Jason W. Longnecker, MBA, AIF®

President

Ready to focus on your financial goals? I can help. Your goals — my focus. Let’s put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work toward your financial goals.

EXPERIENCE:

  • In the financial services industry since 1997
  • Joined the Principal® Financial Network of the Mid-Atlantic in 2006

EDUCATION & CREDENTIALS:

  • MBA degree in Finance – Waynesburg University
  • Bachelor’s degree in Finance and Economics – Robert Morris University
  • FINRA Series 7, 63 and 66 securities registrations

INTERESTS:

  • Church
  • Spending time with my family
  • Hunting and fishing

 

 

2418380-092022

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone (724) 206-0566
Fax (878) 218-1670
Mobile Phone (724) 350-2055