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Benjamin Haas

Wealth Manager

About Benjamin Haas

I started the Haas Financial Group, LLC in April 2013 after spending 8 years with Gerhart, Haas & Associates, a Financial Advisory practice of Ameriprise Financial.

I am responsible for the firm’s business development, personal financial consulting services and the client service model.

I am a CERTIFIED FINANCIAL PLANNING PROFESSIONAL and Chartered Retirement Planning Counselor registered/licensed to conduct business in CO, FL, IN, MA, NC, NJ, OH, PA, TX, VA, WV holding Series 7 with LPL Financial and Series 66 registrations with both LPL Financial and US Financial Advisors, as well as PA Life Accident & Health Insurance licenses.

My wife, Desiree, and I have three sons, Cayden, Gabriel and Lucas. When not at work, I am an active participant in my community and church. I enjoy home projects, music, rooting for my Philadelphia sports teams and spending as much time as I can with my family and friends.

Business Experience

2006 to 2013, Financial Advisor, Ameriprise Financial Services, Inc., Center Valley, PA

Qualifications, Designations and Degree

  • 2006, Bachelor of Science, Political Science, Franklin & Marshall College
  • Financial Planning Association, Member
  • Registered to conduct business in CO, FL, IN, MA, NC, NJ, OH, PA, TX, VA, WV

Community Participation 

  • Kutztown Area School District Education Foundation, President
  • Kutztown Community Partnership, Chair of Economic Development Committee
  • Zion’s Union Church of Maxatawny, Finance Committee & Strategic Planning Task Force
  • Optimist Club of Kutztown, Past President
  • Franklin & Marshall College, Alumni

 

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Adam Werner

Wealth Manager Assistant

About Adam Werner

I have been with the Haas Financial Group since 2015 after working closely with Ben at Ameriprise Financial as both a Financial Advisor and a Registered Sales Assistant, since 2009. In addition to caring for clients, I am also responsible for assisting in personal financial consulting services and the on-going business operations of the practice.

I am registered/licensed to conduct business in PA holding Series 7 with LPL Financial and Series 66 registrations with both LPL Financial and US Financial Advisors, as well as PA Life Accident & Health Insurance licenses.

My wife, Amy, and I reside in Reading, PA with our three daughters, Ava, Ainsley and Axy. When not at work or shuttling the kids between activities, I enjoy spending time with my family cooking, reading or just relaxing in front of the TV trying to catch up on our DVR smiley. During the Summer, I am a competitive drag racer at Maple Grove Raceway, racing alongside my dad, Paul, and passing along the family hobby to Ava who started racing in 2018. I am a Penn State Alumni, I root for the Eagles, Sixers, Phillies and Flyers and I love keeping up with pop culture and comedy. 

Business Experience, Designations and Degree

  • 2009 to 2014, Financial Advisor, Registered Sales Assistant Ameriprise Financial Services, Inc., Center Valley, PA
  • 2007 to 2009, Financial Advisor, Adams & Associates, Blandon, PA
  • 2007, B.S. Business (Penn State University)
  • Registered to conduct business in PA

 

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Devon Volker

Client Relations Associate

About Devon Volker

I recently joined Haas Financial Group as a Client Relations Associate after spending many years in various industries managing logistics and supply chain functions. I am excited for my new role because it will allow me to develop different skills, grow professionally, and be active in the Kutztown community. At Haas Financial Group, I will be responsible for maintaining client data and helping to foster new and existing relationships.

I reside in Kutztown with my husband, Matthew, and two young children, Mavis and August. Outside of the office, I enjoy spending as much time as possible with my family. We love to travel, be outdoors, and get together with friends. I am also a devoted Philadelphia 76ers fan and have learned to ‘Trust The Process”. I consider myself a “foodie” and in the summer you can find me at the local festivals.

In addition to working at Haas Financial Group, I am also an Adjunct Professor at DeSales​ University, which allows me to mentor and prepare students for a career in Supply Chain Management.

Degrees

  • 2006, MBA (Robert Morris University)
  • 2004, B.S. Business (Duquesne University)

 

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Desiree N. Haas

Operations Associate

About Desiree Haas

As the wife of Benjamin Haas, I support the Haas Financial Group in more ways than one. While rarely with the day to day happenings of the office, I do assist with the back-end operations of the business from time to time. Prior to my most recent role as full-time mom, I was Administrative Assistant to the Director of Food & Nutrition Services at Tredyffrin/Easttown School District and use that experience to help Ben when I am able.

Although born in Miami, FL, I grew up in Sugarland, Texas prior to moving to Gerrardstown, WV. My family still resides just across the Virginia border. I have lived in Pennsylvania for 20+ years though,  having graduated from the Philadelphia University of the Arts where I majored in dance education. I'm thrilled to be teaching dance classes again here in Kutztown, PA as dance remains a passion of mine! Ben and I live in Kutztown with our three boys, Cayden, Gabriel and Lucas and our dog, Paxton and cat, Percy.  When free time is available, I enjoy dining out with my friends, live music and the performing arts.