Meet & Dream
We create strategies that are tailored to your needs and goals.
Whatever your dreams may be; having a cabin in the mountains for you and your family to enjoy, making college for your kids more affordable, retiring in the Keys or simply getting out of debt — we want to help make those dreams a reality. We’d love to meet with you and learn about your goals. Schedule a time here.
Teach & Plan
Years of experience have prepared us to guide you through all of life's transitions.
Once we know your goals and dreams, we can teach you about all the options available to you. We’ll run scenarios and hypothetical examples using financial planning software that will help you understand and decide what choices are best for you and your future.
Monitor & Relax
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
This is the easy part- now that there’s a solid plan in place we will do all the work to ensure that it is implemented, and all parts are running smoothly. We will meet with you as often as necessary to review your plan and report to you how things are going. So sit back and relax!
Ephrata Office: 860 N Reading Road, Ephrata, PA 17522
Benjamin Hagy
Financial Representative
Benjamin Hagy is a Financial Representative with Pathway Financial Group. Ben is currently securities licensed with series 6 and 63. He also maintains his life and health insurance license in the state of Pennsylvania....
Brian Asper
Financial Advisor
Brian serves as Senior Financial Advisor for Pathway Financial Group and has been a registered representative since 2001. Securities licensed with series 7, 63, 65. He has an insurance license in Pennsylvania for...
Zachary Horst
Administrative Assistant
Zach Horst is an Administrative Assistant with Pathway Financial Group. He is currently studying for licenses to eventually be a Financial Representative and learning about the industry by shadowing client meetings and assisting with.
New Holland Office: 128 W Main St, New Holland, PA 17557
Matthew Marte
Financial Representative
(717) 354-8202
Matthew “Matt” Marte is a financial Representative with Pathway Financial Group. Matt has 29 years of experience in the financial services industry and is securities licensed with series 6 and 63. He also maintains his life, accident, and health insurance licenses in the state of Pennsylvania. Matt is a graduate of Penn State University with a degree in insurance. Previously, Matt owned a Nationwide Insurance Agency based in New Holland and recently sold/merged the business. Matt currently works out of the same office and shares space with the agency - now named KMA Insurance Group. Presently, Matt serves as Deacon for Swamp Christian Fellowship, is involved with the Kiwanis Club of New Holland and is a board member of REAL Life Community Services. He lives in Reamstown with his wife, Nancy and their two daughters, Lauren and Kendall.
Office Team
Gloria Martin
Administrative Assistant
Gloria Martin is an administrative assistant at Pathway Financial Group. She assists in various day to day activities and tasks including; data entry, client communications and scheduling. Gloria has worked in the administrative field...
Melody Weaver
Administrative Assistant
Melody Weaver is an administrative assistant at Pathway Financial Group. She serves the team in various ways, such as data entry, processing new accounts, and ensuring that no client gets forgotten. Melody has 7 years of customer...
Tara Heisey
Administrative Assistant
Pathway Financial Group Relocates to Accommodate Growth
Starting July 1st 2020, Pathway Financial Group began operating out of their new office location; 860 N Reading Road, Ephrata, PA 17522.
The new office is only a few minutes from their former location at the Olde English Village along Church Street in Denver, PA. The new location has prime visibility along Route 272 as commuters travel north of the Ephrata area...
