Broker Check

Our Team

From left to right: Laurie Jones, Keeyan Zimmerman, Alissa Conklin, Nicole Hoffman, and Karin Seeley. Not pictured: Cheryl Fischer

Alissa L. Conklin

Chartered Financial Consultant®, ChFC® & Chartered Special Needs Consultant®, ChSNC®

(570) 784-1716

alissa@trustmontgroup.com

Full-time financial professional since 1999, she is a Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant® (ChSNC®), Investment Advisor Representative, and Registered Tax Return Preparer

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Keeyan R. Zimmerman

Investment Advisor Representative, Certified Pennie Broker

(570) 784-1716

keeyan@trustmontgroup.com

With Appelman Financial since October 2020, his job titles include Investment Advisor Representative and  Certified Pennie Broker

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Karin Webber Seeley

(570) 784-1716

appelmanfinancial@trustmontgroup.com

With Appelman Financial since January 2006, job titles include Administrative Assistant and Web Content Coordinator

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Laurie Jones

(570) 784-1716

appelmanfinancial@trustmontgroup.com

With Appelman Financial since September 2010, job titles include Administrative Assistant and Client Event Planner

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Nicole Hoffman

(570) 784-1716

appelmanfinancial@trustmontgroup.com

Although initially working with Appelman Financial preparing income taxes in January 2020, Nikki started full-time in June of 2021, job titles include Administrative Assistant and Income Tax Preparer

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Cheryl Fischer

(570) 784-1716

appelmanfinancial@trustmontgroup.com

With Appelman Financial since October 2023, job titles include Administrative Assistant and Receptionist

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Lynn C. Appelman

Founder

(570) 784-1716

lynn@trustmontgroup.com

Financial Planner since 1983, his titles and designations include Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Investment Advisor Representative

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