Lisa Sharp Mchenry

Current Employers

Employment History

• 05/2015 → 02/2025
  Concourse Financial Group Securities Inc
  Goshen, IN
• 03/2015 → 01/2019
  Everence Financial Advisors
  Mount Joy, PA
• 11/2019 → Present
  Everence Trust Company
  Mount Joy, PA
• 10/2019 → Present
  (Dba) Everence
  Mount Joy, PA
• 01/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Mount Joy, PA
• 01/2019 → 09/2019
  Everence Financial Advisors
  Mount Joy, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Mount Joy, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-04-05 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Mount Joy, PA
  Mechanicsburg, PA
  Birmingham, AL

Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 07/2008 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 22.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. NOTARY PUBLIC; Non-investment Related; 960 E Main Street, Mount Joy, PA 17552; Notary Services; Notary; Start Date 03/2013; 2 hours per month all occurring during trading hours; As a notary in Mount Joy Borough, Lancaster County, PA, I notarize documents for Everence clients as needed. 3. POA; Non-Investment Related; Lancaster, PA 17603; Other; Power of Attorney; Start Date 03/2015; 1 hour per month with that 1 hour per month occurring during trading hours; Power of attorney for my mother.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-02
• S63 Uniform Securities Agent State Law Examination
  2015-07-20

Designations

Other Names

• Lisa Ann Sharp
• Lisa Mchenry