Navigate to Sitemap

Lycoming County, PA Wealth Management Team

Helping you reach your goals

Meet Our Lycoming County, PA Wealth Management Team

Regional Manager Financial Services Delivery
Old Lycoming
(570) 601-1264

Sam has been with C&N since 2011 and is currently the South Regional Manager of Financial Services. Prior to joining C&N, Sam was a Wealth Manager at Wienken Wealth Management in State College. Sam graduated with honors in business administration from the Whittemore School of Business and Economics at the University of New Hampshire. Sam holds a Series 7 and 66 securities license as well as his insurance license.

Senior Financial Consultant
570.546.9441

Mike joined the C&N wealth management team in early 2018 as a financial consultant in the South Region. Prior to joining C&N, Mike worked as a financial consultant for Santander Bank and also with MetLife.  Mike is a graduate of the Pennsylvania State University and holds his Series 7 and Series 66 securities licenses as well as his insurance licenses.

Senior Retirement Plan Administrator
570.724.8593

Since beginning his career in the Financial Industry in 2003, Josh Sivers has been cultivating his expertise into success at C&N. Currently, Josh is the Senior Retirement Plan Administrator at C&N in which he manages all employer sponsored retirement plan administration. Prior to joining C&N in 2014, he worked as an Investment Analyst and Mutual Fund Trader for First Savings Financial Services. Josh graduated from Lycoming College in 1999 with a B.A. in Communications, and earned his Masters of Business Administration from Bloomsburg University in 2001. 

Josh volunteers his time as a coach with the Warrior Run Little League and Warrior Run AYSO. He lives in Watsontown, PA with his wife, Katharine, and his two children.

Make your IRA Rollover Painless.
C&N Library
A Collection of Articles from C&N Experts
C&N Library