Community Involvement 2

About Us

Our wealth advisory team can help optimize your financial life

A Commitment to Helping Make the World a Better Place

Magellan Financial is deeply committed to making a positive impact, both locally and globally. Our passion for community involvement shines through various hands-on initiatives, demonstrating that meaningful change goes beyond financial contributions. Team members are actively engaged in transformative projects, from helping establish a full-service grocery store to address food deserts to advancing sustainability at Moravian University.

Our approach to engagement is rooted in building long-lasting relationships and creating opportunities for individuals, particularly in underserved areas. The team’s diverse involvement spans numerous fields, including education, wellness, and the arts. For example, one team member actively contributes to The United Way and the Lehigh Valley Charter High School for the Arts.

At the same time, another has founded a family-oriented organization promoting youth sports. Their advocacy for the arts, early childhood education, and mental wellness showcase a commitment to enhancing the quality of life on multiple fronts. Our holistic approach to giving back both supports local needs and reflects our aspiration to foster a sustainable future for all.

Recent Community Involvement

At Magellan Financial, Inc., we believe that meaningful giving and hands-on participation are at the heart of strong community partnerships. Through ongoing support of local education, health-care access, and nonprofit initiatives, we devote significant time and resources each year to initiatives that uplift families and reinforce the shared prosperity of the regions we serve.

American Heart Association - Lehigh Valley Heart Ball

Senior Wealth Planner Cassandra Queen and Operations Manager Cristy Church, along with Cristy’s husband Greg, attended the American Heart Association’s annual Heart Ball. This signature event brings community leaders together to support research, education, and advocacy focused on heart disease and stroke. Funds raised during the evening help advance prevention efforts, treatment awareness, and long–term wellness initiatives across the community.

Magellan Financial values opportunities like the Heart Ball that allow us to support meaningful causes, strengthen community connections, and contribute to the well–being of the people we serve.

Health Expo: Where Financial Wellness Meets Personal Well-Being

In February, our team participated in the Lehigh Valley Chamber of Commerce’s Women’s Health Expo at the Homewood Suites in Center Valley, PA. We connected with women about the importance of Financial Wellness and Financial Literacy.

Many individuals find that developing confidence in their financial lives can help reduce stress, support a sense of stability, and contribute to overall well-being. Our team appreciated the opportunity to highlight the relationship between financial health and personal wellness, and to share resources that may empower women in their financial journeys.

International Women's Day: Elevating Women and Their Financial Well-Being

Our team joined the Lehigh Valley Chamber of Commerce to celebrate International Women’s Day. Throughout the day, our team engaged in meaningful conversations with women about the importance of financial wellness and the role it can play in fostering confidence and empowerment in their wealth planning.

We value the opportunity to participate in an event dedicated to supporting women’s voices, achievements, and financial journeys.

Financial Bingo at the Hispanic Center Senior Community Center

The Magellan Financial team spent a truly meaningful morning at the Hispanic Center’s Senior Community Center, hosting an interactive Financial Bingo session designed to make financial literacy both fun and accessible. The seniors welcomed us with warmth and enthusiasm, and the conversations that unfolded highlighted just how much language barriers can impact confidence and understanding around personal financial goals. Sharing guidance in a supportive, engaging environment allowed us to connect on a deeper level and help empower participants with knowledge that can make a real difference in their daily lives.

Magellan Financial believes strongly in outreach that brings people together, helps to build trust and supports financial well–being for our community.

We Proudly Attended the Lehigh Valley Women’s Summit!

Each year, the energy, insight, and leadership from women across industries leave us inspired and motivated. From dynamic breakout sessions to powerful keynote speakers, this event continues to elevate voices and spark meaningful conversations. We’re grateful to be part of a community that champions growth, equity, and connection.

Iron Pigs: A Home Run Tradition at Coca-Cola Park

Each year, we invite our clients and their families to join us for a night of fun at an Iron Pigs game, and 2025 was no exception! With perfect weather, a great game, and even better company, it was a chance to relax, reconnect, and celebrate the relationships that make our work so rewarding.

We’re grateful to share these moments with our community and look forward to many more innings together!

Recognizing Vet Fest 2025

At Magellan Financial, our commitment to community runs deep. Vet Fest 2025 is a proud reflection of that promise—honoring veterans, fostering connection, and supporting those who’ve served with dignity and gratitude. We’re honored to stand alongside our neighbors in creating a space of celebration, remembrance, and meaningful impact.

Our First-Ever Shredding Hunger & Paper Event Is a Success!

This initiative offered free shredding services to the community while raising awareness about food insecurity in the Lehigh Valley. Thanks to the incredible support from our neighbors, we collected enough food donations to help provide Thanksgiving meals for underserved families in our region. We’re honored to be part of the Thanksgiving Campaign organized by the Junior League of the Lehigh Valley, and grateful for the opportunity to give back in such a meaningful way.

Celebrating Community at the Hispanic Gala

We were honored to attend the Hispanic Gala, proudly sponsored by the Hispanic Chamber of the Lehigh Valley Chamber. It was a powerful evening of connection, culture, and collaboration, bringing together remarkable leaders who continue to shape our community.

A special thank you to Edith Gutierrez-Hawbaker of TLJ Creative, whose partnership and friendship mean so much to Magellan Financial.

Oh, the places we will go—together.

Honoring Women Who Lead: The Athena Awards Ceremony

We were proud to attend the Athena Awards Ceremony—an inspiring celebration of women’s leadership in the Lehigh Valley. This year’s honorees included Susan Wild, former Congresswoman; Veronica Gonzalez of Valley Health Partners; and the incredible all-female leadership team from MKSD Architects.

Their stories moved the room and reminded us all of the power of mentorship, resilience, and community. These women are not only trailblazers—they’re lifting up the next generation of leaders with every step they take.

Wills for Heroes Champions Heroes Who Protect Us Every Day

Wills for Heroes, offered through the Lehigh County BAR Association, provides pro bono estate planning services for our local heroes, ensuring they have absolute security and peace of mind every day that their personal affairs are in order. This includes:

Veterans and active-duty military
Police officers, firefighters, EMT, and fire police
Flight nurses, medevac pilots and fire police
911 dispatchers, prison guards, parole officers and game wardens.

Magellan Financial Inc. strongly supports these heroes, and we volunteer our time to assist the many Attorneys, Paralegals, and Notaries who prepare Wills, Powers of Attorney, and Living Wills for our local First Responders.