About Asset Planning Insurance Group, LLC
Mr. Banfer has been in the financial planning field for over 30 years. He has a degree in Business Administration from Penn State and a B.S. in Finance. He holds a Certified Financial Planner certification as well as a Chartered Life Underwriter and Chartered Financial Consultant designation from the American College, and numerous insurance and securities licenses. Mr. Banfer has written a number of books and articles on financial planning and taught courses for over 20 years.
Jennifer graduated from Indiana University of Pennsylvania with a bachelor’s degree, majoring in Finance, in 2001. She has over 15 years of experience in many areas of finance, including banking, insurance sales and customer service. She is licensed in Pennsylvania for Property and Casualty and Life and Health insurances.
Beth Hetrick has more than 7 years of tax, bookkeeping and Quickbooks experience. As a graduate of Saint Francis with dual degrees in Accounting & Management and Quickbooks Pro Adviser certifications for both desktop and mobile, Beth offers our clients a wealth of knowledge and accurate information.
Oddist has 15 years of insurance experience and was at one time licensed in all 50 states to sell insurance. He currently is licensed in Pennsylvania for Property and Casualty and Life and Health Insurance. He is currently working on a Bachelors degree in Business Management from Strayer University.