Madeline Jaglowski
Madeline R. Jaglowski is dedicated to her role as an Assistant to Registered Representatives at Diversified Asset Planners, leveraging over a decade of experience since joining the firm in 2012.
With a solid background in banking spanning 10 years prior to her current position, Maddy brings a wealth of financial expertise to her work.
As a proficient notary public, she is committed to ensuring smooth transactions and providing invaluable support to clients and colleagues alike.
Actively pursuing professional development, Maddy is currently enhancing her qualifications to obtain licensing within her field.
Outside of her career, Maddy is happily married and cherishes the joys of parenthood with her two children.
Alicia Moore
Alicia joined the DAP Family in 2016 as the Client Relationship Manager for Ted Oyler, CFP®. The following year she began her licensing and holds FINRA series 6, and 63 licenses, as well as Life, Health, and Annuities licenses. The requirements of annual continuing education keep her up to date with industry regulations, enabling her to provide our clients the highest level of care and service. Her daily responsibilities include cultivating trusted relationships with the clients, portfolio reporting for client meetings, completion of account paperwork, and follow-up through the entire financial planning process. Additionally, she can be found organizing Client Experience events and actively participating in local charity opportunities alongside the DAP Family.
Prior to joining the firm, and directly after college, Alicia spent several years as a Commercial Credit Analyst in the local bank setting. The skills and knowledge she gained from that position led to a smooth transition into the financial industry.
Alicia graduated from Lock Haven University with dual Bachelor Degrees in Accounting and Business Administration. She is passionate about serving and helping each client through their entire financial journey, with a goal of providing an elite customer experience along the way. Her generosity of spirit is evident in the way she prioritizes superior client service with the people she works with.
Outside of work, you can find Alicia spending time with her husband, Jordan; daughter, Masden; and son, Hazen. She enjoys spending time with her family being active in the outdoors, working out, reading a good book with her toes in the sand, and gathering around the table for family meals. Alicia also enjoys spending time serving her church family through helping and teaching Sunday school, and volunteering in the youth Awana program at First Baptist Church of Bellefonte.
Heidi Luchs
Heidi has over 20 years of experience in the financial services industry. Her credentials include holding a series 7 & 63 license, as well as life, accident, and health insurance certifications. These qualifications demonstrate her commitment to staying up-to-date with industry regulations and her dedication to providing comprehensive financial solutions for you.
Heidi's pursuit of excellence is evident in her academic achievements. She graduated Magna Cum Laude from Southern New Hampshire University, where she earned a Bachelor of Science degree in accounting. Her educational background further enhances her ability to analyze financial data and offer strategic advice to you.
Having joined J. W. Cole in 2014, Heidi had previously built a strong background in the banking industry. Her remarkable work ethic and attention to detail have consistently earned her recognition and trust of our clients.
Outside of her professional life, Heidi finds fulfillment in her personal relationships. She resides in Julian, PA with her husband and youngest daughter. Her greatest joy comes from spending quality time with her children and extended family. Her strong family values and ability to maintain a healthy work-life balance contribute her overall success and well-being.
Dianne Pighetti
Dianne A. Pighetti brings over three decades of administrative expertise to her role as an Administrative Assistant at Diversified Asset Planners. Since joining the team in 1994, Dianne has been instrumental in ensuring smooth operations and providing essential support to colleagues and clients alike.
Before her tenure at Diversified Asset Planners, Dianne cultivated a diverse skill set through various professional endeavors. For nearly a decade, she shared her passion for gymnastics as a teacher and coach at Nittany Gymnastics, honing her ability to mentor and motivate individuals towards achieving their goals. Subsequently, she transitioned into the dynamic field of banking, where she spent nine and a half years refining her organizational prowess and attention to detail.
Beyond her professional commitments, Dianne finds fulfillment in her roles as a spouse and parent. Married with three children and two grandchildren, she embraces the joys and challenges of family life with unwavering dedication. Dianne's involvement extends beyond the home, as she actively contributed to her daughters' travel softball teams as a coach, fostering teamwork and sportsmanship along the way. Additionally, she enthusiastically supported her son's athletic pursuits, relishing in his baseball and football endeavors from a young age through high school. A proud supporter of Penn State athletics, Dianne cherishes the tradition of attending home football games, adding to her rich tapestry of experiences.
Dianne's multifaceted background, coupled with her commitment to excellence and community engagement, exemplifies her as a valued member of both the professional and personal spheres.
Cori Gerlach
Cori L. Gerlach brings a wealth of experience to her role at Diversified Asset Planners, having joined the team in 2024. With a solid foundation in banking, Cori dedicated 17 years to the financial industry before transitioning to roles in bookkeeping and payroll, where she honed her meticulous attention to detail over 7 years. Married and proud parent of two college-age children, Cori balances her professional commitments with her roles as a supportive spouse and devoted parent. Her extensive background and dedication to excellence make her a valuable asset to the Diversified Asset Planners team.
Kaleigh Kinley
Kaleigh R. Kinley is a diligent Receptionist at Diversified Asset Planners, where she excels in providing exceptional service and administrative support. A graduate of Lycoming College with cum laude honors in 2023, Kaleigh brings a strong academic foundation and attention to detail to her role.
Beyond her professional accomplishments, Kaleigh was a member of the Lycoming College softball team for four years, where she embodied teamwork and perseverance. Her ability to balance academic excellence with athletic commitment showcases her multifaceted abilities and drive for success.
Stephanie Gordon
As the Director of Client Relationships and Business Development Stephanie’s focus is enhancing the client experience by connecting them with comprehensive financial planning services. With over 20 years of sales experience in the aluminum and software industries, she brings a wealth of expertise to support clients' financial well-being journeys. Her goal is to leverage this background to deliver exceptional experiences for clients, generating relevant content through newsletters, blogs, and other resources. Clients can expect relatable financial emails and engaging social media content, as well as efforts in lead generation, advertising, and business development. Stephanie excels in building strong relationships and aspires to enhance services for both new and existing clients.
Before joining the team, she spent over 8 years in the metal manufacturing industry, specializing in regional sales within the aluminum extrusion sector. Additionally, she contributed to the development team of the self-funded Penn State University Athletics program. Subsequently, she spent 9 years selling statistical software to companies in the United States and Canada.