Wes is married with two sons and currently resides in Lancaster. During his personal time he is an avid reader, rides dirt bikes, and hunts. Wes attended Messiah College and received a BS in Engineering with emphasis in Mechanical Engineering.
He holds the following designations:
He regularly attends various educational meetings on the subjects of retirement planning, investment management, estate planning, and business succession.
Check the background of A. Wesley Carr on FINRA’s BrokerCheck.
Andy is passionate about helping families and small businesses prepare for and navigate through life events by maximizing their financial prospects. He graduated from West Chester University with his Bachelor of Sciences degree. As a father of four, Andy understands how important it is to properly budget to achieve long-term goals while striking a balance with immediate needs.
Andy has been involved in sports his entire life, and he strives to bring a team mentality to his client relationships by partnering with them and their other trusted advisors to design and carry out plans that will help them meet and exceed their goals.
Check the background of Andy Sedora on FINRA’s BrokerCheck.
Jeff has two children and currently resides in Lancaster. Finances for business owners and families can be complex and difficult to navigate. With creative planning and collaboration, we work with you to define success and create a plan to help ensure you get there. While we can’t predict what the future holds we can prepare for it.
Jeff has deep roots in athletics competing at the collegiate, professional and Olympic levels. Many aspects of his planning approach stem from these experiences.
Check the background of Jeff Emrich on FINRA’s BrokerCheck.
Clinton cares deeply for the financial well-being and success of his clients. He works hard to master his craft to help clients realize their dreams and wisely plan for the future. He has a Bachelor of Science degree from Messiah College and a Master of Science degree from St. John’s University. With two young children, Clinton realizes the continual need to balance the many aspects of one’s life.
With a background in mathematics education, Clinton excels at the mental rigor of financial planning, and is passionate about educating clients, to the extent they enjoy, the inner workings of investments, products, and planning strategies.
When Clinton is not working, you may find him travelling with his family or skiing in the USA or France.
Check the background of Clinton Simmons on FINRA’s BrokerCheck.
Jen excels in guiding teams to finely tuned operational functionality. Spreadsheets are her love language and rolling up her sleeves to dig into an organizational systems project is the stuff her dreams are made of.
At home, Jen is continuously learning and doing; she’s besties with her power tools, gets active with her daughter and the soccer ball, and has a flock of chickens that follow her around the garden.
Brandon is new to Liberty Financial Services but comes to us with many years as a Relationship Manager in the banking industry. He studied Finance at Susquehanna University and is excited to expand his career with us and be part of supporting your financial plan!
Brandon’s hobbies include spending time with his family, weightlifting and doing design/renovation work. Brandon understands what it means to focus with dedication and attention to detail to achieve goals and is a great addition to our team.
Brandon lives with his longtime girlfriend Christina, two amazing boys and 4 adorable dogs in Dover, PA.
Morgan currently works as assistant to Clinton Simmons and has been with the company over 5 years. She’s a Lancaster local, graduating from Manheim Township and Millersville University.
She is dedicated to providing clients with the best service possible in all aspects of business.
When she’s not at work, you can find her in the kitchen cooking and spending quality time with her loved ones. Her ideal day would be spent on the beaches of Stone Harbor, New Jersey where her family has been spending summers since before she was born.
Michelle joined Liberty Financial Strategies in May 2021 bringing over 10 years of experience in the Insurance and Financial Services Industry. Michelle strives to provide professional and adept assistance to our clients.
When not working, Michelle and her boyfriend Lyle enjoy traveling, attending concerts, riding motorcycles, and relaxing outside sitting by a fire.
Sarah joined the Liberty Financial Strategies team in February 2022 as Jeff Emrich’s assistant. She brings with her more than 15 years of client service experience in various industries. She entered the financial industry in 2019 shortly after discovering she has a real passion for it.
When not working, Sarah is a voracious reader of anything and everything. She enjoys thrift shopping, cooking, and spending time with her two children. Sarah takes pride in a job well done and is always happy to take the time to make sure our clients receive the best service possible.
She is originally from Wyomissing, but spent 20 years in Milwaukee, WI. She eventually moved back to Pennsylvania in 2017 to be closer to family. Sarah currently resides in Dover, PA.