Brad helped found The Conestoga Group in 1986 and currently serves as president. Prior to founding The Conestoga Group, he worked for eight years as a producer and manager for a major financial brokerage firm in Philadelphia. Brad conducts various seminars and workshops, including guest speaking before the Pennsylvania Institute of Certified Public Accountants and the Mid-Atlantic Chapter of the Institute of Management Accountants. He is a past member of Congressman Curt Weldon's Health Advisory Board, Aetna/US Healthcare's Producer Advisory Board, and the Upper Main Line YMCA's Board of Directors. He currently serves on several other boards.

Brad did his undergraduate study at the Pennsylvania State University. He has received Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He is Series 6, 7, 24 and 63 registered and he is an Investment Adviser Representative with his broker/dealer Commonwealth Financial Network. Brad resides in Malvern with his wife Sue and their three children, Andrea, Drew, and Doug.
Back to top

Aaron Harken
Financial Consultant
*aaron.harken@conestoga.biz
extension 102

Aaron joined The Conestoga Group in June of 2000 as a consultant for both personal insurance and investments. He is Series 6, 7 and 63 registered as an Investment Adviser Representative through Commonwealth Financial Network. Aaron specializes in developing asset allocation portfolios for investment clients, and works with individuals and business owners to assist them in finding the appropriate life and disability insurance products for their particular needs. Additionally, Aaron works with clients who have potentially complex medical histories to obtain affordable life insurance coverage.

Currently a resident of Collegeville with his wife Brigitte and sons Jakob and Nicholas, Aaron has a BA in History from Ursinus College with minors in Politics and Sociology. He holds the investment designations of Board Certified in Mutual Funds (BCM), Board Certified in Asset Allocation (BCAA), Certified Fund Specialist (CFS), Certified Annuity Specialist (CAS) and Certified Income Specialist (CIS) from the Institute of Business and Finance in La Jolla, California. He also holds the designation of Certified Long Term Care Insurance Consultant (CLTC).
Back to top

Sue Palmer
Account Service Representative
*sue.palmer@conestoga.biz
extension 104

Sue joined The Conestoga Group in March 1998. Her area of primary focus is the servicing of individual client policies. Educated at Penn State University with a degree in Nursing, Sue worked in a variety of nursing related fields prior to coming to the Conestoga Group. Outside of the office, Sue keeps busy with her teenage children and their activities, as well as volunteering service in different school organizations and playing tennis. Sue lives at home in the area with husband Brad and three children.
Back to top

Fredonna Smith
Senior Administrator
*fredonna.smith@conestoga.biz
extension 103

Fredonna, or "Fred," joined The Conestoga Group in August 1999. She was instrumental in implementing the Conestoga Group's third-party COBRA Administration service and continues to oversee this area. She has also become very involved in researching compliance issues that relate to group insurance.  Fredonna resides in Malvern with her husband John and son Ryan.
Back to top