Appelman Financial has surpassed $400 million dollars under their advisement*. Alissa Conklin is a Chartered Financial Consultant®, Chartered Special Needs Consultant® and Tax Preparer with over 25 years’ experience. She credits the key to their success as taking a “Big Picture” approach to their clients’ finances by offering planning in all the major factors of a financial life: integrating well researched investments, income tax planning, insurance planning and estate planning while always putting the clients’ interests first. Their fast growth rate is largely due to consistent referrals from satisfied clients, and service is a top priority!

And, we are also pleased to broadcast that Keeyan Zimmerman, Financial Advisor with Appelman Financial since 2020, has received the prestigious CERTIFIED FINANCIAL PLANNER® designation as of April 2025.

Office staff pictured shows Administrative Assistants Nicole Hoffman, Laurie Jones, and Karin Seeley, plus Financial Advisors Alissa Conklin, and Keeyan Zimmerman. (Not pictured is Receptionist, Samantha Strayer, and Client Relationship Manager, Nathan Snyder).

 *“Assets under advisement” are calculated as a total of $403.3 million of regulatory assets under management with Charles Schwab and additional assets under advisement of $373.3 million as of February 25, 2026.

Appelman Financial is pleased to celebrate over 40 years as your hometown financial planners. We are family owned and operated, but we use the nationally known Charles Schwab platform for many of our clients' investment programs. On our team, Alissa has numerous financial designations including the prestigious Chartered Financial Consultant® (ChFC®) and Chartered Special Needs Consultant® (ChSNC®) distinctions. Keeyan is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Pennie Broker. And Nathan is a Medicare Broker in conjunction with his company INJ Solutions. We can assist clients on a broad variety of financial issues including retirement planning, estate planning, tax planning (which is made easier by being tax return preparers), life insurance, fixed and variable annuities, and college savings plans. As representatives with a Registered Investment Adviser firm, we must always put our clients' interests first as part of our obligation as fiduciaries. When it comes to giving advice, we commit to fully understanding your needs before ever suggesting any solutions. We believe the key to our success is taking a "Big Picture" approach to finances--we offer a full, coordinated analysis designed to support a client's overall financial well-being. We also pride ourselves on our courteous and professional office staff who offer the utmost in care and confidentiality. It is our pleasure and honor to work with clients to help them pursue their financial objectives.

* Because of industry changes, Appelman Financial requires a minimum initial investment of $300,000.*

Trustmont is not affiliated with the Pennsylvania Health Insurance Exchange Authority. Tax preparation services offered through Appelman Financial. Trustmont does not provide legal or tax advice.