Our Team

Alan J. Fishman, CLU, CFP®, Shareholder

Alan J. Fishman is a CERTIFIED FINANCIAL PLANNER^TM Practitioner and former CPA* who brings experience in public accounting, financial management** and insurance to his association with Yorktown Financial Group, Inc. He is also a Chartered Life Underwriter (CLU). Alan co-authored a textbook for veterinarians on practice management and has also co-authored several articles on retirement plans in the Journal of Accountancy.

Professional Affiliations: Alan is a member of the Philadelphia Estate Planning Council and the Financial Planning Association.

Education: Franklin and Marshall College, BA in Accounting, Attended the Johnson School of Management (Cornell University’s MBA program).

Personal: Alan lives in Lafayette Hill, PA with his wife and two daughters. He is an active member of his synagogue and involved in charitable activities.

Alan Fishman is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
 

*Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor. 

**Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


Derek Lemke, CFP®

Derek entered the financial services industry in 2001 following a career in commercial aviation as a pilot. Having passed the Series 6, 63, 65 and 7 securities exams, Derek is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.

Education: Salem College (1993), Salem, West Virginia, BS in Aeronautical Engineering.

Personal: Derek lives in Royersford, PA.

CFP® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.