Our experienced staff offers personal service and commitment to our clients that is second to none. We focus on building long-term relationships by formulating creative financial planning solutions and by offering innovative ideas that will help you reach your financial goals.
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Jay Desai, CFP®

Certified Financial Planner™ Practitioner

 jdesai@macroadv.com
 (717) 764-4566 – Office
 (717) 296-2197 – Mobile

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Mahir Desai, CFP®

Certified Financial Planner™ Practitioner

 mjdesai@macroadv.com
 (717) 764-4566 – Office
 (717) 297-0120 – Mobile

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Mikesh Desai, CFP®

Certified Financial Planner™ Practitioner

 mdesai@macroadv.com
 (717) 764-4566 – Office
 (717) 276-8712 – Mobile

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Herman Dodson, CLU, ChFC

Financial Consultant

 hdodson@macroadv.com
 (570) 401-8784 – Office
 (570) 273-9753 – Mobile

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Shannon Shupp, CFP®

Certified Financial Planner™ Practitioner

 sshupp@macroadv.com
 (717) 764-4566 – Office
 (717) 325-4058 – Mobile

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Dipal Patel

Office Manager

 dpatel@macroadv.com
 (717) 764-4566 – Office
 (717) 276-8397 – Mobile

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Shushma Patel

Client Relationship Representative

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