Jane L. Lordeman, CFP®

email »

Ms. Lordeman has been providing comprehensive investment and financial planning services to clients since 1994. Committed to individual attention, high ethical standards and objective advice, she believes clients should be active in the decision-making process in relation to their objectives and total financial situation.

This philosophy took root in Ms. Lordeman's early background, education. She taught math and physics at the high school and college level, prior to applying her analytic background to personal finance. In 1997, she established Lordeman Associates as a comprehensive financial planning firm.

Education

• Master's degree, secondary education, Villanova University
• Bachelor's degree, physics, Carnegie Mellon University

Professional Certification

• CFP® Practitioner, Certified Financial Planner Board of Standards
• Uniform Investment Advisor Law/Series
• Uniform Investment Advisor Law/Series 65
• General Securities Representative/Series 7
• Uniform State Securities Law/Series 63
• Life and Health License

Professional & Personal Activities

• Member, Central PA Chapter, Financial Planning Association
• Member, Straban Township Planning Commission
• Board Member, United Way of Adams County
• Athlete-wanna-be, competing in local races and triathlons