Charles R. Eberly, Jr.
Chuck’s passion for financial services began when he was an artillery officer in the Army. In his spare time, he found himself helping his soldiers with taxes and finances. After leaving the Army he decided to make it his career and serve the financial needs of others.
As Managing Partner of SevenBridge Financial Group, Chuck has oversight of the firm. Leveraging over 25 years of experience as a financial advisor, he also serves as Co-Chair of the Investment Committee, developing and implementing investment strategies to fulfill the financial objectives of key client families. He manages the coordination of clients’ key advisors to provide consistent and comprehensive financial solutions.
Chuck graduated from Slippery Rock University with a degree in Business Administration. He attended several advanced schools while in the Army, including Ranger School, and graduated with honors from the Field Artillery Officer Advanced Course. He is an active member of his community and has served as President of the Rotary Club of Mechanicsburg, Trustee of Zembo Shrine and served on the boards of the West Shore Chamber of Commerce and Easter Seals of Central Pennsylvania, among other civic activities.
Chuck and his wife Teresa have two grown children and share their time living in Central Pennsylvania and Denver Colorado. Outside the office, Chuck enjoys fly-fishing, offshore fishing, and traveling with his family.
Lawrence J. DeFluri
A “numbers guy” his whole life, Larry’s early career involved working for engineering and oil companies. Intrigued and interested in the research and metrics of companies, stocks, and the stock market, Larry found that a career in financial services provided an opportunity to combine his analytic skills along with something he was passionate about – helping clients improve their financial picture.
As Managing Partner of SevenBridge Financial Group, Larry is responsible for oversight of the firm, as well as the provision of comprehensive financial management, planning and investment services to his clients and their families. Larry has been with SevenBridge and its predecessor firm for 19 years. Prior to this, he was a Senior Vice President at Merrill Lynch, and also worked at Smith Barney for several years as a financial advisor. Larry began his career as a Petroleum Engineer with Tenneco Oil Company, having received his undergraduate degree from Pennsylvania State University in Petroleum and Natural Gas Engineering, as well as a master’s degree in Environmental Engineering from Oklahoma State University.
Larry and his wife Elizabeth have three children and reside in Mechanicsburg, Pennsylvania. Larry enjoys spending time at the New Jersey Shore with his family, biking and fly fishing. He is on the board of directors for REV H2O LLC, and serves as a board member for several local charitable foundations.
Clinton G. Smith III, CPA, CFP®
Clint is a CERTIFIED FINANCIAL PLANNER™ professional and CPA committed to guiding clients through a comprehensive financial planning and investment management process that is proven to achieve long-lasting relationships and goal achievement.
As a Senior Wealth Advisor, Clint is a hands-on team member dedicated to providing consistent, responsive, and overall exceptional client service. He offers wealth management and financial planning services to private individuals, families, business owners, corporate executives, and others, helping them define their priorities, lifestyle needs, and milestones. His experience includes advising clients through business transaction planning, retirement planning, multi-generational planning, charitable giving analysis, estate planning, and other financial advisory services.
Previously, Clint worked for ten years in assurance services in the public accounting industry. He provided audit and accounting services to organizations across several industry groups, including manufacturing and distribution, gaming, hospitality, financial services, construction, and employee benefit plans. The organizational structure of these clients ranged from closely-held corporations and pass-through entities to private-equity owned corporations and Fortune 1000 publicly traded companies.
Outside of work, Clint enjoys spending time with his wife Jackie and their three children, playing golf, attending sporting events, and reading. He is also passionate about the success of our community. Currently, he is making a difference by serving as the President of the Board of Directors for the Boys and Girls Club of Harrisburg. Clint is also a graduate of Leadership Harrisburg Area’s Community Leadership Series.
Christopher A. Cassel, CPA, AIF®
Chris joined the firm in 2019 as a Senior Wealth Advisor following a 15-year career in wealth management and public accounting with a regional CPA firm. His experience includes working with small business owners and high net worth individuals and families. He is committed to providing excellent client service in developing comprehensive financial plans and investment portfolios to help his clients achieve their financial and personal goals. Chris also has a wealth of experience in consulting with companies related to qualified retirement plan design and specifically the coordination of cash balance and 401(k) plans to achieve the overall tax efficiency that his clients desire.
Chris resides in Mount Gretna with his wife, son and daughter where he enjoys hiking, golfing, and spending time at the beach.
Chris is active in the community serving on numerous boards for charities throughout Central PA. He is a 2010 graduate of the Leadership Harrisburg Area’s Community Leadership Series and a 2013 recipient of the Central Penn Business Journal’s Forty under 40 Award.
Patricia Jakeway
Patty has been working in financial services, alongside Chuck and Larry, for more than 20 years. She has enjoyed every day of her work because of Chuck and Larry’s authentic commitment and concern for the clients.
Patty’s role as Director of Client Resources is focused on ensuring all clients have a positive experience with SevenBridge Financial Group and enhancing their understanding of the opportunities offered by the firm.
Patty began her securities career with Merrill Lynch in 1993 as a receptionist, working her way up to Administrative Assistant, then Client Associate. She joined SevenBridge Financial Group’s predecessor firm in 1999 as a Senior Client Associate, where she was responsible for account opening and maintenance, customer service and various administrative functions. Patty proudly served in the United States Army Reserves for six years, ending her career as a Sergeant with an honorable discharge.
Patty and her husband Bill have four children and live at Lake Meade in East Berlin.
Clayton Haak
Clayton is a recent graduate from Pennsylvania State University, where he received a degree in Finance. He started working as an intern with SevenBridge in 2017 and started a full-time position after graduating in 2018. He looks to continue his education in this field and hopes to build his career helping people reach their financial goals. Clayton currently works with clients and their accounts to make sure everything is up to date and all their needs are met.
Outside of work, Clayton enjoys sports, hunting, and being outdoors. As an avid sports fan, he enjoys attending games and playing for the South Mountain Sox baseball team. Some other favorite activities include bowhunting in the Fall, going for hikes with his dog, and exercising.
