Welcome to Culbertson Financial Services
www.culbertsonfinancialservices.com

Guidance For Your Financial Well-Being

Culbertson Financial Services Staff 

 

Amy Kline

Senior Administrative Assistant 

Amy graduated from South Hills Business School in 1995 and joined Culbertson Financial Services in August, 1995.  Amy works with the Employee Benefits and is largely responsible for customer service on the group plans.

Patricia "Pat" Lutz

Administrative Assistant/Notary

Pat joined Culbertson Financial Services in 2007. She is a graduate of University of Phoenix and has 20 years experience in the insurance field.  Pat works with our investment clients and group retirement plans.

Securities, Financial Planning and Advisory Services offered through LPL Financial a registered investment advisor.

The LPL Financial registered representative associated with this site may only discuss and/or transact business with the residents of the following states:     Scott Culbertson - PA, MD, VA     Dan Aiello - PA, CA, FL, GA, MA, MD, NY, OH, SC, VA, WV    Daryl Schafer - PA

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Culbertson Financial Services

105 West Main Street

Boalsburg, PA 16827

(814) 808-6029

Fax  814-808-6054

Toll Free 800-292-3001

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105 West Main Street, Boalsburg, PA  16827                                            Toll Free 800-292-3001

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Dominic Aiello

Client Service Consultant

Dominic is a Penn State graduate who joined Culbertson Financial Services in 2016.  He has a finance degree with a minor in economics.  Dominic is a client service consultant for group and individual health insurance as well as  for Medicare.

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Dan Aiello

LPL Investment Advisor Representative

Dan graduated from the University of Pittsburgh in 1991 with a B.S. degree in Business Management.  Dan focuses on working with individuals and employers on insurance and investment strategies.  Dan specifically concentrates on fee based money management programs, designed to maintain wealth and satisfy estate planning goals.  Dan currently holds the FINRA series 7, 63, 65, 24, 51 held with LPL Financial.  He also holds the PA Life, Health and Disability Income designations.

Daryl R. Schafer

LPL Investment Advisor Representative /Agent

Daryl is a 1985 graduate of Penn State University with a degree in education.  He joined Culbertson Financial Services in 2001 with a background in state level non-profit administration.  His FINRA securities registrations include Series 7, 63 and 66, held with LPL Financial.  He is also PA Life, Health, Accident and Annuity licensed.  Daryl is the Medicare specialist at Culbertson Financial Services, working with individuals seeking health coverage solutions on an individual basis and helping employers interested in providing seniors with cost effective coverage as a part of a group. 

Daryl is a SMARTVESTOR Pro who focuses on the needs, goals and investment education of his clients.

R. Scott Culbertson

                                       , CEBS

President/LPL Investment Advisor Representative

Scott is the President of Culbertson Financial Services.  He has been practicing in the financial services industry for over 40 years.  Currently Scott holds the CFP designation and his FINRA Securities registrations include Series 6 and 63, held with LPL Financial.  Scott is PA Life/Health and Accident licensed.  He has served as President of Central PA's Financial Planners, President of the CCAIFA, and Chairman for PAIFA PAC.  Scott served four years in the Army Security Agency and retained the rank of Staff Sergeant.  His last assignment was a F. Huachuca as NCOIC of the Communications Center.  In 1976 Scott formed his own company and has built an experienced team specializing in complete financial planning needs for employer benefits and their employees, as well as individual planning.

Member FINRA /

SIPC