Wealth Manager

Creig Batcheler

Creig feels that continuing education is what makes a professional valuable to their clients. Creig attained his Bachelor of Science degree in Education from Lock Haven University of Pennsylvania in 1970. He was awarded the Chartered Life Underwriter designation in 1977, and the Chartered Financial Consultant designation in1983, by the American College. He earned his Certified Financial Planner certification in 2007. In 2008 he earned the designation of Chartered Retirement Planning Counselor. He continues to add value to his client relationships by continuing his educational pursuits in selected financial planning subject areas. He has successfully completed the FINRA sponsored Series 6, 7, 63, and 65 examinations.

To help his clients achieve the highest rate of success, Creig tries to offer access toa broad scope of investment planning ideas and financial solutions. He was drawn to YTS for the opportunity to provide his clients with a wider array of products and services with back up from a group of highly motivated professionals. Creig believes that the most important part of the process is to get back to the client with the correct answer to their planning question in a timely manner.

During his time outside of the office, Creig enjoys quality time with his wife, Jeanne. Together, they have a wonderful dog named Benelli who is Creig’s favorite hunting partner. When not out in the fields with Benelli, he can be found on any number of sporting clays courses in the area.

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