Jay was born in Arkansas and first learned the value of hard work from his parents working on the family farm. Jay’s claim to fame is winning third place in the lip sync competition at the Yellville, Arkansas Turkey Trot festival. His song of choice was “Peggy Sue” by Buddy Holly. Jay later moved to Branson, Missouri, the country music capital of the Ozarks, where he graduated from high school. His experience with hard work continued as Jay served in many roles at a Mexican restaurant owned and operated by his mother.
Jay attended Southern Methodist University where he met his wife, Katie, and earned a Bachelor of Arts degree in 2003. Jay found his passion for finances through a Crown Financial Ministries Bible Study at Highland Park Presbyterian Church in Dallas. He decided to combine his love for people and finances and went in search of a career change.
In 2006, Jay joined Northwestern Mutual in Dallas before moving to the Harrisburg and Mechanicsburg offices. Jay has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and holds his FINRA Series 6, 7, and 63.
In 2018, Jay was named to the Central Pennsylvania Business Journal’s Forty under 40 class and is actively involved at West Shore Free Church in Mechanicsburg. Jay has been married to Katie for over 14 years, and they have two children, Bethany and Karis. He enjoys playing sports and spending time with his family. Jay’s favorite book is John Bunyan’s, The Pilgrim’s Progress.
Matt is a native of Williamsport, PA, where his first job was mowing grass for the founder of Little League Baseball, Carl Stotz. Matt attended Williamsport High School (Go Millionaires!) and graduated from Lycoming College with a Bachelor of Arts degree in Finance and Economics. An internship with Northwestern Mutual in the summer of 1998 was Matt’s first exposure to financial services. Matt’s love for building personal relationships and connecting people led him back to Northwestern Mutual in 2006. Since his return, Matt has earned his Certified Financial Planner (CFP®) certification, Registered Employee Benefits Consultant (REBC) and Registered Health Underwriter (RHU®) designations, as well as his FINRA Series 6, 63, 65 and 7.
In 2016, Matt was named to the Central Pennsylvania Business Journal’s Forty under 40 class. Matt is a member of West Shore Free Church where he serves as the Treasurer and Member on the Elder Board, Co-Chair of the Stewardship Committee and as a leader of the Preparing for Marriage Ministry.
Matt and his wife, Minta, met at Lycoming College and live in Dillsburg with their children, Julia and Zach. In his free time, Matt enjoys all types of athletic and outdoor activities. He particularly loves fly-fishing the streams of the Cumberland Valley, coaching his kids’ sports and spending time with his family at their cabin in the mountains of Tioga County. Matt’s dream job would be a fly fishing guide as it would allow him to combine his love of people and fishing.
As Chief Operating Officer, Minta serves as practice manager overseeing the daily operations of InTandem Financial. In addition, she meets with select individual clients and equips our business clients with solutions for their employee and executive benefit planning. Minta is operating in her sweet spot when she’s bringing order to chaos, and her true native language is Excel.
Minta is named after her Great Grandmother, but she has never met another person face to face with her name. Minta has known since she was 18 years old that she wanted to work in financial services, and this desire led her to earn a Bachelor of Arts degree in Finance at Lycoming College. While at Lycoming, Minta traveled the world with concert choir and sang a solo in the White House.
Before joining Northwestern Mutual, Minta's financial acumen includes fourteen years of experience in commercial banking. She joined Matt's team in 2014 to oversee client service and growth of the practice. She has earned her FINRA Series 6, 63 & 65 registrations.
Minta is actively involved in the United Way of the Capital Region, Lycoming College President's Leadership Council and is a Leader of Preparing for Marriage Ministry at the West Shore Evangelical Free Church in Mechanicsburg. Minta and her husband, Matt, live in Dillsburg with their children, Julia and Zach. Although her favorite season is summer, her favorite kind of day is a quiet Saturday watching football with family and friends.
After playing Minor League Baseball for the New York Mets for six years, Joe joined the InTandem Financial team as a Financial Representative. Joe grew up in Dillsburg, PA, and was drafted by the Mets in the sixth round out of Northern High School. While playing baseball, Joe also made his Hollywood debut with appearances on the television show, “Impractical Jokers”, and in the movie, “Kingsman”.
In 2017, Joe married his high school sweetheart, Emily, the pretty girl who grew up three houses down the street. In 2019, they welcomed their first child, Quinn, and Joe says “spending time with my Emily and Quinn is what I look forward to everyday!” As a family, the Tuschaks have set a goal to visit every state in the country and hope to eventually retire in Hilton Head, South Carolina.
As a Financial Representative, Joe loves listening to clients’ goals for their future and helping them build a financial plan to make those goals become a reality in ways they may have never thought possible. One of the greatest strengths Joe brings to the InTandem Team is positivity and the kind and gracious way he treats every person.
Outside the office, Joe loves to golf, hunt and fish. Joe and Emily attend West Shore Free Church where Joe volunteers as a Big Buddy for the Elementary Special Needs Ministry and serves in Senior High Youth Ministry leading a small group for 10th grade boys. Joe takes inspiration from Jim Valvano who said “Never give up! Failure and rejection are only the first step to succeeding.”
As the Director of Wealth Management Services, Ronnie is responsible for plan analysis, portfolio management, and investment operations. An avid learner, Ronnie challenges the InTandem Financial team to always be growing in financial industry knowledge and to embrace advances in technology.
Born in Lancaster and raised in Berks county, Ronnie joined Matt’s and Jay’s team in January of 2014 after participating in Northwestern Mutual’s Internship Program and graduating from Messiah College with a Bachelor of Science degree in Business Administration, with a concentration in Finance.
Since joining the team, Ronnie has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor in Philanthropy (CAP®), and Retirement Income Certified Professional (RICP®) designations. He also holds his FINRA Series 7 & 63 registrations.
Ronnie and his wife, Paige, live in Ephrata and enjoy frequenting the dog park with their canines, Koda and Willow. Ronnie enjoys coffee, music, listening to books on his daily commute, and trips to the beach. His favorite book is Mere Christianity by his favorite author, C.S. Lewis. Ronnie and Paige love to spend time with family and friends around the table sharing great food and playing board games. They are both active in their church leading worship and serving in the Bible Club ministry for first through sixth graders.
As the Director of Insurance Operations & Services, Dione manages all insurance applications for the InTandem Financial team. In addition to preparing insurance proposals, she completes individual applications with our clients and follows the application through the underwriting process until it is approved and the policy is delivered. When you call our office, you can expect to hear Dione’s friendly voice offering to serve you.
Dione grew up in Dover, PA, and is the oldest of three children. She graduated from Harrisburg Area Community College with an Associates Degree as a Paralegal. Dione started with Northwestern Mutual in 1999 and worked for Don Failor for 17 years before joining Matt’s team in 2017. If you ask Dione what she likes most about her job, she would tell you she “loves interacting with our clients”.
Dione and her husband of 19 years, Chad, live in Etters, and Dione delights in her role as Yaya to her grandchildren, Leo and Lane, because the love is completely unconditional. In addition to cooking, gardening, bicycling on rails-to-trails, and rooting for all Pittsburgh sports teams, Dione loves to read. Her favorite book is Rebecca, by Daphne du Maurier, with Anna Karenina, by Leo Tolstoy a close second. In the future, Dione dreams of being a full time “dog mom” and having unlimited time to volunteer at her local food bank and soup kitchen, and of course, the local library.
As Director of Client Relations and Marketing, Traci manages internal workflow for the InTandem Financial team and is responsible for new client on-boarding, case preparation and scheduling. Traci is a self-proclaimed “worker bee” and delights in serving InTandem Financial’s team and clients by solving problems so vision and goals become reality. She loves to plan meaningful client events because quality time together is her favorite way to build and grow relationships.
Traci came to Northwestern Mutual with more than eleven years of experience in financial services and brings a strong customer service background that was developed in the banking industry. Traci has a Bachelor of Science in Business Administration and has earned her FINRA Series 6, 63 and 65 registrations.
Traci met her husband, Dwayne, on the muddy banks of the Youghiogheny River 22 years ago, and they are the parents of two teenagers, Kimberly and Jason. Traci loves to dabble with art, listen to music, and take long car rides with her family especially if the destination has sand and sunshine. In her free time, Traci delights in supporting her children’s activities and is currently serving as Vice President for the Northern Music Boosters. The Keiffers attend West Shore Free Church and dream of retiring in Coastal South Carolina someday. One of Traci’s favorite quotes is “If you get tired, learn to rest, not to quit”.
As Director of Client Services, Kristy serves our clients by promptly responding and processing their insurance service requests. Kristy plays a major role supporting our advisors through case preparation and client file management.
A native to the mid-state, Kristy has lived within 10 miles of Three Mile Island her entire life and was just seven months old during the meltdown. Kristy attended Cairn University as a double major in Vocal Performance and Biblical Studies, and although she never envisioned a career in financial services, Kristy came to InTandem Financial with a unique customer service prospective as one of Jay’s clients, affording her the opportunity to relate to our clients as someone who shares in their experience.
In May of 2016, Kristy joined Jay’s team and holds her FINRA 7 & 63 registrations. Kristy says, “Watching the relief and satisfaction on a client’s face when we are able to offer them peace of mind and financial freedom through good planning is the greatest reward for the work I do”.
Kristy lives in Lewisberry with her husband, Sheldon, and their children, Benjamin and Lilly. Kristy feels most at peace when she is surrounded by beauty so she delights in channeling her inner Joanna Gaines and curating a warm and welcoming home where her family and friends gather. When they aren’t drinking excellent coffee, building epic Lego kingdoms, or snuggling up together to watch and re-watch their favorite MARVEL movies, the Rosenbergers are helping their church, LCBC, launch its 13th campus on the Carlisle Pike. If you visit, you will likely hear Kristy using her vocal performance degree singing and playing piano on the worship team.
As Director of Insurance and Group Benefits for InTandem Financial, Deb is responsible for overseeing our group insurance and serves as relationship manager to many of our insurance clients. Deb starts every work day at Starbucks where the staff know her name and have her grande Chai “with six pumps of chai, no water, no foam” ready before she can order it! One of the greatest strengths Deb brings to the team is the energy she generates talking to our clients on the phone. She treats every client like a family member and whole heartedly shares their sorrows and their joys.
Before joining the InTandem Financial team, Deb worked as an Associate Financial Representative for Don Failor for over 32 years. Deb began her career in the insurance industry in 1979 at Connecticut Mutual, now MassMutual. She is an expert in personal life, disability, and long term care insurance, in addition to group insurance benefits.
Deb lives in Mechanicsburg with her husband, Phil. They have been married for 44 years and have one son, Aaron, and two grandsons, Landen and Preston. Deb is a member of Trinity Lutheran Church in Mechanicsburg where she sings in the choir and serves on the Outreach Committee. One of ten children, Deb treasures every moment she gets to spend with her extensive family. Deb loves to travel, skype precious friends across “The Pond”, and visit her South Carolina neighbors at her home away from home. On a Friday night, you will likely find Deb dancing or singing karaoke at the Mechanicsburg American Legion where she is frequently asked to sing “God Bless the USA”.
As Financial Representative Assistant, Cade joined InTandem Financial to support the team with special projects and database management.
Cade, a 2017 graduate of Mechanicsburg High School, is a rising Junior at Wheaton College in Illinois. An Economics major, Cade is also a member of the Men’s Basketball team. He was recently selected to receive the NCAA Elite 90 award at the NCAA 2019 Division III Final Four. This award is given to the student athlete with the highest GPA of the teams in the Final Four.
Outside of school, Cade enjoys hanging out with his dog Frannie, working out, volunteering for the Special Olympics and spending time with his friends and family. Cade lives in Mechanicsburg, attends West Shore Free Church and looks forward to time at the Jersey Shore this summer!