From left to right: Alissa Conklin, Lynn Appelman, Laurie Jones, and Karin Seeley
(Not pictured: Keeyan Zimmerman)
Lynn C. Appelman
Certified Financial Planner™, CFP®
(570) 784-8768
Financial Planner since 1983, his titles and designations include Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Investment Advisor Representative
Alissa L. Conklin
Chartered Financial Consultant®, ChFC®
(570) 784-8768
Full-time financial professional since 1999, she is a Chartered Financial Consultant® ChFC®, Financial Paraplanner Qualified Professional™ FPQP™, Investment Advisor Representative, and Registered Tax Return Preparer
Karin Webber Seeley
(570) 784-8768
appelmanfinancial@trustmontgroup.com
With Appelman Financial since January 2006, job titles include Administrative Assistant & Web Content Coordinator
Laurie A. Jones
(570) 784-8768
appelmanfinancial@trustmontgroup.com
With Appelman Financial since September 2010, job titles include Administrative Assistant & Client Event Planner
Keeyan Zimmerman
appelmanfinancial@trustmontgroup.com
With Appelman Financial since October 2020, job titles include Administrative Assistant & Relationship Manager