CONNECT

Address:

602 North Front Street
Wormleysburg, PA 17043

Phone:

717-736-7007

Fax/Other:

717-761-6127

Our Service Team

 

Shari Dietz

Senior Registered Account Administrator

Shari is a Senior Registered Account Administrator at McCarver & Freeman Wealth Management (formerly known as the Rohrbaugh Group). Prior to joining the group in 1997, she worked in the financial services industry at Bank of Hanover & Trust Co. 

Shari’s duties are diverse. She is responsible for the group’s trading, running the group’s internal programs, as well as creating individualized reports for clients. Shari also works directly with clients and with the group’s stock option plans. Shari holds Series 7 and 63 securities registrations.

Shari has been married since 1986 to her husband, William and they have two daughters Kaleigh and Kirsti.  She enjoys spending time with her family, boating at Lake Meade, and traveling on long weekend motorcycle rides.

 

Rose Hopkins

Senior Registered Account Administrator

Rose is a Senior Registered Account Administrator with The McCarver & Freeman Wealth Management Group of Wells Fargo Advisors Financial Network (formerly known as the Rohrbaugh Group). Prior to joining the group in August 2004, Rose worked as a Trading Analyst with Invesmart, Inc. for one year after re-entering the workforce after 14 years of work as a stay-at-home mother. She also worked as a Registered Sales Assistant at the Rohrbaugh Group from 1979 through 1988.

Rose holds a bachelor’s degree in business administration, with concentrations in finance and accounting, from Elizabethtown College. She holds Series 7, Series 63 and Series 66 securities registrations.

Rose lives in Camp Hill and spends her free time traveling and spending time with family and friends.  


Jody Kutz

Client Associate

Jody joined McCarver Freeman Wealth Management Group in March 2014, now Stonebridge Financial Group.  Prior to that, she worked as a Client Associate with Wells Fargo Advisors for seven years. She performs administrative duties and provides client service and support for the team.

Jody and her husband Harvey live in Dillsburg.  They have five awesome kids, two dogs and enjoy being outdoors.  Jody loves gardening, crafts, reading and sharing special time with her family.


Jessica Dowdy

Client Associate


Eric Moul

Client Associate

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals