Jamie Detweiler, CFP®, CAP®

Financial Planner

Ephrata, PA

P: (717) 733-9414
T: (877) 318-7319
F: (717) 721-3132

Jamie Detweiler, Financial Planner

Jamie Detweiler, CFP®, CAP®, is an Everence® Financial Planner serving as part of the Everence team in Central Penn, with offices in Belleville, Chambersburg, Ephrata, Lincoln Highway E., Mount Joy and Mechanicsburg. In addition to serving as part of the trust and estate team, Jamie provides families, churches and businesses with investment, insurance and financial planning services. Coming from a background of service to the community through state government, Jamie has appreciated the opportunity to continue to serve clients as they navigate the complexities of the financial industry. Jamie and his wife, Sarah, and their three young children live in Lancaster, and are active members of Petra Christian Fellowship in New Holland, Pennsylvania. Jamie is a graduate of Messiah College, Mechanicsburg, Pa.

“I view my role as a financial planner with Everence as an opportunity to serve my clients by partnering with them in their effort to make their financial goals a reality," Jamie says. "I believe it is critically important to have a financial planner who can walk alongside you as you work to accomplish your financial goals.”

shared__alert-error--circle

This field is required

shared__alert-success--circle

Lead collection form

Ask questions or schedule an appointment

Send Jamie a message, and expect to connect in the next two days to schedule an appointment or have a conversation about your financial goals.

Please correct the issues below to continue..
Your message was successfully sent!
Loading...
  • shared__alert-error--circle

    Full name is required

    shared__alert-success--circle

  • shared__alert-error--circle

    Email address missing or incorrect format

    shared__alert-success--circle

  • shared__alert-error--circle

    Subject is required

    shared__alert-success--circle

  • shared__alert-error--circle

    Message is required

By sending this message, I am authorizing your agency to contact me at the email address I've provided regarding matters related to me and/or my family, even if I have previously registered on a Do Not Call registry. If I want to withdraw this authorization, I may do so at any time by submitting a request in writing.

Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.


Jamie Detweiler, CFP®, CAP® is licensed to discuss and/or offer financial services and/or products to residents of PA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CAP® is the property of The American College, which reserves sole rights to its use, and is used by permission.