860 N Reading Road
We help you build a financial plan that works for you
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.
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.
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
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Brian Asper serves as Senior Financial Advisor for Pathway Financial Group. His primary role is to serve as a financial coach for clients, completing comprehensive financial plans to help them determine the right course of action to be good stewards of their finances while working towards their financial and retirement goals. He will not shy away from the difficult questions, including his favorite of whether it makes more sense to be in a fee-only financial plan or to pay upfront commissions to one fund company.
Brian brings a strong Christian faith to the financial planning process, understanding the depth and complexity of the unique balance between faith and planning when it comes to financial stewardship. He is active in his local congregation, helping lead the teen Bible Quiz ministry.
He has been actively involved in the community and with various non-profits. Currently Brian serves on the board of Align Life Ministries and has previously served on the boards of Crossfire Youth Ministries and the Adamstown YMCA.
In his spare time, Brian loves watching baseball and running. He has competed in two full marathons, various half marathons and 5k charity runs. His favorite place to be is spending time with his wife Lucinda and their five children.
Brian graduated from West Chester University in West Chester, PA with a B.A. degree in Geography. His pre-Financial Advisor career included being a project manager at Cloister Spring Water and a data analyst at Mapquest.com.
He has been a registered representative since 2001 and is securities licensed with series 7, 63, and 65. He is also licensed to assist with life, accident, and health insurance in Pennsylvania.
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"Alexander 'Alec' Jones serves as a Financial Advisor for Pathway Financial Group. His daily activities involve meeting with individuals to discuss their goals and aspirations in order to help determine what services and products are the best fit in their overall financial plan. He is experienced in helping clients find the proper healthcare that suits their family’s needs as well as life insurance to protect against life's unknowns. Besides understanding the value of insurance within an individual’s portfolio, Alec also helps with identifying and implementing retirement solutions, such as the use of Traditional and Roth IRAs within your plan.
In addition to meeting with individuals, Alec is passionate about helping small business owners by educating them on the advantages of providing benefits for their employees. Adding a retirement plan options such as SEP IRA, SIMPLE IRA, or a 401(k) plan increases employee retention and can set you apart from your competition when the need to hire new employees arises. Other benefits that he can help facilitate are group life, health, and disability policies.
Alec is a member of the East Cocalico Lions Club where he enjoys being involved in different events and community service outreaches. As a part of the Five-Year planning committee his primary function within the club is to help increase member additions and retention. He is also an active member of the Northern Lancaster Chamber of Commerce.
Alec is a proud graduate of Clarion University of Pennsylvania where he received his bachelor’s degree. He majored in Personal Finance, Corporate Finance, and Industry Accounting. At Clarion he was inducted into the Beta Gamma Sigma Honor Society and Graduated Summa Cum Laude. While attending Clarion University he was an active member of the Student Honors Association where he served as President. Coordinating the school’s first 5k Color Run as well as multiple other community service events were just a few of the functions he and his team helped make possible.
Before Alec began working for Pathway Financial Group he assisted with billing in log-term care as well as client relations, accounting, and small business development where he helped craft business plans, marketing plans, and in creating financial statements.
When Alec is not serving his clients, he enjoys being outdoors hiking, fly fishing in local streams and rivers, running, and attempting to put together two decent shots on the golf course.
Alec is securities licensed and currently holds the Series 7, 63 and 66. He is also licensed to assist with life, accident, and health insurance in Pennsylvania."
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Lititz Office: 215 W Broad St, Lititz, PA 17543
Rebecca Hennessy is a Financial Representative with Pathway Financial Group. She has been a Registered Representative since 1993 and is securities licensed with series 6 and 63. She also maintains her life, accident and health insurance licenses in the state of Pennsylvania. Rebecca is a College of William and Mary alumna and holds the Life Underwriting Training Council Fellow designation. After twenty-nine years as a principal agent for Nationwide Insurance, Rebecca joined Pathway Financial Group to continue her career focusing on the financial sales and service aspect of the insurance and financial services industry. She is excited to continue her long-standing relationships with her current clients and help others secure their financial future. Previously, she served on the Friends of Lancaster Public Library Board and is a sustaining member of the Junior League of Lancaster. Rebecca lives in Lancaster, PA and enjoys spending time with her family and friends, reading, exercising, and traveling- especially to the beach.
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New Holland Office: 128 W Main St, New Holland, PA 17557
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.
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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 for the past 25 years- previously having worked in the medical field. She enjoys being around people and has a heart for children with disabilities. Gloria and her husband Kenton have two daughters, Allison and Kelsey. As a family they attend Petra Church and serve there in various ways. Gloria enjoys reading, doing word puzzles, spending time with family and friends, and being outdoors.
Lyndsey Gehring is the office manager at Pathway Financial Group. She assists and helps manage day to day activities, tasks, client communications, event planning and oversees operational tools and applications within the office. Lyndsey has an associate degree in business administration from Reading Area Community College. She loves God and does her best to include him in all her decision-making roles in and outside the office. Lyndsey is married to her husband, Mason. They have two beautiful daughters, Sadie and Josie. Lyndsey prefers the mountains and camping over vacations at the beach. She enjoys reading, skiing, spending time with family and friends and meeting new people.
Melody Asper 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 service experience, including becoming a store manager when she was only 18. She is passionate about making each person feel important and valued. Heavily involved in worship ministry at Ephrata Community Church, she takes part in training the youth worship team and planning special services. The craziest thing she has ever done is move to Australia 3 days after she married her husband, Nathaniel, where they lived for the first 8 months of their marriage. They got to pet kangaroos, eat Vegemite (which is not as disgusting as it sounds), and explore the beauty and wonder of living in a new country.
Starting July 1st 2020, Pathway Financial Group is 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 will have prime visibility along Route 272 as commuters travel north of the Ephrata area...
Pathway Financial Group860 N Reading RoadEphrata, PA 17522
Phone: (717) 690-1335Website: https://www.pathwayfinancial.biz/
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