Union County, PA Wealth Management Team

Steve joined C&N Investment Services in February of 2026 as a wealth advisor. Steve focuses on helping individuals, families, and business owners strive to build, manage and preserve long-term wealth. His client-first approach allows him to develop customized financial strategies designed to align with each client’s goals.

Specializing in retirement income planning and investment management, Steve takes pride in his ability to simplify complex financial strategies, so that clients can feel confident in their financial future. A graduate of Saint Francis University, Steve holds his Series 7 and 66 securities registrations through LPL Financial, as well as his PA Life and Health insurance licenses. Prior to joining C&N, Steve served as a financial advisor for First National Bank.

Outside of work Steve enjoys spending time traveling, trying new cuisines, and improving his health through going to the gym. Steve resides in Watsontown with his wife Kaitlin.

Stephanie began her career in Wealth Management in 2004. Prior to that, she served as a Teller and Customer Service Representative, where she developed a strong foundation in client service and relationship building. Over the years, Stephanie has cultivated many long-standing client relationships and takes pride in always acting in her clients’ best interests.

She currently holds her Series 6 and Series 63 securities licenses and is licensed to offer annuities, life insurance, and long-term care insurance. In 2007, Stephanie graduated with honors from the PBA School of Trust and Investments, further strengthening her expertise in financial services.

Stephanie resides in the Watsontown area and enjoys spending time with her family. She is also a devoted fan of the Philadelphia Phillies and Flyers.

Julie Yonkin began her career in Wealth Management in 2022 and currently serves as a Wealth Management Associate. She is dedicated to supporting clients in pursuing their financial goals through thoughtful personalized service.

Julie holds her Series 7 and Series 63 securities licenses through LPL Financial and is also licensed to offer annuities, life insurance, and long-term care insurance solutions.

Outside of work, Julie enjoys singing with the Susquehanna Valley Chorale and spending time with her husband, Cody, and their cat, Ace.