Our Staff

In This Section

Our staff strives for personal relationships that build clients for life! With an average of 20 years in the financial services industry, our community of advisors are specialized and seasoned in their respective expertise. Each completes over 24 continuing education hours every year in order to remain current and relevant for you and your family.

Craig E. Lytle | MBA, CFP®, President

Craig Lytle is a CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter (CLU°) with 20 years experience in the financial planning industry. He is an Investment Advisor Representative with Signator Investors Inc. Craig is responsible for the professional development of Investment Advisors, Registered Representatives and Insurance Agents. More...

Dawn K. Lytle | VP of Marketing

Dawn Lytle graduated from York College of Pennsylvania with a B.S. in Marketing and a minor in Management. She joined Income & Estate Planning Partners in 2008. More...

Josh Dougherty

Josh is an Administrative Assistant for INCOME & ESTATE PLANNING PARTNERS, P.A. He is a graduate of Elizabethtown College. Josh enjoys playing sports, working out & networking.

Stanley L. Terry | Account Executive

Stan Terry is an Account Executive, he joined the firm in 2013. Stan has 33 years experience in the Industry. He works closely with his clients to provide them the knowledge and expertise to help reach their goals.

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