Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by David Weaver, Megan Wall and Tom Paup through their affiliation with HD Vest. 

 

Thomas Paup, Jr., AIF®

Financial Advisor

717-249-0453

717-838-1116

tpaup@swcwealth.com

Tom Paup is an independent financial planner who works with a diverse group of clients and focuses on investment and retirement planning. Tom is...

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David G. Weaver

Financial Advisor

(717) 838-2682

(717) 838-5736

investweaver@gmail.com

David is a Financial Advisor with over 15 years financial planning experience. David began his financial planning career doing accounting for small businesses and individuals and became an Advisor with H.D. Vest Investment ServicesSM...

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Megan Wall

Financial Advisor

(717) 838-2682

(717) 838-5736

megan.wall@hdvest.net

Megan is a Financial Advisor with H.D. Vest Investment ServicesSM and the team of SWC True North Wealth Management in 2013. She is FINRA series 7 (General Securities Representative Series) and...

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Mary James

Registered Representative

717-706-0700

717-838-1116

mary.james@hdvest.net

Mary is a Registered Representative with H.D. Vest Investment ServicesSM and joined SWC Wealth Management in 2016. She specializes in retirement planning services for public school employees. Mary James has a bachelor's degree from...

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Roderick Mason, CPA

Financial Advisor

717-776-6375

masonfsl1@verizon.net

Rodd is a Registered Representative with H.D. Vest Investment Services and became an associate of SWC Wealth Management in 2016. He is serving investment and...

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