LANGAN FINANCIAL GROUP

Financial Planner Focused on Your Financial Goals

Pennsylvania Financial Planning Team

Read about our credentials, explore our team, and find an advisor that fits you!

Pa Financial Planning Team

Pennsylvania Financial Planning Team

Our financial planning team is full of financial experts dedicated to taking a proactive and engaging approach to your financial goals.

We always go the extra mile for our clients, striving for you to have the best possible experience.

In focusing on being proactive, we do not want to wait for an issue to occur in order to address it.

If we can foresee an obstacle about to occur, such as the need to withdraw your Required Minimum Distribution, we reach out ahead of time to work with you to address it.

Our collaborative approach has helped hundreds of clients feel comfortable with their financial situations.

We focus on understanding your unique situation and the challenges you face in order to customize a strategy you are comfortable with.

Within this personalization, we learn about your:

  • Timeline
  • Risk Tolerance
  • Financial Goals
  • Potential Concerns

We are here to support you to reach your financial goals and financial security.

From planning for college to retirement planning, Langan Financial Group is here for one generation to the next.

Financial
Planners

Bob Langan, Pa Financial Planner

Bob Langan

Bob Langan is the Founder and CEO of Langan Financial Group. He is an award-winning financial advisor with over 35 years of experience, providing help and support for hundreds of clients to meet their financial goals.

Bob has worked with individuals, small businesses, government entities, non-profits, and large corporations, providing financial guidance for all.

Bob highly values education and has built up a wealth of knowledge and certifications over the years. He has received designations for:

  • Long-term care
  • Fiduciary training
  • Investment training
  • Family business planning
  • Pension plan management

When Bob is not working, he is highly involved with the community.  In the past, he has been the Chairman of the:

As you can imagine, he truly cares about making his community a better place, and has helped support these organizations to raise over $600,000!

When he is not volunteering or working, Bob is spending time with his grandchildren.


Alex Langan, Pa Financial Planner

Alex Langan

Alex Langan is an award-winning financial advisor and published author on fiduciary liability governing retirement plans under ERISA.

As Chief Investment Officer, Alex oversees the management of investment portfolios, asset allocation, group retirement plans, and risk tolerance.

Specializing in ERISA Law during law school, Alex graduated cum laude from Widener Commonwealth Law School.

While in law school, he published a paper on Expanding Fiduciary Liability under ERISA, an analysis of the Department of Labor's precursor to the new fiduciary regulation.

He was also the recipient of the Merit Scholarship and various Certificates of Achievement.

After clerking for the Supreme Court of Pennsylvania, Alex joined the Pennsylvania Office of the Budget’s Legal Office where he helped advise and direct various policy determinations, including state and federal tax, administrative law, and contractual issues.

After gaining various insights into Pennsylvania’s regulations and laws, Alex brought his expertise to Langan Financial group where he quickly became a leader in his field, winning awards for Wealth Management and Top New Associate.

By 2015, Alex was a National Association of Pension Advisors’ Top Advisor under 40 Nominee and in 2016, he was Harrisburg Magazine’s Financial Leader.

He continues to focus on law outside of Langan Financial Group, providing his expertise to Stone, Lafaver, and Shekletski, as well as his ERISA, insurance, and finance expertise as an Adjunct Professor at Widener Commonwealth Law School.

Alex also uses his expertise to focus on the community need, by helping to establish The Foundation for Enhancing Communities’ Emerging Philanthropist Program, volunteering at his church, and being a Board Member of Samara: The Center of Individual & Family Growth.

In addition, he joined the Business Advising Council for Widener University Commonwealth Law School to help equip students to advise small and midsize businesses.

In addition to serving on non-profit boards, Alex has spoken at numerous organizations. He has spoken and moderated at Harrisburg University's Crypto Symposium for investing and valuing cryptocurrency.

He is an active speaker, being invited to speak at the Pennsylvania Bar Association as well as the Manufacturers' Association for retirement plans and crypto.

Outside of work and volunteering, Alex enjoys his time with his wife, Sarah, and their three children, Rory, Patrick, and Ava.

As former Captain of the varsity track team, Alex also continues to enthusiastically support PSU athletics.


Tyler Quinn, Pa Financial Planner

Tyler Quinn

Tyler Quinn is the Director of Financial Planning at Langan Financial.

With over 13 years of finance experience, Tyler works with clients to help them understand their goals and build a plan to meet them, discuss risk tolerance and asset allocation, offer investment advice and recommendations, and act as a fiduciary for the client.

Tyler graduated from the Indiana University of Pennsylvania with a degree in Finance and transitioned into the corporate finance world.

After working closely with large investment management companies at the Bank of New York Mellon, Tyler used his knowledge and experience to earn his Certified Treasury Professional (CTP), a designation for expertise in cash management.

He then began working for Thermo Fisher Scientific, a large multinational manufacturing company, gaining valuable experience in a treasury role.

In 2014, Tyler relocated to the Greater Harrisburg area and began working for another global manufacturing company, P.H. Glatfelter.

This role focused on international cash and debt management, forecasting and planning, foreign currency trading, and cash flow hedging.

Tyler joined the company's investment committee, where retirement plan decisions were made. He found his interest in financial planning and advising through conversations around plan structure, retention benefits, and investment management.

Tyler seamlessly transitioned into his current role in 2019 and continues to use his knowledge and experience to help individuals and businesses. He pursued his Retirement Income Certified Professional and the National Social Security Advisor certifications.

Tyler uses an education-first approach to empower clients to plan more effectively and invest more confidently.

Outside work, Tyler enjoys time with his wife, Carolyn, his two children, Paxton and Presley, and their dog, Jameson. He enjoys golfing, exercising, and spending time with friends and family.

Schedule with Tyler

Financial
Services
Administration

Ann Marie Taylor, Pa Business Retirement Plan Specialist

Ann Marie Taylor

AnnMarie Taylor is the Licensed Sales Assistant for Langan Financial Group, providing high-quality customer care since 2001. She provides three areas of support for clients:

  1. Pension plan
  2. Insurance needs
  3. Investment strategies

Navigating the ins and outs of these areas can be very difficult and frustrating for clients.  That is why AnnMarie always takes the time to thoroughly explain the ins and outs of these complex assets to clients.

She wants you to not only be comfortable but to understand the mechanics behind certain procedures, whether it is by joining a phone call to work with providers on issues or resolving your concerns on your behalf.

AnnMarie attended Penn State University, where she earned the Keystone Honor Society for exceptional merits.

She continued her educational distinction by receiving 2 BACC awards and the Penn State President Sparks Award, eventually leading her to be inducted into the Alpha Sigma Lambda National Honor Society.

AnnMarie lives in Manchester with her husband, Darryl, and daughter, Madison.


Chris McNulty, Pa Financial Planning Team Member

Chris McNulty

Chris McNulty is the Executive Assistant for Langan Financial Group, providing high-quality customer care since 1994. She is highly detailed oriented and customer-focused, always going the extra mile for clients to ensure they are comfortable.

As a certified para-planner, she provides data analysis on financial plans, ensuring all requirements for investment applications are handled properly.

Chris is also a licensed notary, ensuring key documents are in order for clients and meet the legal requirements needed for government regulations.

For Chris, it really goes beyond just paperwork; it is rewarding to know that she plays a hand in helping to provide protection and peace of mind for each and every client she works with, now and in the future.

Chris resides with her husband Sean and their two daughters, Morgan and Paige, and the family mini Goldendoodle, Tucker.

Outside of work, Chris is very active with her church community and enjoys attending her daughter's sporting events, boating, and spending time with family and friends.


Harry Claypool, Pa Financial Planning Team Member

Harry Claypool

Harry grew up in Mechanicsburg, Pennsylvania where he attended Cumberland Valley High School and eventually Penn State University.

Harry has always been passionate about supporting non-profits, especially THON. Ever since high school, Harry has been contributing to raising funds for THON, developing his leadership abilities at an early age. He eventually became a Canvassing Captain, leading teams of 30 individuals to help raise funds for Four Diamonds.

After graduating from PSU, he went into banking, working for both Penn Credit Corporation and Members 1st Credit Union. There he developed excellent customer service and communication skills to support his clients' financial needs.

In addition to servicing clients, Harry worked on the compliance side, helping manage records, ensuring transaction processes were properly followed and engaging with state agencies for any necessary business licenses.

Harry joined Langan Financial Group full-time in April of 2022 and continues to serve group retirement clients’ needs through managing plans and sound financial planning.

Harry is looking forward to developing his relationship with the local community through his work and continuing engagement with non-profits.

Harry has successfully passed his Securities Industry Essentials (SIE) exam and Series 7.

Outside of work Harry enjoys spending time with friends and family, playing recreational sports, and visiting new restaurants.


Reid Ruark, Pa Financial Planning Team Member

Reid Ruark

Reid is a recent University graduate from Messiah University. At Messiah, Reid pursued several opportunities to develop his skills in leadership, communication, and as a member of the community.

Reid played for Messiah's soccer team, where he took a leadership position to help continue a successful team culture, and discipline, and to bring out the best in each player.

Throughout his soccer career at Messiah, their soccer team won several conference championships.

Reid has a very strong work ethic. In addition to being a full-time soccer athlete for University, Reid participated in financial internships and the Investment Club.

In 2022, Reid placed in the top 10 for the Collegiate Financial Plan Competition for the Chartered Financial Analyst held at the Pittsburgh Chapter.

This competition requires individuals from all over Pennsylvania to create a 1, 3, and 5-year financial plan.

These plans incorporate how an individual will manage student loan debt, create projected income and cash flow, manage a budget, and overall work towards financial security.

In addition to work, Reid is active in the community. He has participated in Pennsylvania's Special Olympics program as well as been a volunteer soccer coach for West Shore Christian Academy.

Recently, Reid completed a Missions Trip to Colombia and Brazil to help develop better relationships between the two Countries.

Now that Reid is establishing his post-college career in Central, Pennsylvania, he is looking forward to getting more involved in the community.

Reid has successfully passed his Securities Industry Essentials (SIE) exam and his Series 7. Outside of work, he enjoys watching sports and spending time with his family.

Financial
Services
Operations

Pat Langan, Pa Financial Planning Team Member

Pat Langan

Pat Langan is the Office Manager and event coordinator for Langan Financial Group.

Pat is responsible for managing office services by ensuring office correspondences are controlled, procurement processes are reviewed and approved, and clerical functions are properly assigned and monitored.

Pat also assists in the development and implementation of the firm’s marketing initiatives. Pat plans company-sponsored events and coordinates activities for charitable organizations.

She brings over 25 years of administrative office experience, maintaining a high level of organization and customer care to Langan Financial.

Pat’s number one job description is to make a significant impact on the lives of Langan Financial Group clients and their families. She prides herself in helping with LFG’s lasting relationships.

When not at work, you will find Pat with her husband Bob, children, and grandchildren. Family time is the most important part of her day but when there is extra time you will find Pat at the gym, remodeling, and/or traveling.

The charity has been an important part of Pat’s life. She was co-founder of several of her children’s school's large fundraisers. Good Shepherd School October/Spring fest, Trinity High School’s Monte Carlo Night, and Cumberland Valley’s Touch of the Valley. All events were started over 15 years ago and have made a major impact on the local community.


Devin Langan, Pa Financial Planning Team Member

Devin Langan

Devin Langan is the Director of Operations at Langan Financial Group. Devin handles the business operations and marketing. overseeing the business’ tactical, operational, and strategic development.

Devin brings 10 years of experience advising businesses on analytical and strategic issues, including the creation and implementation of effective business succession and growth plans.

Devin started his career as a consultant at the number one private consulting growth firm in the U.S., per Inc. 5000 Magazine, where he spent his time advising Fortune 100 and 500 companies on market entry, competitor analysis, and strategic planning.

He received his B.A from Mercyhurst University and continued his educational pursuit, receiving a Business Strategy Certification from Cornell University, an Exit Planner Certification from the Business Enterprise Institute, an Project Management Professional certification from Project Management Institute, and Green Belt for Lean Six Sigma from the American Society for Quality.

He is a past speaker at the International Strategic Competitive Intelligence Professionals Conference on Link Analysis, providing insight into using visualization to interpret and comprehend large quantities of data at a simpler and quicker pace.

In addition to his experience researching, analyzing, and developing strategies for companies, Devin brings a passion for the local community.

Devin has served in several non-profit board positions. He was a board member for the Foundation for Enhancing Communities and spokesperson for the Emerging Philanthropist Program where he utilizes his leadership and strategic skills to help raise funds for charities.

He was a co-founder of the Harrisburg Hoopla charity event, which has raised over $50,000 in its first three years!

In addition, he was co-chair of the program committee for the local American Society for Quality, helping run programs for a local lean six sigma chapter.

Devin joined the Greater Harrisburg Area Habitat for Humanity’s Board of Directors in 2019. He eventually became Member at Large, then Treasurer, and finally, Vice President, helping Habitat pursue its mission. Devin's term for Habitat ended in June of 2022.

He is now the Founder and President of the American Marketing Association Central Pennsylvania Chapter.  AMA Central Pa is dedicated to educating, empowering, and connecting marketers from all different industries and help them reach their potential.  This is the first new AMA chapter in 10 years and the fastest one to become a fully fledged chapter!

Devin strives to support the local community in any manner possible. When Devin is not working or helping local non-profits, he is spending time with his family.


Zoey Langan, Pa Financial Planning Team Member

Zoey Langan

Our Chief Rollover Officer!  Zoey is our beloved office pup. She is a Bernese Mountain Dog who joined the Langan Financial Group family in 2018, starting work at a very early age.

Because she's started so early, Zoey has an excellent work ethic and has quickly become an essential part of the team.

She has become an essential motivator to the team. Although she has been known to sleep on the job at times and looked the other way for treats, she continues to increase morale for everyone throughout the day.

Schedule a Chat with our Financial Planning Team

If you have any financial planning questions or concerns, please feel free to contact us for a free consultation.

You can reach us at 717-288-1880 or visit our contact us page to send an inquiry. We will be sure to respond within 24 hours.

Connect with Our Financial Planning Team!

Disclosure: Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  Cambridge and Langan Financial Group, LLC. are not affiliated. Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CO, DE, FL, GA, IA, KY, MD, NJ, NM, NY, NC, OH, PA, TX, VA, WI   Cambridge and Langan Financial Group does not offer legal advice. Estate planning services are in regards to your overall financial plan. Always be sure to speak to a legal professional in regards to specific legal matters. Fixed insurance services offered through Langan Financial Group.

 

Testimonial/Endorsement Disclosure: The testimonials may not be representative of the experience of other customers.  The testimonials are no guarantee of future performance or success.  All of the testimonials/endorsements are clients with the exception of Steven Martinez of York SPCA.  There was no cash nor non-cash compensation for any of the testimonials provided.

© Langan Financial Group 

Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085