Investment Services Assistant Billie has been in the industry since 1997 and has been with Kish Financial Solutions since 2007. She provides administrative support to the team and enjoys assisting clients on a daily basis. In her free time, Billie enjoys visiting her grandchildren in West Virginia, watching her granddaughter play soccer, and spending time with family at their camp.

Licensed Assistant Brandon began his career in the financial services industry in 2015 and joined the Kish Financial Services team in 2019. A general securities principal with a background in compliance, he supports the team of financial advisors in the construction of comprehensive financial plans. In addition, Brandon is experienced in i360, a web-based financial planning program which provides clients with a highly secure, single log-on resource to aggregate all of their financial related accounts. Brandon graduated from Shippensburg University and resides in Lewistown.

AVP, Financial Advisor Luke began his career in the financial services industry in 2014. He leverages his experience in public education to help individuals and businesses simplify the process of making complex financial decisions. A Financial Advisor, Lucas specializes in state retirement plans. Lucas graduated from Shippensburg University and resides in Lewistown. In his free time, he is an avid outdoorsman and enjoys spending time with his wife, Shannon.

VP, Kish Financial Solutions Huntingdon Jeff has worked in the financial services industry since 2007. He utilizes a full range of financial tools when working with clients, including asset management and life, disability income, and long-term care insurance solutions. His work includes a focus on the small business market and individuals seeking a consultative approach to their financial planning decisions. Jeff is a graduate of Juniata College and currently serves on the Board of Directors of the Huntingdon United Way and Huntingdon Housing Authority. In his free time, Jeff enjoys spending time at Lake Raystown and at his family’s cabin along the Juniata River in McVeytown. He resides in Huntingdon with his wife, Chrissy; daughter, Emma; and their two dogs.

Sr. VP, Kish Financial Solutions Lewistown – South Main Street For the last 20 years, Wade has focused his practice on working with individuals and business owners. His investment and planning expertise, along with a “listen first” mentality, have earned him various recognitions, most notably being named one of InvestmentNews magazine’s “40 Under 40.” In his free time, Wade enjoys coaching his kids’ sports teams, spending time with family, and hunting.