Meet the Brookhills Investment Group

We can help you identify your own unique set of financial concerns, and then further help maintain, grow and secure your assets no matter where you are or how far along on the journey of life.

Shayne Beecher, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

717-519-5928
717-519-6110

Shayne became a financial advisor in 2001 out of a desire to help others in a meaningful way. He provides personalized service and analysis in the areas of wealth management and investment allocation strategies, liability management, charitable gifting, asset protection through insurance and trust services, retirement planning and estate planning. His experience and focus on business succession planning, trust services and corporate retirement plans help clients coordinate complex situations. His collaborative approach and leadership with clients, CPAs and attorneys help clients build strong professional advisor teams. Shayne holds his life insurance licenses.

In addition to his time spent helping clients, Shayne also focuses on strategy and organization for the Brookhills Investment Group to ensure that the team is always well positioned to provide world class client service for generations to come. Shayne’s business leadership was honored as one of Central Penn Business Journal’s 2011 “Forty Under 40” award recipients. Shayne attended McDaniel College with a major in business management and a minor in economics, and he also earned the Accredited Wealth Manager (AWM) designation through Michigan State University.

Shayne has forged many connections in his local community, serving as a Four Diamonds Advisory Board member and involvement in the Penn State Children’s Hospital because of his family’s passion to spread awareness about pediatric cancer. He also supports local high school mini-thons, THON at Penn State and Penn State Football. Shayne is a member of Lancaster Country Club and served as chairperson of VIP Credential Access for the 2015 U.S. Women’s Open (USGA). He lives in Lancaster, Pennsylvania, with his wife and two sons. Shayne is passionate about supporting community sports teams and the life lessons sports teach young people. Shayne coaches his sons’ baseball and football teams when his schedule allows.

Jonathan Heller, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

717-519-5927

Serving as a financial advisor since 1999, Jonathan enjoys helping clients meet their financial goals. He achieves this by developing comprehensive wealth management, planning, and investment allocation strategies that are tailored to each client. His areas of focus are wealth management, client portfolio construction, individual portfolio management and retirement planning. Jonathan’s equity and bond investment management background along with operational and trading experience allows him to apply a disciplined approach to investing. Jonathan holds his life insurance licenses, and is a CERTIFIED FINANCIAL PLANNER™.

As a reflection of his experience managing discretionary investment accounts, Jonathan is part of RBC Wealth Management’s Portfolio Focus platform as a Senior Portfolio Manager. Jonathan’s dedication, analytical skills and attention to detail provide the clients of the Brookhills Investment Group with confidence that he puts their best interests first. A sense of service and emphasis on integrity is important to retain the trust our clients place in us and to the longevity of a successful practice.

Jonathan graduated from Houghton College in Houghton, New York, with a Bachelor of Science degree in business administration, and he earned his Accredited Wealth Manager (AWM) designation through Michigan State University. Jonathan serves on the Lancaster YMCA Foundation investment committee and lives in Lebanon, Pennsylvania, with his wife and daughter. He and his wife enjoy supporting Cornwall Elementary and various local conservation organizations. He enjoys birding and hiking locally as well as when traveling on family trips to locations like Africa, Thailand and Iceland.

Steven Damion

Investment Associate

717-519-5936

Steven wanted to become a financial advisor in his youth out of an aspiration to serve people in a significant way by helping others achieve their financial goals. While attending college, he worked as a financial advisor’s associate and his additional 10 years of experience in the financial services and banking industries laid the ideal foundation for his work as a financial advisor today.

Steven comes to Brookhills Investment Group from J.P. Morgan Chase & Co. where he worked in their Corporate & Investment Bank division, serving both business banking and a broad range of corporate clients. Prior to J. P. Morgan Chase & Co., he worked in the retail banking industry at TD Bank and the securities industry at Wachovia Securities. As a result of his experience, Steven is meticulous with details, analytical in finding solutions to complex situations, and commits himself in earning the trust of others. These characteristics and his collaborative approach working alongside Shayne and Jonathan in understanding a client’s risk tolerance, developing strategic asset allocation strategies and performing annual client reviews provide clients with the confidence in knowing their wealth will be managed according to their wishes for many years to come and that their and their families’ best interests come first.

Steven graduated from Rutgers, The State University of New Jersey, with a Bachelor of Arts degree in economics and political science with honors. He supports the Cystic Fibrosis Foundation’s Central Pennsylvania Chapter to educate and raise awareness for those living with the disease and is involved with the Pennsylvania Family Institute.

Away from work, Steven enjoys staying physically fit by focusing on nutrition and exercise. Steven lives in Lancaster, Pennsylvania, and loves traveling with his son to see some of America’s greatest destinations.

Lori Garman

Registered Client Associate

717-519-5926
717-519-6110

Lori joined the Brookhills Investment Group in March 2017 as a client associate. Lori has extensive retail banking experience, including as assistant manager, head teller and customer service representative at M&T Bank. Since 2000, she worked in the Wealth Advisory Services Group at Wilmington Trust (a subsidiary of M&T Bank since 2010) as a senior trust associate helping onboard new clients for the wealth management team.

Lori’s experience in both wealth advisory and retail banking for over 25 years help her manage operational and administrative needs for client relationships for the Brookhills Investment Group. She holds a certification from Pennsylvania Bankers Association, Central Atlantic School of Trust, which was attained in 2003 at Bucknell University. She is also a notary public. Lori and her husband live in Leola, Pennsylvania, and enjoy time away at their cabin in Potter County and spending time with their children and grandchildren.

Jordan Mellinger

Client Associate

717-519-5929

Jordan thrives on long term trusting relationships. He is driven every day to develop these types of meaningful connections with current and future clients. Jordan develops a thorough understanding and awareness that helps guide his clients to achieve their goals and financial wellness. He is eager to build relationships with clients to better understand and assist them on their way to financial success.

Jordan comes to the Brookhills Investment Group from Everence, where he worked as a client associate, serving a wide variety of clients’ needs. Prior to Everence, Jordan interned at Sight and Sound Theatres working directly with their accounting, business development, and finance departments. Jordan attended Lancaster Bible College and received a Bachelor of Science degree in business administration and a Bachelor of Arts degree in biblical studies. While at LBC, Jordan was a captain of the historic 2015-2016 men’s basketball team that finished the regular season 27-0 and earned the school’s first NCAA bid.

Away from work, Jordan enjoys staying active by working out and playing sports. He volunteers his time by coaching local youth sports teams. Jordan lives in Lancaster, Pennsylvania, with his wife, Raegan.

Wealth is the ability to fully experience life.

– Henry David Thoreau


About The Team

The Brookhills Investment Group can help you identify your own unique set of financial concerns, and then further help maintain, grow and secure your assets no matter where you are or how far along on the journey of life.

The Brookhills Investment Group applies a personal and client-centered focus to address those concerns and use the most suitable set of financial tools and investments to with the goal of meeting each of your targeted objectives. Our team will help you to secure your financial future and identify the most efficient means of making your hopes and dreams a reality.

Our true success begins, not with our combined 140 years of experience, but in understanding our clients and their financial needs and goals. Our team recognizes that the concept of “wealth” and its management is very fluid depending on you and your objectives. Our goal is to help you make the right decisions along life’s journey and be your trusted advisors throughout that process. We measure our success by the success of our clients. When you meet your goals and dreams we share in your success. See how we track your progress. Click here 

Email  brookhillsinvestmentgroup@rbc.com  or call us at 1-866-463-1022 for a consultation to meet with us in person.