Sarah Creath is a CFP® professional with nine years of experience in financial advising. She has been with BCK Partners, Inc. since 2015. BCK Partners, Inc. provides comprehensive financial management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines asset management with financial planning and manages client portfolios using ETFs, mutual funds, individual equities, and fixed-income instruments on a discretionary basis.

James Kaffenbarger Jr. is a CFP® professional with 13 years of experience in the financial services industry. He has been with BCK Partners, Inc. since 2015. BCK Partners, Inc. provides comprehensive financial management and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities, combining investment management with financial planning and consulting. The firm manages discretionary assets of approximately $212.7 million, employing an investment approach that incorporates fundamental analysis, asset allocation, and both long- and short-term strategies, with client accounts custodied at Charles Schwab.