About Us

In addition to being the founder, president, and CEO of Transition Advisor Group, June is also a Certified Financial Fiduciary. She holds insurance licenses in Pennsylvania, Maryland, North Carolina, South Carolina, and Virginia and Texas. She and her team have a strong desire to help families establish a plan for their life goals, take the time to truly listen to their clients, and understand their individual circumstances.

June works with her clients to build, manage and protect their assets throughout their lives’ transition periods. Her services include retirement income strategies, Social Security optimization, long-term care strategies legacy planning, and life insurance planning, along with tax minimization strategies to help create prosperity through effective planning.

Frank joined the Transition Advisor Group team after a 40-year career in both the military (Major Retired, U.S. Army) and government contract services, working on many products to include many types of equipment supporting the Army’s mission.

Frank continuously pursues innovative processes to expand the TAG brand and create a second-to-none customer service culture for all clients in the Pennsylvania, Maryland, North Carolina, South Carolina, and Virginia and Texas areas. Frank is a graduate of Campbell University in Buies Creek, NC and of Project Management Professional courses from the Project Management Institute.

Assisting with the operations of Transition Advisor Group at both the Harrisburg and York locations, Donna is a compassionate, upfront, and determined person. She understands the meaning of customer service, excels at delivering the highest client satisfaction, and gages and improves client satisfaction while with TAG. She is friendly, pleasant on the phone, and focused within the financial environment. Donna can be counted on to perform internal and external procedures for office processes.

Donna is also a chief planner in organizing events and seminars for TAG. She’s versed in working with many vendors to support TAG seminars. Her dedication to her position, along with her direction of calls, client meetings, events, and critical administration paperwork shows the source of many compliments TAG has earned. She additionally maintains a Customer Relationship Management database for capturing all appointments, meetings, and vendors working with TAG.

Donna enjoys traveling and spending time with her children and grandchildren. She is community-oriented, working with her church activities and assisting with numerous events with her husband.

Trenton is the first person all clients see when entering the Harrisburg office, as well as the first to answer phone calls. He welcomes clients to Transition Advisor Group as they enter the reception area, sees that guests are well-acquainted with June before and after their appointment, and ensures they’re treated like family. He also assists June at her monthly workshops and seminars.

A Harrisburg local, Trenton is beginning his work experience with TAG right out of high school and has acquired his debt management certification through the “Financial Coach Master Training” program in April 2024, streamlining his efforts to becoming a financial advisor under June’s extensive leadership. Away from the office, Trenton enjoys traveling, music, writing, and photography.