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Meet Our Financial Services Consultants*

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Financial Services Consultants*

Clearfield Bank & Trust has always relied on the special relationship that our employees have with our customers.  We invite you to have our Financial Consultants* see to your current needs.  They can develop a customized financial plan to help you achieve your goals.  Our Financial Consultants* offer Investment Planning, Broker Services, Insurance, Educational Planning, Retirement Planning and much more.  

 

Harold B. Baker

Vice President & Financial Services Program Manager

Sorrento Pacific Financial, LLC.

11 N. Second Street

Clearfield, PA 16830

(814) 762-6189

hbaker@mybd.com

 

 

Nick T. Poulos, ChFC

Financial Consultant

Sorrento Pacific Financial, LLC.

91 Beaver Drive

DuBois, PA 15801

(814) 765-0267

npoulos@mybd.com

Serving the following Community Office Locations:

  1. Clearfield
  2. Curwensville
  3. DuBois
  4. Philipsburg

 

Derek W. Border (Bo) 

Financial Advisor

Sorrento Pacific Financial, LLC.

7571 Huntingdon Plaza

Huntingdon, PA 16652

(814) 644-5755

dborder@mybd.com

Serving the following Community Office Locations:

  1. Huntingdon
  2. Mount Union
  3. Pine Grove Mills
  4. Saxton
  5. Three Springs
  6. Williamsburg
  7. Morrisons Cove 

Jennifer R. Lulis 

Financial Consultant - Business Services 

Sorrento Pacific Financial, LLC.

511 Pine Grove Road 

State College, PA 16801

(814) 238-0578

jlulis@mybd.com

Specializing in the following products/services: 

  1. Remote Deposit Capture 
  2. Merchant Card Services 
  3. Individual and Group Medical Insurance 
  4. Medicare Supplement 
  5. Medicare Advantage 

 

*Non-deposit Investment products and services are offered through Sorrento Pacific, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through SPF: are not FDIC or otherwise insured, are not guaranteed or obligation of the bank, and may involve investment risk including loss of principal.  Investment Representatives are registered through SPF.  Clearfield Bank & Trust Co. has contracted with SPF to make non-deposit investment products and services available to bank customers.