Sean W. Reading
Sean is Partner at The North Star Financial Group and a Certified Financial Planner® professional with nearly 18 years of experience in assisting clients in meeting their financial goals. In order to achieve the Certified Financial Planner® designation, he successfully demonstrated competency in Financial Planning, Insurance Planning and Risk Management, Employee Benefits, Investment Management, Income Tax Planning, and Retirement and Estate Planning. Sean is also an avid "student" of the financial markets, and follows both the US and foreign exchanges.
Sean seeks to understand each client's individual situation and goals--and then works with them to develop a plan to work towards these goals. Sean develops straightforward plans that are often conservative in allocation, easily understood, and promptly implemented. Sean's goal is to build long-term working relationships with his clients and area businesses. Sean graduated from Ursinus College with a Bachelor's Degree in Political Science. Prior to becoming a Certified Financial Planner® , Sean worked for Amtrak as a railroad conductor.
Sean has two adult sons, is involved in his local community, loves Penn State football, plays pickleball and golf, and lives in the Lower Dauphin School District. He is also an avid outdoorsman and can often be found in the woods when he is not in the office.
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Heather L. Richardson
Heather L. Richardson is a Partner at The North Star Financial Group and the Client Relationship Manager. In this role, Heather coordinates communication with clients, facilitates and monitors transactions, establishes accounts and all requests for service with accounts. Our goal is to keep our clients fully informed of the status of account transactions and to be available to assist them in a timely manner.
Heather has over 35 years of experience in client service and is a Registered Representative and holds the Series 6 and 63 licenses.
Heather holds a BS in Human Resources and an Master's Degree in Business. She is involved in many volunteer organizations and is a Leadership Lebanon Valley graduate in 2011. Heather is passionate about educating women on financial topics.
She is also a Dream Team member of the Women's Fund of The Foundation for Enhancing Communities as well as a founding member of the Lancaster Women's President Organization.
She enjoys travel, reading, cooking, sunsets, blue ocean water, exercise, and craft cocktails! She has two adult daughters, is a sports enthusiast, and enjoys playing golf.
Corey Jacquet
Corey joined us at The North Star Financial Group in the fall of 2023 to assist with client transactions and communication. She also processes new business applications and coordinates many behind the scenes operational tasks. She is always available to help clients process distributions, conquer technological mishaps, and answer questions you might have. We are so grateful to have Corey as part of The North Star Financial Group.
