Meet our Staff

 

The financial planner is the "Quarterback for all the client's financial matters...starting with a sound financial plan, constantly aware of changes on the field, taking the appropriate tactical measures -- preventative or opportunistic -- and always keeping the goal in mind.    

 

The staff at Susquehanna Financial Advisors LLC is comprised of talented and knowledgeable people -- each an expert in their own field. You will always find prompt and personal service, in-depth familiarity with your accounts, and advice and answers when you need them.

 

 

Edward P. Gormley, CPA, CFP  
President, CEO 

Ed founded the firm in 1994 and has over 30 years of experience in the financial services industry.  With an undergraduate degree from the College of William and Mary, and an MBA from Georgetown University, Ed started his career in public accounting at the international accounting firms of Deloitte Touche and Price Waterhouse Coopers,  specializing in executive financial planning and taxation.  He subsequently developed financial planning services at Morgan Stanley and Merrill Lynch.

Ed offers his wealth of experience to help clients analyze their financial situation and develop a plan to pursue their goals.  Ed is a licensed Certified Public Accountant and a Certified Financial Planner. He is also a registered principal with Securities Service Network, Inc., a member of FINRA.

Ed resides in Mechanicsburg with his wife Ann and faithful companion, Spunky.  His children, Jenny & Jeff, attend Clemson University and Shippensburg University respectively. Ed enjoys golf and downhill skiing.

  

 

 

Duane E. Herman, CPA
Vice President
 

Duane, a principal of the firm, has over 30 years of experience in the financial services industry.  He earned his degree in Business Administration from Kansas State University and continues to be a diehard Wildcat fan.  He is a licensed Certified Public Accountant and a registered representative with Securities Service Network, Inc., a member FINRA.

Duane began his career working with the international accounting firm of Deloitte Touche (formerly Haskins and Sells).  He worked in finance and taxation with the Fortune 500 firms of AMP, DuPont, and Western Auto Supply Company prior to joining the firm. 

Duane lives in Mechanicsburg with his wife Susan and their Irish Setter Grady.

  

 

Lynette A. Zeiders
Licensed Assistant

Lynette serves as a Licensed Assistant with 13 years of industry experience. She holds a Series 7, and Series 63 securities license as well as a Pennsylvania Life/Health/Annuity license. Lynette is primarily responsible for preparation of clients’ tax returns and securities compliance reporting. She also assists in client services and operations.

Prior to joining the firm, Lynette served as an operations specialist with the national investment firm of A.G. Edwards & Sons.

Lynette resides in Enola with her husband, Gene, and sons, Zachary and Zander. She volunteers at the East Pennsboro Elementary School and is active in the boys’ sports activities.

  
 

 

 

Melissa L. Alward
Licensed Assistant

Melissa is a Licensed Assistant and holds FINRA Series 6 & 63 Securities Licenses as well as a Pennsylvania Life/Health/Annuity Insurance License. She is primarily responsible for client service, the processing of all daily account transactions and the maintenance of client records.

As the primary contact for client servicing, Melissa can assist you with account inquiries, deposits & withdrawals, and internet access to your account.

Melissa is presently working on her Bachelor’s degree in Business Administration/ Finance.  She resides in Mechanicsburg with her daughter Trinity. Melissa is actively involved with the Northside Elementary Parent Teacher Organization.