Brad D. Stein , CFP®
LPL Branch Manager
President and co-founder of The Financial Advisory Group, Brad Stein has worked in the financial planning field since 1992. He earned his B.A. in Marketing and Management from York College of Pennsylvania in 1992. In 1996, Brad received his CFP® certification. He holds the title of LPL Registered Principal for The Financial Advisory Group.
Brad is a member of the Financial Planning Association (FPA) and previously held a board position for the Central Pennsylvania Chapter. Brad actively enjoys coaching Dallastown Girls Basketball and volunteering for Junior Achievement. He resides in Dallastown with his wife and their two children.
Diana Mohn, CFP®
Director of Financial Planning
(717) 741-3665 x 103
Vice President and co-founder of The Financial Advisory Group, Diana has worked in the financial planning field for 30 years. She is a 1985 graduate of Shippensburg University earning her B.S. degree in Business Administration/Marketing and earned her CFP™ certification in 1990 from the College for Financial Planning. Diana is a current member of the Financial Planning Association (FPA) and previously held several board positions for the Central PA Chapter. She is also a member and past President of the York County Estate Planning Council. Diana is a classroom volunteer and Board of Trustees Member for Junior Achievement of South Central PA and serves on the Board of York County’s Junior Miss, Inc. She is also actively involved in the ministry of Zion Lutheran Church.
Diana resides in Manchester Township with her husband Dan and their pets, Boomer and Lucy. In her free time, she enjoys spending time with her sons, Austin and Brandon, traveling, running, hiking and cycling.
Damien Lynch , M.B.A., CFP®
Damien is a 2000 graduate of York College of Pennsylvania earning his BS degree in Economics and Finance. In 2001 he graduated from York College with his M.B.A. in General Business. He earned his CFP® certification in 2003 through The American College and has worked in the financial planning field, with Diana and Brad since 1999. In addition to his financial planning designation, Damien also holds the FINRA Series 7 and 66 registrations through LPL Financial. Damien is a current board member of the Financial Planning Association (FPA) and serves on the Board of the York County Estate Planning Council. He also is a classroom volunteer for Junior Achievement.
Damien and his wife, Michelle, were married in May of 2004 and have two sons, Liam and Keenan. He enjoys spending time with his family as much as possible. Damien is an avid runner who has run the Boston Marathon, as well as, across The Grand Canyon. He is actively involved in coaching youth sports and assisting with many of his son’s activities.
Kathleen N. Heilman, Office Manager
Kathy is a 1983 graduate of William Penn Senior High School with an emphasis in Business Administration. She has over 30 years of business experience and is currently our Office Manager and Network Administrator. A registered Administrative Assistant, Kathy also holds the FINRA Series 6 and 63 registrations, through LPL Financial.
She is an active member of Christ Lutheran Church in York, where she is involved with Christian Education, Youth and serves on the Website committee. Kathy resides in York, with her husband Rick.
Sharon J. Stiver, Administrative Assistant
Sharon is a graduate of Elizabethtown College with a Bachelor’s Degree in Business Administration. As The Financial Advisory Group’s Administrative Assistant, she is the client service hub of the organization; being the initial contact and scheduling coordinator for the office.
Sharon resides in Shiloh and enjoys spending time with her family, new grand-daughters and her fur-baby beagle Bandit. Outside of the office, Sharon is a trained professional singer/performer. Entertaining audiences all over the South-Central Pennsylvania, Maryland, Virginia and Washington DC areas with various bands for over 25 years.
Mary E. Winand, CFP®, Client Services Associate
Mary is a 2016 graduate of York College of Pennsylvania earning her BS Degree in Finance. During her final spring semester, she interned at the Financial Advisory Group and was offered a full-time position as a Financial Planner Trainee upon graduation. In addition, she coordinates our client events. Mary holds the FINRA Series 7 and 66 licenses registrations through LPL Financial and earned her CFP® certification in 2019 through The American College. She is a current member of the Financial Planning Association (FPA) and is a classroom volunteer for Junior Achievement. Mary resides in Hanover with her husband, Luke.