enjoy spending time with my wife Jennifer and dogs Harvey, Walter, and Zeus. I enjoy sports of all kinds, am an avid golfer, a fitness enthusiast, and (unfortunately according to most) a big NY Mets fan. I am 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.

SARAH J. LEER, CHFC®

Partner

E: sjleer@polarisadvisors.net
P: 717-775-8061

As an advisor, my role of helping clients define their goals and work to pursue them gives me an incredible opportunity to see plans come to fruition.   I stay in touch with my clients from the beginning and the greatest joy I get through my career is to see someone I work with successfully attain and live out their financial plans.   I enjoy seeing financial independence achieved.  With over 20 years of experience in the financial industry, I have been thrilled to witness many people reach their potential for financial independence!

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

Qualifications:
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, Duncannon PA
Involved in supporting my children's sports adventures through Susquenita School
District and associated groups

Hobbies:
Hiking, travel, and reading a great book

ALEXANDER J. STORBECK

Director, Financial Advisor

E: astorbeck@polarisadvisors.net
P: 717-775-8061

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.

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

Devon Johnson, ARPC

Retirement Plans Relationship Manager

E: djohnson@polarisadvisors.net
P: 717-775-8061

My academic background, rooted in the liberal arts, prepared me well for a career path spanning different sectors beginning with higher education fundraising. The most rewarding professional achievements have developed connections I’ve had the privilege of facilitating for the benefit of organizations and individuals.  While philanthropy driven by donor passion transforms institutions and leaves a lasting legacy for generations, helping businesses and retirement plan participants attain retirement readiness can do the same!

Professional Roles:

I serve as the main point of contact for employer-sponsored retirement plan clients including 401(k), 457(b), and 403(b) plans. I assist with plan development and plan health strategies at the business level and individual retirement plan participants. On our team, I spearhead RFPs, plan implementation/conversion, participant education opportunities, business marketing, and communication with internal and external retirement plan service providers.

Academic Qualifications and Memberships:

Bachelor of Arts, Washington & Jefferson College, 2000

Phi Beta Kappa, 2000

Human Resources Professionals of Central PA

Accredited Retirement Plan Consultant Candidate, The Retirement Advisor University

Adam McMullen

Executive Assistant, Retirement Plans

E: amcmullen@polarisadvisors.net
P: 717-775-8061

I assist with rollover, notary services, and implementation for group retirement plans. 

Therese Hills

Paraplanner & Executive Assistant

E: thills@polarisadvisors.net
P: 717-775-8061

I prepare reports for Corey’s annual review meetings with his clients, input clients’ investment details for their financial analyses, and reply to clients’ service requests. 

Aline Menezes, FPQP®

Para Planner

E: amenezes@polarisadvisors.net
P: 717-775-8061

I am Brazilian, born and raised in the vibrant city of Rio de Janeiro. My academic journey began with a degree in dietetics and nutrition. However, my passion for learning urged me to embark on a new path. Motivated by a desire to expand my horizons, I made the decision to transition into the finance and accounting field. This transition reflects my commitment to personal growth and my eagerness to embrace new challenges and opportunities. 

Academic Background:
Master of Science in Accountancy STEM-designated program University of Miami 2023 
Bachelor of Science in Accounting Penn State University 2021 
Bachelor of Science in Dietetics and Nutrition Gama Filho University, Rio de Janeiro

Memberships:
National Society of Accountants
National Association of Certified Public Bookkeepers
American Accounting Association
AICPA Membership Candidate

Jane Moser

Receptionist

E: jmoser@polarisadvisors.net
P: 717-775-8061

I greet all clients from the front desk and assist with client calls and emails. 

Alessandra Pimentel

Investment Services Assistant

E: apimentel@polarisadvisors.net
P: 717-775-8061

I assist clients with their account and portfolio setups. 

Ashley Rotz

Executive Assistant

E: arotz@polarisadvisors.net
P: 717-775-8061

I coordinate and manage Sarah’s schedule, communicate with clients, prepare applications, and perform other administrative duties as needed.