With over 30 years in the investment industry, Mr. Loomis has the experience and in depth market knowledge to help guide River Wealth Advisors’ clients reach their financial goals. His expertise brings valuable insight to the River Wealth Advisors’ team in the areas of high net worth financial planning and asset allocation.
In 1985, Mr. Loomis began his career in the financial services industry at a small financial firm in Hershey, PA. He moved to the positon of Financial Consultant in the Harrisburg, PA office of Charles Schwab & Co., Inc. in 1990. For 25 years, he worked closely with high net worth clients. He helped clients find the best way to manage their portfolio by guiding them through their options from self-directed to fully advised services. He retired from Charles Schwab & Co., Inc. in June 2015. After one year of retirement, Mr. Loomis decided to jump back into the investment management industry by joining River Wealth Advisors.
Prior to joining the financial industry, Mr. Loomis served in the U.S. Army Security Agency from 1969-1972. He then attended the Pennsylvania State University and earned his Bachelor of Business Administration degree with a minor in Finance.
In his free time, Mr. Loomis can be found biking, running, fishing, reading and spending time with his family. Each winter he looks forward to spending time at his second home in Florida.