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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Greg Ocker, CFP®

Owner / Financial Advisor

(717) 263-3316

(717) 263-5460

Greg@ockerfinancialservices.com

With more than 20 years of experience in the financial services industry, Greg enjoys helping individuals, families, and small business owners plan for their future.

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Lacey Houck, CFP®

Financial Advisor

(717) 263-3316

(717) 263-5460

Lacey@ockerfinancialservices.com

Lacey serves clients by managing investment portfolios, researching investments, making financial planning recommendations, and managing retirement plans.

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Luke Ocker

Financial Advisor

(717) 263-3316

(717) 263-5460

Luke@ockerfinancialservices.com

Luke serves clients by preparing for meetings, researching investments, and making preliminary recommendations.

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Mackenzie Miller

Administrative Assistant

717-263-3316

717-263-5460

office@ockerfinancialservices.com

Mackenzie supports the Ocker Financial Services team by coordinating meetings, managing documents, and handling our administrative and client service matters. She will be happy to point you in the right direction and help you schedule...
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Sue Bodner

Administrative Assistant

(717) 263-3316

(717) 263-5460

office@ockerfinancialservices.com

Sue ensures effective and efficient communications and operations at Ocker Financial Services. Sue supports the team with coordinating client meetings, document management, and managing daily administrative and client service matters.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.