Richard J. Walters, CFP®, AIF® / Founder
Richard J. Walters is the founder of Comprehensive Benefit Marketing Services, Inc. and Comprehensive Financial Planning, Inc. He earned his B.S. at the University of Richmond and holds the Certified Financial Planning certification since 1987. In April 2014, he earned the Accredited Investment Fiduciary designation. He is involved in several local business boards. In 2010, Richard was voted one of the best financial planners in Lancaster County.**
(717) 569-6667 x106 / email@example.com
Brooke W. Herr / Co-Founder
Brooke W. Herr is part owner of Comprehensive Benefit Marketing Services, Inc. With an economics background from the University of Alabama, Brooke has over thirty years experience in the asset management, insurance, financial planning and employee benefit environments. He serves on several Board of Directors and Executive Committees- both private and charitable. He is currently a member of the Board of Directors of Hospice of Lancaster County and serves on both their Finance Committee and Investment Committee. Brooke is experienced in the merger and acquisition fields.
(717) 569-6667 x 105 / firstname.lastname@example.org
Michael V. Kowalick
Michael V. Kowalick has been with Comprehensive Benefit Marketing Services, Inc. and Comprehensive Financial Planning, Inc. since 1996. He graduated from Bloomsburg University of Pennsylvania with a B.S. in Business Administration. He is an Investment Advisor Representative with Comprehensive Financial Planning, Inc., and is a Benefits Broker with Comprehensive Benefit Marketing Services, Inc. Mike has been an active executive board member in several youth organizations on a local and statewide level and is a PIAA Basketball Official
(717) 569-6667 x 107 / email@example.com
Wendel L. King, AIF®
Wendel L. King joined The Comprehensive Companies in the spring of 2006. Wendel is an Investment Advisor Representative specializing in 401(K) management and group benefit plans. He earned the Accredited Investment Fiduciary designation in April 2014. He graduated from Eastern Mennonite University with a Bachelor's degree in Financial Management in 1992. Wendel has previously served on the Board of Directors for Joni and Friends in Eastern Pennsylvania and is currently an active member of the Tel Hai Retirement Community Board of Directors.
(717) 569-6667 x112 / firstname.lastname@example.org
Patrick J. Cloonan, Jr., CFP® CDFA® CDS™
Patrick J. Cloonan, Jr. joined Comprehensive Financial Planning, Inc. in August 2012 and has been in the business since 1996. As a Lancaster county native, Pat graduated from Manheim Township High School and went on to earn his B.S. in Public Administration from Shippensburg University. He graduated from West Virginia University in 1993 with a Master of Science in Labor and Industrial Relations. As a Certified Financial Planner (CFP®) with over 20 years experience, Pat helps clients achieve their financial goals. As a CDFA® (Certified Divorce Financial Analyst), he analyzes and provides expertise on the financial issues of divorce. He is part of the Collaborative Professionals of Central Pa. He also serves as a PIAA basketball referee and competes in a variety of races. Pat is married with two children.
(717) 569-6667 x115 / email@example.com
Damon P. Heller, AIF®
Damon P. Heller joined the Comprehensive Companies in the Spring of 2019 and holds his Series 65 license along with the Accredited Investment Fiduciary (AIF®) designation. He attended Hempfield High School and graduated from Wilkes University in Wilkes Barre, PA with a Bachelor’s of Science in Marketing. Damon was a graduate of Wilke’s University’s prestigious Jay Sidhu School of Business and also played Collegiate basketball there, playing in the 1998 Division Final Four. Before joining Comprehensive, Damon worked for three asset management firms since 2000. Damon lives in Lititz, PA with his wife Stefanie and their two daughters, Anya and Gavriela. He enjoys golf, going to Penn State games and watching his daughters compete in gymnastics. Damon is a Board Trustee for the J. Wood Platt Caddie Scholarship Trust.
(717) 569-6667 x110 / firstname.lastname@example.org
Darice L. Grove
Darice has been an integral part of Comprehensive Benefit Marketing Services, Inc. for over twenty four years. She is responsible for the gathering of data for group benefit plans, quoting, plan designs and enrollment material.She enjoys spending time with her husband and two dogs, and does rubber stamping and cardmaking in her spare time.
Erin F. Daugherty
Erin joined Comprehensive Financial Planning, Inc. in 2008. She earned her B.A. in Psychology at Bloomsburg University of Pennsylvania and graduated from The Art Institute of Pittsburgh with a degree in web design. As part of our asset management team and 401(k) Department, Erin assists in payroll administration and marketing. She lives locally with her husband and daughter enjoying both reading and oil painting in her spare time.
Martha F. Perkins
Martha F. Perkins
Martha has over ten years of experience in the financial industry, as well as several years of personal income tax preparation. She earned her Associates Degree in Accounting at Harrisburg Area Community College in 2001, and has taken additional courses at Central Penn College. She primarily works in asset managment and 401(k) plan service administration, as well as providing additional support in the group insurance department. She enjoys spending time with her husband, two children and volunteering at school.
Niki began working at Comprehensive Financial Planning, Inc. in August of 2020. She comes to us with 18 years experience at a large mutual fund company. She held positions there that ranged from processing accounts to helping create a new internal website. In addition to her financial background, she loves riding dirt bikes with her husband and doing graphic design projects. She lives in Berks county with her husband and two dogs.
Comprehensive Companies welcomed Lori to our Team in late February 2021. She comes to us with 17 years of experience in management, most recently as a Special Projects Manager. Lori has a background in employee benefits, payroll, HRIS systems and Enterprise Resource Planning (ERP) software. She lives locally and enjoys spending time with her family, working on projects with her husband, relaxing in her backyard and weekend getaways.
Mary Jo Holsinger
Mary Jo Holsinger
Comprehensive Companies welcomed Mary Jo to our team in mid-June of 2021. She earned her degree in Business Administration from Baker College in Flint, Michigan, and is a proud Navy Veteran. Mary Jo has a background in Human Resources, Benefits, HRIS and Accounting. She is an active member of the Society for Human Resource Management (SHRM) and Human Resource Professionals of Central PA. Mary Jo lives in the Middletown area with her husband, Jon. They enjoy spending time with their pets, gardening, bowling and attending concerts.