Stephanie L. Baity

Stephanie is a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor professional. She maintains the Series 7 and 66 securities registrations through LPL Financial as well as her PA Life and Health Insurance licenses. She brings twenty years of experience working in the financial services industry.  Stephanie received her B.A. and M.S. from Shippensburg University, was a graduate of Leadership Cumberland in 2016, earned the CFP® designation in 2020, and the CKA® designation in 2025.

Stephanie works to provide the firm’s clients with the highest degree of professional service to include portfolio management, research, trade execution and on-going financial planning services and investment advisory consultation.

Stephanie lives in Carlisle with her husband and children.  She is involved in the community, sitting on several boards and committees.  She currently serves on the Board of Directors for Maranatha-Carlisle and the United Methodist Foundation of PA.  She serves on the Board of Trustees for the YWCA of Carlisle, and on the Finance committee for the YWCA of Carlisle and the Curriculum Committee for Leadership Cumberland.  She is a volunteer with Junior Achievement and the Bureau of Elections for Cumberland County.  Stephanie is also involved in several leadership capacities with the Carlisle United Methodist Church. In her spare time, she enjoys being outside, running and spending time with her family and friends.