Plan, Maintain, Give.
To meet our clients where they are and help them discover where they want to go financially, helping them to align their wealth with their values and goals.
Spend more time listening and less time explaining or lecturing. Be empathetic and put forth confidence and competence to make clients feel good about working with us.
Values:
- Fairness
- Capability
- Diversity
- Acceptance
Meet Jeremiah Sensenig
As the Founder & President of Capacity Financial in Leesport, PA, I am committed to building long-term relationships with my clients, making their financial goals my top priority. Drawing on my knowledge, experience, and robust tools, I help build financial freedom for each client. I am prepared to assist clients with their financial plans to help them pursue their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you work toward these goals
- Suggest suitable products and strategies based on your own tolerance for risk and your time frame
- Implement your strategy with products and services that help address your needs
Joanne Laessig
Director of Operations
Kimberly Woollam
Staff Assistant