Broker Check

Meet Us

Benjamin Wilhelm CRPC®, AAMS®

Financial Advisor

(888) 275-4236

(570) 409-4592

[email protected]

Through the development of genuine, personal relationships with his clients, Ben strives to assist and simplify their financial affairs to give them the freedom to focus their attention on the things that they enjoy most. Ben holds two...

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John Shipman CIC, LUTCF

Insurance Advisor

888-275-4236

570-409-4592

[email protected]

John grew up in Sunbury and studied political science at Bloomsburg University and theology at Baptist Bible College in Clarks Summit. He entered the insurance and investment business as an agent in 1970 and opened his own agency...

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Brooke Landis

Administrative Assistant

888-275-4236

570-409-4592

[email protected]

Before working as administrative assistant at Lone Oak, Brooke Landis started her career in the financial services sector working in the banking industry where she achieved the position of assistant manager. She previously spent some...

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Rick Shoch, JD

Attorney

[email protected]

Rick is a native of the Susquehanna Valley, having been born and raised in Sunbury, PA. He is a graduate of The Pennsylvania State University and The Widener School of Law in Delaware. Prior to returning to the Susquehanna Valley in...
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Tonya Wilhelm

Content Marketing Manager

888-275-4236

[email protected]

Tonya Wilhelm enjoys working alongside Ben as marriage and business partners. With her degree in photography and visual arts, Tonya is owner of the local business, Wilhelm Photography, for over eight years. Her photography...

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