From left to right: Laurie Jones, Lynn Appelman, Alissa Conklin, Keeyan Zimmerman, Nicole Hoffman, and Karin Seeley
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 R. Zimmerman
appelmanfinancial@trustmontgroup.com
With Appelman Financial since October 2020, job titles include Administrative Assistant & Client Relationship Manager
Nicole M. Hoffman
(570) 784-8768
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