 2 Walnut Street Danville, Pa. 17821 570-271-1855 1-800-626-1027 |
Working For You
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How We Plan: We craft strategic, integrated financial plans that turn your business revenue into personal wealth by minimizing taxes and maximizing your returns. We work collaboratively with you, taking into account your current life situation and family needs, as well as project how your needs may change in the future. |
Management Team
Mark PapaliaPresident, Director
Professional Designations: CLU, ChFC, CFP
Founder of Papalia Financial Services, Inc. in 1994
Professional Designations: CFA, CFS, BCM
Previously with Vantage Investment Advisors and Aris Securities Company
Professional Designations: Enrolled to practice before the IRS
Previously with Furman Foods, Inc.
Professional Designations: QPA, CPC
Previously with Benefit Consulting Associates, Inc.
Professional Designations: CLU, ChFC, CFP
Founder of Papalia Financial Services, Inc. in 1994
Ken Ferrone
Vice President, Chief Investment Officer, DirectorProfessional Designations: CFA, CFS, BCM
Previously with Vantage Investment Advisors and Aris Securities Company
Ned Shanahan
Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer
Professional Designations: CRCP, Member Pennsylvania Bar Association
Previously with Safeco Investment Services, Inc and Wells Fargo Investments, LLC
Paul Dubendorf
Vice President, Director of Sales, DirectorProfessional Designations: Enrolled to practice before the IRS
Previously with Furman Foods, Inc.
Jeanne Schanzenbach
Director of Retirement Plan ServicesProfessional Designations: QPA, CPC
Previously with Benefit Consulting Associates, Inc.
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