Stay focused on the blue mountains

Long-term financial preparedness can be a difficult concept to wrap your head around. By taking a proactive approach we are able to “coach” you through the process enabling you to make informed choices that avoid short-sighted, often emotional decisions, that may impact long-term financial goals.

Investing is not just for the wealthy; rather it’s for anyone who wants to work toward achieving their personal financial independence. The good news is you don’t have to do it alone. Your Financial Advisor is available to provide you with a financial education, guidance, and solutions to navigate the future.

our Financial Advisors

Pat Mullaney
Series 6, 63, 65, 26
Financial Advisor

Pat graduated from Penn State University in 1998, with a degree in Mathematics. Upon graduation he began teaching math and coaching basketball at Jim Thorpe High School. While teaching and coaching he completed his masters degree and enrolled in the doctoral program at Penn State. He was introduced to Primerica in 2002 and put his educational career on hold to start a career in financial services. He quickly assumed a leadership role and was promoted to Regional Vice President.

Pat has a strong passion for teaching leadership and financial literacy. He has guided countless families towards financial independence. He believes the basics of investing are simple, yet remain untaught. His passion is to share this information with clients.

Pat resides in Macungie, PA with his wife Susanne and their 3 children. He enjoys sports and is deeply involved in the youth sports community in the Lehigh Valley.

Office: 610-395-7960
Cell: 610-737-1574
Email: pmullaney@primerica.com

Steve Grazio
Series 6, 63, 65, 26
Financial Advisor

Steve Grazio is committed to helping individuals, families and small businesses achieve financial independence. He uses a foundation of financial education to help clients identify personal goals or objectives or opportunities for improvement (i.e., budgeting, saving, debt management) by working with clients along their journey toward financial independence. He is passionate about teaching clients important financial principals.

Steve works with clients one-to-one to develop and implement a customized financial program using a consultative process to offer practical advice and common sense solutions.

He earned his Bachelor of Arts degree from LaSalle University, Philadelphia, PA, his Masters, Business Administration from the Pennsylvania State University. Steve holds the Series 6, 63, 65 and 26 securities licenses. Steve has prior experience as an adjunct faculty member at Jefferson University, Philadelphia, PA. Steve has over 12 years of experience teaching both graduate and undergraduate students at the prestigious Kanbar College of Design, Engineering and Commerce, as well as the School of Continuing Education and Professional Studies. He is an active member of his community and is involved in several not-for-profit organizations.

Office: 610-395-7960
Cell: 610-639-2841
Email: sgrazio@primerica.com

Linwood (Al) Giles
Series 6, 63, 65
Financial Advisor

Linwood (“Al”) earned a Bachelor of Arts in Religion from Messiah College, 1982 and a Master of Divinity from Evangelical Theological Seminary, 1986 and has led congregations in eastern Pennsylvania for over 30 years. While pastoring his last church, Linwood encountered Primerica’s approach to personal and family finance. After making the necessary changes to reach financial independence for his family, Linwood has now begun sharing his story and the life-changing approach with many other families.

Linwood finds great joy in helping clients reach their financial goals and discovering how incorporating some basic financial principles, such as the power of compound interest can work in their favor.

Linwood resides in Gilbertsville PA with his wife, Cheryle. They have raised 2 adult sons who are married along with 2 grandsons. In addition to financial services, he trains pastors and leaders to impact their communities. Locally, he volunteers with Boyertown Optimist Club officiating youth basketball.

Office: 610-395-7960
Cell: 610-389-5857
Email: linwoodallengiles@primerica.com

Steven Himmelreich
Series 6, 63, 65, 26
Financial Advisor

Steven was born and raised in Berks County, Pennsylvania. He attended Reading Area Community College where he majored in Electronic Technology. Steven and his wife Millicent were introduced to Primerica in 2011. They currently live in Bernville, PA with their 2 children.

Steven enjoys educating individuals, families, and small businesses about the important financial principles, and assisting them with their retirement planning needs. Steven uses a consultative process to help clients identify their goals and objectives. Steven takes the time to meet each client wherever they are on their financial journey with the goal of developing a financial program to meet their goals. Steven is also an active member of the local Lodge 62 Masonic Temple and Shriners organization, where he helps raise money for many different non-profit charities.

Office: 610-395-7960
Cell: 610.858.3244
Email: shimmelreich@primerica.com

Deborah Hamburger
Series 6, 63, 65
Financial Advisor

Deborah is a lifelong resident of Pennsylvania and attended The Pennsylvania State University after high school receiving a BS in education. Time was spent at Kutztown University and Marywood University where she received a masters equivalency and a Master of Art in printmaking. After spending over 30 years in education and as a department head at the high school she taught at, Deborah came to Primerica to start a new career in financial services.

Working out of the Allentown office, she helps small businesses set up retirement plans and enjoys teaching clients about important financial principals. She has been involved in volunteering with youth and women in crisis to help them understand how to become debt free, financially independent and properly protected. She is passionate about assisting clients with retirement planning and having first-hand knowledge of the retirement system for teachers she helps educators prepare for the future. Deborah is also knowledgeable in the area of college planning, and helping families save more money.

Office: 610-395-7960
Cell: 610-217-8982
Email: hamburger.deborahi@primerica.com

 

Jeffrey Ringer
Series 6, 63, 65
Financial Advisor

Jeff is a resident of Pennsylvania and attended Lehigh University earning a BS in Finance before embarking on a long and satisfying career in the printing industry with over 30 years of experience in various leadership positions, including the last 10 years as the VP of Operations of an RR Donnelley printing plant in PA. In 2015, Jeff made the decision to change careers and join Primerica. This decision was driven by his strong desire to help other people, the same way that Primerica helped his family become financially independent over the years as a long-time customer.

Jeff works out of the Allentown, PA Office. He is passionate about working together with clients to develop a financial strategy that will be in the client’s best interest. Jeff understands that every family situation is unique and works hard, utilizing his financial experience, to develop a retirement plan that will help clients become debt free and financially independent. Jeff has knowledge of retirement and college planning.

Office: 610-395-7960
Cell: 610-533-1655
Email: Ringer.jeffreyf@primerica.com

Richard (Rick) A Seidel Jr.
Series 6, 63, 65
Financial Advisor

Born and raised in rural PA, Rick obtained his B.S.B.A with a major in Finance from Kutztown University. Immediately upon receiving his degree he began employment with a Special Hazard Fire Protection in Pennsburg, PA, where he worked beside recognized industry experts learning the art of individualized consultation to develop customized fire protection solutions for each specific client and application. He embraced the idea of never “selling” anything, but always teaching the client about the options available and making sure they understood the benefits and disadvantages of each option to make the most informed, practical, and competent decision together.

Rick re-embraced his passion for finance in February of 2018 when he joined Primerica. His mission continues to be helping by educating; teaching clients the How’s and Why’s of their investment options, so that they are informed and confident in their decisions from college planning to retirement.

Office: 610-395-7960
Cell: 484-507-6898
Email: rseidel@primerica.com

Travis Shearer
Series 6, 63, 65
Financial Advisor

Travis joined our team in 2020 and is an Investment Advisor Representative with Primerica Advisors. He is a true native son of South-Central Pennsylvania. Right out of high school he served 4 years in the U.S. Navy and after completing his commitment to service, he returned to his roots in Pennsylvania to work as a machinist and then a tool and die maker. After 11 years of working in industry Travis again returned to a service-oriented career in local law enforcement. In addition, Travis is the owner-operator of Jacob’s Valley Farm, a 55-acre farm in Hanover Pennsylvania, raising premium quality Katahdin Sheep.

After a lifetime of public service, Travis has now shifted focus to assisting families working towards their goal of financial independence. Travis understands the hurdles and roadblocks which face blue collar families and small business owners. Using his financial knowledge and life experience, Travis is able to provide meaningful financial guidance to individuals, families and small business owners. Believing in the team approach, Travis will work with you to make the most sensible and financially responsible decisions as you continue down the path toward your goals and financial independence.

Office: 610-395-7960
Cell: 717-316-9250
Email: travisshearer@primerica.com

Bryn Lindenmuth Jr.
Series 6, 63, 65
Financial Advisor

Bryn Lindenmuth Jr. is a Registered Investment Adviser Representative with a passion for helping people reach their financial goals. After graduating high school, he embarked on a lifetime commitment of helping and serving people. He earned his Associate Degree from Northampton Community College and furthered his education, earning a Bachelor’s Degree from York College. He graduated from the 87th police academy and for the next 15 years served his communities. He resides in the York area with his wife, a schoolteacher, and his two children.

He was introduced to Primerica in 2020 and started in the financial services industry. Realizing the significance of making a difference in people’s lives, he put his mind to teaching people the importance of saving and investing. His passion is to help create financially independent individuals and families as they work to achieve their financial goals.

Bryn will assist you as you navigate your unique investment journey and help you reach your financial goals and objectives.

Office: 610-395-7960
Cell: 610-703-9992
Email: blindenmuth.jr@primerica.com

CLIENT SERVICE COMMITMENT

 

Front: from left to right;
Heather Schmidt; Lavona Berger; Dean Berger; Brittany Weber

At Blue Mountain Financial Group we take pride in personally serving the client. Lavona and Dean Berger lead our client relations team to ensure that we are always available to address your needs. We believe in open and active communication that enables us to assure clients are on track with their goals and objectives. We strive to respond to client questions or concerns in a timely manner.

learn more about us

Individuals identified as Blue Mountain Financial Group are affiliated with PFS Investments Inc., a subsidiary of Primerica, Inc., and offer products and services through PFS Investments Inc.

A Primerica representatives’ ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Inversing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.

The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.

Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.

Before investing, you should carefully consider your financial objectives, and the risks, charges, fees, and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature, and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.

Blue Mountain Office:

Office: 610-395-7960
Fax: 888-257-8334
7310 Tilghman Street
Suite 500
Allentown, PA 18106