More About Ilgenfritz Financial Group's Associates
At Ilgenfritz Financial Group, we are honored to have associates who are committed to creating substantial nest eggs that senior citizens can depend on. As a locally owned and operated firm, we continue to stay involved in our community as we both host and participate in educational seminars regarding senior financial planning. Get in touch with us
today to schedule your tax return
or financial planning
appointment! We will take our time to ensure that you understand all of your options.
William M. Ilgenfritz, LUTCF, RFC
Bill is a 1991 graduate of West Virginia University with B.S. in Business Administration.
Due to his ever increasing senior client base, Bill recognized the need to focus on the most effective means of financial planning for the golden years. In 1998 Bill formed the Ilgenfritz Financial Group, specializing in securing the nest egg of seniors.
Bill has taken advanced classes in senior financial planning and capitalization. He has specialized in working with seniors for the last 23 years.
Bill stays abreast of current trends and investment options through continuous education at the Certified Financial Planner School with the American College.
To further assist his senior clients, in 2001 Bill formed IFG Senior Tax Solutions. Professional tax advisers prepare senior’s taxes and ensure they are taking advantage of unique tax breaks designed specifically for them. Their focus is to inform retired individuals of ways to minimize their tax obligations.
John F. Lyman
John Kline-Lyman has joined Ilgenfritz Financial Group after 28 years of experience working for Fortune 500 companies. He holds a Bachelors of Science degree in Business Management Computer Information Systems from the University of Phoenix.
His entrepreneurial successes over the years along with extensive senior level management experience within Fortune 50 & Fortune 500 companies have prepared John for this next phase in his career. As a licensed agent of Ilgenfritz Financial Group, John’s primary goal is to help educate seniors on the best strategies for preserving wealth with the most upside potential as well as identifying unique tax breaks while minimizing tax obligations.
John’s strong suits include managing multimillion dollar budgets, strategic planning, market analysis and achieving ultimate client satisfaction.
John currently resides in Dillsburg, PA with his wife Jennifer. In his free time he and Jennifer enjoy outdoor activities. You can often find them on the Appalachian Trail, kayaking the Yellow Breeches or fishing on the Susquehanna River.
Jeffrey D. Crowley
Jeff graduated from Pembroke Academy in 1986 and then attended Plymouth State University, where he graduated in 1990 with a B.S in Business Management and Economics and Math minors.
Jeff worked for Wells Fargo Financial for 5 years, beginning in 1991. He quickly became a top sales employee, was promoted to Branch Manager, and received a "distinguished" review as he became a nationwide "all-star manager."
Jeff specializes and has licensed lines of authority in accident and health insurance, life insurance, fixed annuities, and Medicare insurance. Jeff will happily educate you on financial products that can help you achieve your financial goals.
By providing one-on-one meetings and educational seminars to seniors, Jeff continues to promote the "old-fashioned" face-to-face approach to customer service. He's currently enrolled in various educational programs to stay on top of ever-changing financial trends.
Jeff currently lives in New Freedom, and enjoys coaching softball, sponsoring numerous athletic teams and assisting with functions at the New Freedom Community Center. He is an active member of his community, to say the least!
Since 1998, Ilgenfritz Financial Group has been serving senior citizens in our community with outstanding tax and financial guidance.
We will help ensure that you are financially secure so you can enjoy your "golden years" as much as possible.