Broker Check

Our Team

Ashley Miller

Senior Financial Advisor

Ashley.Miller@cninvestpa.com

Ashley Miller serves as Wealth Advisor at C&N Investment Services, where she leads the firm’s wealth management efforts across the North Central PA region.

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Benjamin Howe

Senior Financial Advisor

814-274-1929

Benjamin.Howe@cninvestpa.com

A lifelong resident of Elkland, PA, Ben joined Citizens & Northern Bank in 2012. With a focus on Retirement Planning, Estate Planning and Investment Management, he also provides Insurance and Financial Consultation and holds Series 7...

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Brian Tevlin, CFP®

Program Manager

570-724-0207

Brian.Tevlin@cninvestpa.com

Brian J. Tevlin is a Wealth Advisor and Program Manager at C&N Investment Services. He has worked for C&N for 13 years, and has two decades of experience in the financial services industry. A Liberty University graduate...

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Brittanie Ockerhausen

Financial Advisor

570.886.8414

brittanieo@cnbankpa.com

Brittanie Ockerhausen joined C&N in February 2024 as part of our wealth managemnt team in our Sayre location. Before joining C&N, Brittanie acquired over 18 years of wealth management and financial planning experience previously...

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David Stearns

Financial Advisor

570-886-8414

607-483-0902 (voice only)

David.Stearns@cninvestpa.com

A resident of Pine City, NY, David Stearns joined Citizens & Northern Bank in 2026 as a Wealth Advisor. He holds Series 7 and 66 securities registrations with LPL Financial and provides guidance in areas such as retirement planning,...

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Edward Penner

Senior Financial Advisor

570-724-0201

570-724-6395

Edward.Penner@cninvestpa.com

As a Wealth Advisor for C&N Investment Services, Edward has spent 4 years with us imparting his experience to each and every client he serves. Through retirement income planning and overall financial...

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Jeffrey Richardson

Associate Financial Advisor

570-723-7161

Jeffrey.Richardson@cninvestpa.com

Jeffrey Richardson is an experienced financial services professional with a background in information technology, retirement plans, and banking operations. Originally from La Quinta, California, he began his career in the United States...
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Jill Shambach

Wealth Consultant

570-568-2644

570-490-0360 (voice only)

Jill.Shambach@cninvestpa.com

Jill Shambach is a Wealth Advisor at C & N Investment Services, specializing in retirement planning and overall investment management. With 30 years of experience in the industry, she holds Series 6 and 63 securities registrations,...
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Jim Foote

Senior Financial Advisor

215-944-6056

Jim.Foote@cninvestpa.com

Jim Foote has spent more than three decades working with corporate retirement plans, transitioning more than 1,200 retirement plans in his career. Jim sees his role as a problem solver. From figuring out how to make plans more...

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Julie Yonkin

Sales Assistant

570-568-2649

julie.yonkin@cninvestpa.com

Julie Yonkin began her career in Wealth Management in 2022 and currently serves as a Wealth Management Associate. She is dedicated to supporting clients in pursuing their financial goals through thoughtful personalized service.Julie...
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Matthew Landis

Senior Financial Advisor

570-297-2150

Matthew.Landis@cninvestpa.com

Matthew Kirk Landis is a Wealth Advisor at C&N Investment Services, specializing in retirement planning and overall investment management. With two decades of experience in the industry, and numerous qualifications such as...

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Scott Clark

Senior Financial Advisor

570-723-2155

scott.clark@cninvestpa.com

Scott came to C&N Investment Services in 2020 with 25 years of financial services experience already under his belt. He has an Associate of Applied Science degree from the Pennsylvania College of Technology and graduated from the...

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Stephanie Young

Wealth Consultant

570-568-2644

Stephanie.Young@cninvestpa.com

Stephanie began her career in Wealth Management in 2004. Prior to that, she served as a Teller and Customer Service Representative, where she developed a strong foundation in client service and relationship building. Over the years,...
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Steve Jones

Financial Advisor

570-568-2600

814-242-3275 (voice only)

Steve.Jones@cninvestpa.com

Steve joined C&N Investment Services in February of 2026 as a wealth advisor. Steve focuses on helping individuals, families, and business owners build, manage and preserve long-term wealth. His client-first approach allows him to...
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