Affiliated Financial Planners
Faith In Finances

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Address:

4155 Independence Dr Suite 1
Schnecksville, PA 18078

Phone:

(484) 297-2199

Our Team

 

 

Eric S. Dorman, CFP®

(484) 297-2199

Eric@AFPteam.com

Managing Partner

Certified Financial Planner TM

Certified Kingdom Advisor TM

Veteran to the financial services industry, Eric Dorman has been a practicing Financial Planner in Pennsylvania for over two decades. As an experienced Financial Advisor, Eric provides clients with the organized insight they need to make informed decisions bridging the span of past, present, and future.

Eric earned the Certified Financial Planner™ designation in 2006 through The American College and holds licenses: Registered Representative Series 6, 7, 63 & 65, as well as Life and Health. He is a 1991 graduate of Penn State Smeal College of Business, with a BS in Business Management, where he was a Member of Delta Upsilon International Fraternity, as well as a Member of the ADFPA Power Lifting Club.

Eric began his career in 1991 with Aid Association for Lutherans, as a District Representative. Toward the end of his run, the firm's name transitioned to Thrivent Financial for Lutherans and Eric was awarded the distinct title of "Senior Financial Planner", given to a select group of individuals based on education, experience and production.

Affiliated Financial Planners is a relationship-based financial planning firm seeking to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, FDIC Insured Banking Services.

A lifelong resident of Schnecksville, PA, Eric and his wife Steff are raising their son Noah in accordance with their strong values, which includes a deep passion for the Creator, interest in healing ministries, bible study, and drumming in a praise band. As a family, they enjoy their love of travel, Disney, and the outdoors. Together, they spend time scouting, boating, various water sports, and downhill skiing. In addition, Eric has been a private pilot for 20 years. Active in the community, he can often be found lending his time and value to worthwhile local and national charities.

A cornerstone of Eric's financial planning style is the recognition that every individual's economic and life situation is unique. Eric is quoted as saying, "I understand that my clients are in different stages of life. I am committed to developing a personalized financial plan by highlighting and monitoring the balance, as their life, goals, and assets change."

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Kevin Rhodes, CFP®

(484) 297-2199

Kevin@AFPteam.com

Certified Financial Planner TM

Kevin began his financial services career in 1989 with VALIC, primarily working with retirement plans in the areas of healthcare and education. He became an independent financial planner in 2005. Kevin holds the Series 6,7,63, 66, Life and Health Licenses and earned the Certified Financial Planner designation in 1999.

With undergraduate and graduate degrees in education, he enjoys the teaching aspect of working with clients to help them gain a better understanding of how to solve their financial challenges. Growing up on a farm has given Kevin a strong appreciation for the unique challenges and hard work of small business owners, especially in the area of providing retirement income for themselves and their employees. Kevin also enjoys helping senior clients navigate the ever increasing complexity of Medicare, working with them to make informed decisions.

With experience in all aspects of financial planning, he places a high emphasis on helping clients based on a framework of integrity and trust.

Kevin and his wife Mary have 3 grown children, and 2 grandchildren. He enjoys hiking, sports, national parks, family genealogy, and is actively involved in his church. He also started running a few years ago and has done several half-marathons and two marathons. His “bucket list” includes going to all the major league baseball stadiums, visiting each state in the U.S., hiking all the sections of the Appalachian Trail in Pennsylvania, and running a three generational half-marathon or marathon (or at least a 5K!)



Lin L. Gehris, CRPC®

(610) 360-6903

Lin@AFPteam.com

Chartered Retirement Planning Counselor (CRPC®) 

Returning to the Financial Services industry after a successful Project Management tenure in the construction industry, Lin believes the same principles  utilized to create a successful construction project are also the cornerstones for a successful financial plan. He now uses this special set of skills for his clients' benefit as part of the Affiliated Financial Planners team.

Lin is a graduate of Muhlenberg College with a Bachelor of Arts degree in Business Administration. Lin holds his Pa. Life and Health licenses, Series 6, 63, and 65 registrations, as well as a Chartered Retirement Planning Counselor (CRPC®) designation.

A lifelong resident of the Lehigh Valley, Lin and his wife Gail have two daughters and two grandchildren. Lin and Gail enjoy traveling but love to spend time with their family and friends. Lin is a lifelong member of Zion Lehigh Lutheran Church where he served as a Sunday School teacher as well as a Council member and Council President. Lin is also very active with the LIONS Clubs in Lehigh and Northampton Counties, District 14-K.  He has served many years as the District Treasurer and as the District Governor for 2012-2013.

Lin believes that each individual's situation is unique and that getting to know the individual is absolutely necessary in order to personalize the financial plan to achieve that individual's specific goal.

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Joseph Hudock

Joe@AFPteam.com

As a client care representative at Affiliated Financial Planners, Joe is focused on honing his financial planning skills to help craft strategies to benefit clients.  Not only will Joe be creating value for clients and building relationships he will also be playing an intricate role in advancing the operations of our back office.

Joe's accomplishments include a major in Finance as a 2015 graduate of Florida State. He holds his Series 7 & 66 securities licenses as well as his PA Life and Health insurance licenses. Recognized for his leadership and outstanding performance as an athlete at Parkland high school, Joe is a native to the Lehigh Valley area bringing new faces of opportunity to the team. In his spare time Joe can often be found on the local golf courses enjoying a solo or group round.

At Affiliated Financial Planners Joe's natural characteristics of interpersonal skills and desire to succeed provide for the solid foundation AFP was built on to continue to strengthen. Joe is self-motivated and ambitious not only in the office but outside of work. His leadership skills and expanding technological knowledge will add value to both his team and its clients.

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Thomas C. Hock, CFP®

(610) 769-4400

Tom@AFPteam.com

Independent Financial Planner

Seasoned Independent Financial Planner, Thomas Hock, CFP®, is a founding principal of Affiliated Financial Planners and has over three decades of experience providing for the investment needs of individuals, families, trusts, and corporations.

A graduate of Penn State, Tom earned a Bachelor of Science degree in Business and Accounting. Tom has been Licensed since June 1980. Prior to starting the firm in 1987, Tom began his career with IDS and American Express. Tom earned the Certified Financial Planner™ designation in 1992. His holds the following designations: Series 1, 7, 24 & 63, as well as licenses in Life & Health.

Lifelong native of Lehigh Valley, PA, Tom and his wife Valerie continue to enjoy making this their primary home. Due to their love for traveling, they make every effort to spend part of the winter in their new Florida home. They can also be found exploring beautiful locations in a search of breathtaking views, playing golf, and downhill skiing in Colorado and Utah. Tom's love of travel has taken him to over 40 countries around the world and six continents. He is an avid cyclist, loves hiking and adores his dog Pierre. Tom served his country in the U.S. Coast Guard and is a proud Vietnam Veteran.

Having grown a significant presence in the wealth management industry, Tom is an instrumental partner and team leader who is focused on delivering objective advice, flexible investment solutions, and quality service in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, FDIC Insured Banking Services.

Tom understands that financial planning has evolved into a discipline that is as much about the person as about his or her wealth. His reputation in relationship-building has proven results and in many cases his clients become longtime friends.


Stephanie Dorman

Client Relations Manager

Stephanie Dorman brings over 13 years of administrative practice in her position at Affiliated Financial Planners.  Her role as Client Relations Manager is a pivotal part of the firm's success.   Stephanie is responsible for supporting a busy roster of clients; maintaining a constant stream of inquiries, problem solving, navigating, scheduling, and troubleshooting for the client and the advisor.  Her attention and skill set affords this position focus and clear opportunity to attain the goals expected from each and every individual she supports.

Stephanie earned her Associates degree in Travel from Allentown Business School.     Her past employment experience includes positions at Bucks County Bank, Daytimers, Rosenbluth Travel Agency, as well as a driver for Parkland School District.  This comprehensive background provides the experience and charactaristics that builds upon her organizational and people skills.  This is a prime example of why she is such a valuable member of our team.   

A main contributor to Stephanie's lifestyle outside of the office is her passion for the most important role of her life – Mom to her teenage son Noah, and at the core, she and her husband Eric maintain a steadfast faith in the Lord.  She also leads a small women's bible study group.  A love of cooking, entertaining, reading, and discovering the newest Christian artists are all interests she pursues.

Stephanie has a history of high-level accountability, and consistency, all while employing a can-do attitude that empowers the momentum of others around her.

 


Mary S. Freret

Executive Financial Associate

Mary Freret joined the office of Affiliated Financial Planners in 2010.  As Administrative Services Manager, Mary supports the accounting and banking functions, as well as keeping a regular communication flow with clients via newsletters and correspondence.  She also handles trades, redemptions, and exchanges, as well as maintaining payables, payroll, taxes and the overall administrative efforts of the office. 

Mary has previous experience as a Corporate Accountant and Tax Preparer at HRBlock.   Over the past 10 years, she has been immersed in raising a family with two growing children, all while maintaining her position as Officer on the Board of Directors for several volunteer organizations.  For the past six years, Mary served as Treasurer of her children's school Parent Teacher Organization.  She enjoys this opportunity and plans to continue chairing several committees as a volunteer.

A graduate of Tulane University with a BA and William and Mary with an MBA, Mary brings with her the educational background and skills to compliment the team.

She is passionate about supporting her children's extracurricular activities including, baseball and American Saddlebred horse showing – a pastime that both she and her husband enjoy.  In addition to their love for horses, the family also includes two chocolate labs and a big lazy cat.  Mary and her family can often be found taking daytrips together with friends.  She enjoys spending leisure time reading mysteries, baking and searching for a good bargain.

The skills and background Mary brings to her position as Administrative Services Manager at Affiliated Financial Planners are relied upon to effectively highlight the scope of her reach into highly productive functions.  She enjoys working as a part of our team, and in turn, the team enjoys working with her.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck