York Branch

Welcome to our York Branch! Conveniently serving the community of York, Pennsylvania, we offer personalized financial planning and investment advice to help you achieve your financial goals. Whether you're looking to build wealth, protect your family, or preserve your assets, our dedicated team is here to guide you every step of the way.

CLICK HERE TO SCHEDULE A CALL

Address

294 Pleasant Acres Rd
Suite 201
York, PA 17402

Phone: (717) 609-9050
Email: info@investcarlisle.com
Mon-Fri: Open 24 Hours
Sat-Sun: By Appointment

Thomas Paup, CFP®, AIF®, ChFEBC(SM)

President/Financial Advisor

(717) 609-9050

tom@investcarlisle.com

I started my career as a financial advisor working for a large brokerage firm. I realized they were only interested in how to make more money for the firm rather than for clients. I decided that had to change. In 2012, I started my own...

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Glenn Rowland CPA, CFP

Financial Advisor

(717) 751-2325

(717) 757-9142

glenn@rowlandfinancial.net

Glenn graduated from Drexel University and earned an MBA from Penn State. He has been involved in financial management and financial advising for over twenty years, and has been active in the community of York. Some of the volunteer...
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Sophia Barone

Client Services Coordinator

7176099050

sophia@investcarlisle.com

Hi! I’m Sophia and I recently graduated from Dickinson College with a B.A. in Economics. I’m thrilled to start my career in financial services as a Client Services Coordinator, and I’m currently working toward my Series 7 and 66...
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