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 / firstname.lastname@example.org
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 / email@example.com
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 / firstname.lastname@example.org
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 / email@example.com
Patrick J. Cloonan, Jr., CFP®, CDFA®
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 / firstname.lastname@example.org
Mary Jane Hess
Mary Jane has served in numerous capacities with Comprehensive Financial Planning, Inc. over the past forty years. She is the office manager and is responsible for special projects. She oversees the other administrative staff and specializes in asset management and 401(K) plan service and administration.
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.
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 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.
Amy L. Walters Sauder
Amy joined Comprehensive Financial Planning, Inc. in September 2012. She earned her B.S. in Business Administration – Marketing at Susquehanna University. Amy’s past work experience includes six years of client administration with Defined Benefit pension plans. As part of our 401(k) Department, she assists with payroll administration. Amy enjoys spending time with her husband and two young children.
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.
Kimberly M. Warner
Kimberly Warner joins the asset management and 401(k) plan services team at the Comprehensive Companies with over thirteen years of experience in the clerical and billing field. She is currently in school finishing her Bachelor of Nursing degree at Millersville University. She enjoys spending time with her son, reading and listening to music.