Friday, July 17, 2009

Orrstown Financial Advisors: Dan Baer Earns CTFA Designation

Shippensburg, PA, July 1, 2009 – Orrstown Financial Advisors is pleased to announce that the American Bankers Association has awarded Dan Baer the Certified Trust and Financial Advisor (CTFA) designation. The Certified Trust and Financial Advisor certification is designed to:Establish a recognized standard of knowledge and competence for the trust and wealth advisory field, formally recognize those who meet these standards, provide employers and clients with a tool to identify skilled, knowledgeable professionals, and support the benefits of professional continuing education and development.

Barb Brobst, Senior Vice President and Trust Officer said “ The achievement of this designation is an affirmation of the education and experience that Dan has gained in his tenure with Orrstown Financial Advisors, the Investment Division of Orrstown Bank.”

Dan is currently a Trust Officer and Financial Advisor for Orrstown Financial Advisors. A 1993 graduate of The Pennsylvania State University, Dan is also a 2007 Honors graduate of the Central Atlantic School of Trust sponsored by the Pennsylvania Bankers Association and has recently graduated from the Graduate Trust Program at Emory University, a program sponsored by the American Bankers Association.With more than 8 years of experience, Dan holds both the Series 7 and Series 66 licenses, and specializes in Fiduciary Accounts, Estate Planning, and Estate Settlement.

Orrstown Financial Advisors, a division of Orrstown Bank, provides conservative, disciplined, and client-centered investment management services tailored to the goals and objectives of their clients. Clients include individuals, businesses, non-profit organizations and municipalities. Orrstown Financial Advisors manages over $600 million in assets with a staff of 30 professionals.

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