
We know that each client’s journey is unique, so our commitment is to use all of our resources to help you pursue your individual goals.
From managing debt to saving for college to planning for retirement, the challenges individuals, families, and business owners face today can be overwhelming. Shoreline Financial Strategies aims to help you achieve financial success and confidence through personalized, comprehensive financial planning.
Our team is passionate about helping you navigate the complexities of personal finance. With dedication and personalized attention, we work hard to ensure you receive the highest level of service and guidance.
Our Team
Natalie Hedrick, CFP®
Owner/President
Madison Hedrick
New Business Specialist
Resource Partners
We have access to dedicated teams of professionals who help us deliver the best service possible. Meet our resource partners who support us in meeting your needs.
Advanced Sales Support
Penn Mutual’s Advanced Sales Team provides value-added expertise and resources that are highly regarded in the industry. Through the Advanced Sales Support team, we are able to provide you with enhanced services in planning for business, estate, charitable, retirement and tax planning.
Bill Bell, JD, MBA – VP, Advanced Sales
Amy Bryant, JD, CLU® - Director, Advanced Sales
Lindsay Cigler, JD – Director, Advanced Sales
Jay Perlman – Director, Advanced Sales
George Bradley, ChFC®, CLU® - Director, Advanced Sales
Jenna Washatka,JD, CLU®, ChFC® - Director, Advanced Sales
Life Insurance Support
Life insurance offers peace of mind, knowing that your family is covered financially should anything happen to you. We have direct contact with the Penn Mutual life insurance help desk. This aids us in making your application experience smoother. Through the Life Insurance Support team, we are able to provide you with broad insurance options including whole life, variable life universal life, and term life insurance.
Lisa Czyzewski – Director of Life New Business
Client Services
Our Client Services experts provide us more support for the client so we can remain focused on our commitment to providing you with personalized guidance and support. The Client Services team assists with data import and analysis, case design, financial plan building, and educational support for us such as case studies, study groups, and educational webinars.
Jon Maitz – Director of Client Services Group
Carl Wenzel – Client Strategies Associate
Kevin Holcomb – Client Strategies Group Specialist