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) 263-5460
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.
Lacey Houck, CFP®
Financial Advisor
(717) 263-5460
Lacey@ockerfinancialservices.com
Lacey serves clients by managing investment portfolios, researching investments, making financial planning recommendations, and managing retirement plans.
Luke Ocker
Financial Advisor
(717) 263-5460
Luke@ockerfinancialservices.com
Luke serves clients by preparing for meetings, researching investments, and making preliminary recommendations.
Sue Bodner
Administrative Assistant
(717) 263-5460
Sue@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.
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.