Puckett & Sturgill Financial Group - LPL Financial Advisors

Informations générales

Local Financial Advisors

The independent financial advisors at Puckett & Sturgill Financial Group use a holistic perspective and take a personalized approach to financial planning. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives. Read below to learn more about our qualified staff:
Aaron M. Puckett, MBA, CFP®
LPL Financial Planner – Aaron@pswealth.com

Aaron Puckett began his career in the financial services industry in 1998 and has served as a financial advisor since 2002. He founded Puckett & Sturgill Financial Group in 2007 to provide independent financial services to a diverse clientele. Additionally, Aaron maintains meaningful relationships with several CPAs and attorneys in the community to assist clients in coordinating various components of their financial plan. Aaron earned a B.A. in Business Finance from Frostburg State University and then an MBA in Finance from Loyola College. He is also a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards.
A lifelong resident of Carroll County, Aaron lives with his wife and three children on a small family farm. For many years he has served the community through his involvement with various charitable, community, and recreational organizations. Additionally, Aaron is an adjunct professor at UMUC (University of Maryland University College) where he teaches undergraduate finance courses.
Deborah A. Williams, CFP®
LPL Financial Planner – Deborah@pswealth.com

Deborah Williams is an experienced advisor with a distinctive ability to identify the financial solution that best fits each client’s need. She started her career in the financial services industry in 1994 after graduating from the University of Maryland. She then worked with Ferris, Baker Watts, Inc. and Legg Mason/Smith Barney before joining Puckett & Sturgill. As a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards since 2002, Deborah takes pride in providing a comprehensive planning approach, and believes it is vital to providing financial advice.
Deborah has worked in Carroll County since 1994 and has called it home since 1999. She believes in giving back to the community and has volunteered her time for various organizations such as The Academy of Finance, RCIS, Adopt a Homeless Animal, and Seniors Keep in Touch.

David A. Hemler, CFP®
LPL Financial Planner – David@pswealth.com

David Hemler began his career in financial services in 2000 as an advisor for Farmers and Mechanics Bank. He transitioned to become an independent advisor in 2009, founding Hemler Financial Group. He joined Puckett & Sturgill to partner with colleagues and provide a distinctive level of comprehensive financial planning to clients. David is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association. In addition to becoming a Certified Financial Planner™(CFP®) practitioner through the Certified Financial Planner Board of Standards, David holds a degree in Management from Ottawa University.
He and his wife live in Carroll County, where David grew up, and where they are active in the community. He serves as a member of the Carroll Hospital Foundation Planned Giving Committee, and is a member of St Joseph’s Taneytown Knights of Columbus, and Cardinal James Gibbons Assembly of Fourth Degree Knights.

Jacob L. Sturgill, CFP®
LPL Financial Planner – Jacob@pswealth.com

Jake Sturgill began his career in financial services with T. Rowe Price in 2010, where he was recognized with several performance awards, before becoming an advisor with Puckett & Sturgill. In addition to earning a B.S. degree from James Madison University, he became a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards in 2014. Clients will benefit from his knowledge, skills, and dedication to providing excellent service and support.
Jake represents the third generation of his family to dedicate their career to providing financial services in Carroll County. Outside the office, he enjoys playing soccer, boating, snowboarding and taking care of his dogs.