ASSISTANT: Alicia Moore-- Alicia.email@example.com
ASSISTANT: Heidi Luchs-- Heidi.firstname.lastname@example.org
Ted joined Diversified Asset Planners, INC. in 1990 as an independent financial professional. In 2001, he became a Certified Financial Planner™ and Partner in the firm. The CFP® designation identifies individuals who have met the experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the 12 hour cumulative CFP® certification exam.
As a compliment to the Firm’s desire to provide individual solutions to its clients, Ted has dedicated over two decades his professional career serving the financial needs of clients in the Central Pennsylvania area. Although he resides and currently serves clients in this area, Ted is licensed to and services clients in additional states outside of Pennsylvania as well. Ted best identifies as a conservative wealth advisor, focusing on his clients to build trusted relationships. He helps individuals, businesses, and organizations in working toward and meeting their financial goals. Looking out for the client’s best interest, he provides investment, retirement, and insurance planning solutions. The firm has been serving the needs of clients since 1987.
Providing services in the Central Pennsylvania area has further permitted Ted to invest his time in giving back to the local community. Ted volunteers his time by serving on the Mount Nittany Medical Center Golf Committee, the Grace Lutheran Church Finance Committee as Vice President on Church Council, and as Chair of the Pay It Forward Team by educating the church congregation about charitable giving.
Separate from servicing and helping his clients, Ted is similarly passionate about spending time with his wife, Jennifer, and their two children, Trey and Linlee. Ted enjoys coaching youth sports, working out at the YMCA, and contributing his time to the Grace Lutheran Church of State College.