Broker Check

Our Team

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) 784-1716

(570) 784-8768

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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Alissa L. Conklin

Chartered Financial Consultant®, ChFC®

(570) 784-1716

(570) 784-8768

alissa@trustmontgroup.com

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

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Karin Webber Seeley

(570) 784-1716

(570) 784-8768

appelmanfinancial@trustmontgroup.com

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

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Laurie A. Jones

(570) 784-1716

(570) 784-8768

appelmanfinancial@trustmontgroup.com

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

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Keeyan Zimmerman

appelmanfinancial@trustmontgroup.com

With Appelman Financial since October 2020, job titles include Administrative Assistant & Relationship Manager

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