Mechanicsburg, Pennsylvania

FPO

1 Kacey Ct Suite 201
Mechanicsburg, PA 17055-9224

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Everence Financial

Hours
Appointment Hours:
Mon.-Fri. 8:30 a.m. - 5 p.m.
Sat.-Sun. closed

Phone: (717) 697-1728
Toll-free: (855) 383-7362

Meet our team

Doug Umble, Managing Director

Doug Umble, REBC®, AWMA®

Vice President, Pennsylvania Region

Elyse Kauffman, Charitable Consultant

Elyse Kauffman, MBA

Charitable Consultant

Kyle Keen, Everence Director of Organizational Services, Central Pennsylvania

Kyle Keen, CCWS®, MHA

Director of Organizational Services

Lynette Morales, Stewardship Consultant

Lynette Morales

Stewardship Consultant

Habla Español

Events

A multi-generational family walks together through a forest
Preparing for retirement

Medicare education seminar

Cocalico Coffee Crafters
11 Long Ave.
Ephrata, PA 17522

Medicare with you in mind

Event date:

College graduates in cap and gown
Banking

Refinancing your student loans

Crush your debt: Refinance your student loans

Event date:

Middle-aged couple look at each other and smile.
Family finances

Confidence in retirement

Neffsville Mennonite Church
2371 Lititz Pike
Lancaster, PA 17601

Everence can help you take meaningful steps today!

Event date:

Pretzel bites on a plate with dipping cheese
Health and wellness

Medicare seminar and Pennsylvania treats

Eden Resort
222 Eden Road
Lancaster, PA 17601

Medicare with you in mind

Event date:

Hand holding compass in an evergreen forest with mountains in the background.

Development Conference

The 2025 Everence® Development Conference is your chance to discover new ways to advance your mission-driven fundraising programs! Venture with us, Sept. 23-25, 2025, at the Lancaster Marriott at Penn Square in Lancaster, Pennsylvania.
Senior couple hugging in the fall.
Health and wellness

Medicare webinar

Medicare with you in mind

Event date:

A mug of hot chocolate with mini marshmallows.
Health and wellness

Medicare seminar and hot chocolate

Everence Financial
960 East Main Street
Mount Joy, PA 17552-9320

Medicare with you in mind

Event date:

Man sitting by a desk with a laptop and a phone with a fraud alert.
Banking

Fraud prevention 101

Stay a step ahead: Outsmart identity thieves and scammers

Event date:

News

Additional updates from Everence

Piggy bank being filled with money
By Sharon Hernandez

Learn about certificates and how they can fit your needs

Published:

Abstract financial graphs

Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
Family playing in the yard in front of a beautiful house.

Home improvements to make your house more energy efficient

By Sharon Hernandez

Investing in these upgrades can save you money in the long run

Read article

Published:

A close up on three people's hands as they write and use a calculator
Everyday Stewardship

Common misconceptions about financial planning

By Amanda Rock

With the right tools, you can start planning for your life goals now

Read article

Published:

Preparing for retirement

Medicare and Health Savings Accounts

By Cassandra Zetts

Keys to navigating tricky HSA situations for Medicare-entitled individuals

Read article

Published:

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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 have no credit union guarantee.