About Ivan Shrom

I’m a financial professional dedicated to helping individuals and families build lasting financial confidence through clear, personalized guidance. I believe in taking the time to truly understand each client’s goals, whether it’s planning for retirement, investing for the future, or setting up accounts for the next generation. My approach is built on trust, education, and long-term relationships, ensuring every client feels supported and informed every step of the way.

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Outside of work, I enjoy spending time with family and friends, exploring the outdoors, and being an active part of my community. I proudly serve as a board member of the Strasburg Heritage Society and am also a dedicated Rotarian. I’m proud to be part of a family-run practice here in Lancaster County that values integrity, honesty, and a genuine connection with the people we serve.

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I am registered with Osaic Wealth, Inc. and hold my Series 7 and Series 63 licenses.