Pennsylvania Office

Carlisa Berkheimer

Director of Client Services & Administration

As the first employee of Seltzer Financial Strategies, Carlisa has been there since the beginning in 2004. During her tenure, she has held many critical positions for the firm. Her current position is Director of Client Services & Administration. She has helped Amy Seltzer grow the firm from the two of them to three more wealth managers and a staff of five employees.

Carlisa received her Bachelor of Science degree from Penn State University from the Smeal College of Business Administration in Marketing in 1994. She holds the following Pennsylvania State licenses: Life Insurance, Accident and Health Insurance.

Carlisa resides in Duncansville, PA. When Carlisa is not at work, she is very active in supporting her daughter’s various volleyball/track & field activities.