Bradley Newman, CFP®

FOCUS Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique…

Bryson J. Roof, CFP®

FOCUS Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to…

E. Jeffrey Roof

FOCUS Jeff provides leadership, strategic guidance and management oversight for the firm’s Central PA location. CAREER HIGHLIGHTS Jeff has worked with a diverse range of clients nationwide providing investment management and financial advisory services since 1982. Prior to originating Roof Advisory Group in 1998, he was Executive Vice President of…

Daniel T. Eye, CFA®

FOCUS Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions and collaborates with other investment team members to formulate the overall economic view of the firm. CAREER HIGHLIGHTS Dan spent five years at Zeke Capital Advisors as a Client Portfolio Manager. At Zeke Capital Advisors, he…

Brian J. Jankowski, CFA®

FOCUS Brian’s primary responsibilities involve investment and economic analysis and research, placing investment trades and rebalancing accounts to target per investment policies. CAREER HIGHLIGHTS Brian has dedicated years to passing all three levels of the CFA® exams, demonstrating Brian’s commitment to being an ethically accountable investment expert with mastery of…

Adrianne Smith

FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Investment Advisors. She assists clients with day-to-day requests, handles the new account and transfer processing. Adrianne also schedules client reviews, and an array of other tasks. CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and finance…

Miranda Metz

FOCUS Miranda’s focus is to drive the firm’s growth through planning, creation, implementation, and oversight of strategic marketing and communications initiatives. CAREER HIGHLIGHTS Miranda started her marketing career in 2001 and has worked to improve the messaging and outreach for nonprofits, small businesses as well as internationally recognized brands. EDUCATION…

Kevin S. Roof

FOCUS Kevin oversees and coordinates the Central Pennsylvania Office’s day-to-day administrative, client service, and the firm’s processes and procedures. CAREER HIGHLIGHTS Kevin’s administrative, client-centric, technical, and leadership background spans nearly four decades providing the basis for managing a client-centered firm. EDUCATION Temple University York College COMMUNITY INVOLVEMENT Kevin has participated…