Who We Are
Making An Impact On The Next
Generation
Our wealth management practice was built on one simple belief: when we put our clients first, everything else falls into place. With more than 40 years of combined experience, our team of dedicated financial professionals brings both expertise and a personal touch to every relationship.
We specialize in tax-efficient retirement income strategies, estate planning, and comprehensive financial planning for individuals, families, and business owners. Whether you’re building wealth, preparing for retirement, or navigating the complexities of multi-generational planning, we’re here to help you feel confident in every financial decision.
As a team, we take a hands-on approach, blending proven strategies with a deep understanding of your goals, values, and vision for the future. Our role isn’t just to create a plan, but to walk beside you every step of the way, offering clear guidance, thoughtful advice, and ongoing support.
At the heart of our practice is education. We believe that when you understand your financial picture, you gain the power to make informed, confident decisions that can shape a secure and meaningful future.
Nancy Arboleda Ward, CFP®, CRPC®
LPL Financial Advisor
717-219-7440
Nancy Arboleda Ward is a Certified Financial Planner CFP®, Chartered Retirement Planning Counselor CRPC® and LPL Financial Advisor. She has worked in financial services for more than 25 years. She holds Series 6, 7, 63, and 65 registrations through LPL Financial, insurance licenses, and a Bachelor's degree in accounting and information systems. She has attended various executive education courses through University of Pennsylvania's Wharton School of Business, Northwestern University's Kellogg School of Management, and Notre Dame's Stayer Center for Executive Education.
Nancy believes that she can improve her clients' financial lives by understanding their current situation, exploring their immediate and future needs, and by designing and implementing a road map to help them address those needs. She monitors the plan, confers regularly with clients to keep them informed about its progress, and provides the practical guidance needed to work toward their life goals and dreams.
Nancy treasures times spent with her two daughters as well as her extended family and friends. She enjoys yoga, walking, reading, and traveling, especially to her native Ecuador.
Amanda (Ward) Diaz, CFP®
LPL Financial Advisor
717-219-7342
Amanda is an LPL Financial Advisor with Advisory Services Financial, LLC. She is responsible for daily account operations, asset management, and insurance planning, and provides comprehensive financial plans for clients. Amanda received her bachelor’s degree in Psychology from Millersville University and holds insurance licenses and Series 6, 7, 63, and 66 registrations through LPL Financial. Amanda achieved her CERTIFIED FINANCIAL PLANNER™ designation in 2024 and is a member of the Financial Planning Association. Her background in Psychology combined with her CFP® certification allow her to provide a holistic approach to financial planning. With over 10 years of experience in the financial services industry, she is dedicated to helping her clients feel empowered by working collaboratively to form a comprehensive financial plan based on their values and goals.
While out of the office, Amanda enjoys traveling, Pure Barre workouts, reading fiction, and spending quality time with her husband and their two dogs.
Jonell Walker
Registered Client Services Assistant
Jonell comes to the Advisory Services Financial team with over 10 years of experience in the financial services industry where she has served in client service and supervisory roles. She values long-term relationships with clients and strives to provide friendly and efficient service. Her range of knowledge includes all aspects of account maintenance.
Jonell earned a bachelor’s degree in English with a minor in Economics from Franklin and Marshall College. She holds her Series 7 and 66 registrations through LPL Financial.
Away from the office, Jonell enjoys cooking, gardening and spending time with her husband and their adult children.
W. Robert Wilson
Retired Founder
W. Robert Wilson is the retired founder of Advisory Services Financial, LLC who moved to Michigan on October 31, 2019, to enjoy time with his family.
Bob began his career with Merrill Lynch and later EF Hutton, where he gained a broad range of experience working with the many investment areas offered by full-service investment firms. He completed the financial planning course at EF Hutton and specialized in risk arbitrage (friendly and hostile corporate takeovers) and has been interviewed on television as an experienced financial professional.
In 1985, he opened his own independent investment firm, Advisory Services Financial, LLC. Over the years, he conducted numerous seminars and workshops and was the recipient of many awards for client service. Active in professional and civic associations, Bob has served on the Board of Chautauqua Managers for the historic Mt. Gretna Community and is a past president of the Rotary Club. In addition, he has been active in coaching youth sport programs.
Bob enjoys reading, theater and golf. However, his favorite time is spent with his wife, children and grandchildren.