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Address:

Susquehanna Financial Advisors LLC
4999 Louise Drive, Suite 101
Mechanicsburg, PA 17055

Phone:

717-506-2100

Fax/Other:

717-506-2111

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 a Masters of Science and Taxation (MST) 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.  He has two adult children, Jennifer & Jeffrey. Ed enjoys golf and downhill skiing. 

 

 

Duane E. Herman, CPA

Retired

 

Duane has retired as principal of the firm. He has over 40 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.

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.

 

 

Melissa L. Pujia

Financial Consultant

 

Melissa has been with the firm for over 10 years and maintains the following professional credentials: FINRA Series 6, 7, & 63 securities licenses, and Pennsylvania Life/Health/Annuity Insurance License.

Melissa works closely with our team to implement and manage customized financial planning and investment strategies. Melissa prides herself on getting to know each client's situation personally in order to provide outstanding professional and personal attention. 

Melissa resides in Mechanicsburg with her husband Bob and daughters Trinity and Cia. Melissa is treasurer of the Mechanicsburg Youth Lacrosse Club. 

 

 

Laurie Andrus

Operations Specialist

 

Laurie joined the team after 20 years of experience as an office manager in the medical field. Laurie is in charge of processing of all daily account transactions and the maintenance of client records.

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

Laurie lives in Mechanicsburg with her husband Craig and her son Tyler. She enjoys spending time with her daughter Amanda and her grandchildren Cashus and Amilliana.

 

 

Craig Foer

Tax Accountant

 

Craig started with the team in 2015. He graduated from the University of Pittsburgh with a B.S. in Business Administration. 

Craig's focus with the firm is on tax services.  He prepares individual, estate and trust, partnership, and corporate tax returns.  He also processes the tax assistance reconciliations in conjunction with the executive relocations for a Fortune 100 company. Additionally Craig assists with tax research and client tax planning.

Craig lives in Mechanicsburg. In his spare time he enjoys kayaking and Baltimore Orioles baseball.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck