Brad D. Stein , CFP®
President, co-founder and Registered Principal of The Financial Advisory Group, Brad has worked in the financial planning field for over 19 years. In 1992 he earned his B.A. in Marketing and Management from York College of Pennsylvania. In 1996, Brad received his CFP® certification from the College of Financial Planning. Brad is a member of the Financial Planning Association (FPA) and previously held a board position for the Central Pennsylvania Chapter. Brad currently serves as a board member of the Dallastown Area Dollars for Scholars and is a volunteer classroom instructor for Junior Achievement.
He resides in Dallastown with his wife and their two children. He enjoys spending time with his family and friends. Brad’s interests include playing tennis, golf and coaching youth sports.
Diana Mohn, CFP®
Vice President and co-founder of The Financial Advisory Group, Diana has worked in the financial planning field for 25 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 Regional Council 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 twin sons Austin and Brandon. In her free time, she enjoys supporting her sons’ school activities, travel, running 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 2000. In addition to his financial planning designation, Damien also holds the FINRA Series 7 and 66 licenses registrations through LPL Financial. Damien is a current 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 and finds time to exercise regularly as well as getting in a round of golf every now and then.
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 25 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 Shiloh, with her husband Rick and two children, Amanda and Nathan.
Sharon J. Stiver, Administrative Assistant
Sharon graduated from the Consolidated School of Business, York, PA with an Associate’s Degree in Specialized Business Administration. Currently she is enrolled at Elizabethtown College working towards her Bachelor’s degree in Business. As The Financial Advisory Group’s Administrative Assistant she is the client service hub of the organization being the initial contact, scheduler and marketing event coordinator for the office. Sharon resides in Shiloh, with her children.