Our Team

We’re Your Solution Seekers

At Yocum & Company, we're known for taking a conservative approach to wealth management. We've built our practice based on sound judgment and prudent decision-making. These values have helped so many of our clients safeguard their assets and pursue their goals.

We are confident that with our knowledge, training, and skills, we can help you better prepare for the future. After years in the industry, we have developed a reputation for guiding individuals in an easy-to-understand manner so you can grasp personal finance and use those concepts to pursue your goals

Martin D. Yocum Jr.

Martin D. Yocum Jr.

Founding Partner - Retired

Marty was born and raised in Lebanon, Pennsylvania, and is a graduate of St. James School and Virginia Wesleyan College. He began his business career when his family and a group of local businessmen purchased Michter’s Distillery in 1975 in nearby Schaefferstown. Michter’s was the oldest operating distillery in America, dating to 1752, and was designated as a National Historic Landmark. After the distillery was sold, he and his brother created and operated Mt. Hope Estate and Winery, which continues in operation today.

In 1983 Martin D. Yocum, Jr. founded Yocum & Company to provide employee benefit solutions and business succession planning to small business owners and their employees. The business expanded as he identified the importance of addressing the investment and insurance planning needs of these clients. As the business grew, Mike Valudes joined Marty in 1999 and Marty's son, Tripp Yocum, joined in 2004. In 2014, Mike and Tripp became equity partners in the firm. The goal of this partnership was to continue serving the clients of Yocum and Company for years beyond the retirement of Marty Yocum. Marty retired from the financial services part of the business at the end of 2017.

Marty and his wife, Jane, have two children and four grandsons. He enjoys travelling and spending time with his family while still being actively involved in the Lebanon community. He is chairman of the board of the Lebanon Water and Sewer Authority and heads various fund-raising efforts in the community.

Michael Valudes

Michael Valudes

Principal - Financial Advisor

Mike was raised in Lancaster, Pennsylvania. He is a 1992 graduate of Franklin and Marshall College, where he was a member of the Phi Kappa Sigma fraternity. He began his career in business sales and management for a national company while completing a master’s degree in counseling from Widener University. In 1996, he found his niche and pursued a career as a financial counselor to families and small businesses. He has found that his background in counseling has been integral to his success in helping clients identify and pursue both their financial and life goals. Mike has achieved his Accredited Investment Fiduciary® (AIF®) certification and is an equity partner in Yocum & Company.

Mike and his wife, Nancy, live in Lititz, Pennsylvania, and they have three children. They are on the cusp of having an empty nest (proof being their recent adoption of a puppy named Olive) as their youngest will be heading to college soon. 

Mike’s past achievements include being a crew chief on a hot air balloon race team, a 2nd degree black belt in Moo Duk Kwan karate, a graduate of Dale Carnegie Sales Advantage program, playing drums in the best era of music (the 1980s, of course), and six years as a Sunday School teacher. Mike loves his morning workouts and enjoys his stop at one of the local coffee shops to kick off his day. 

Martin D. Yocum, III

Martin D. Yocum, III

Principal - Financial Advisor

Originally from Lebanon, Pennsylvania, Martin D. Yocum III (Tripp) pursued his education at Delaware Valley University, graduating with a BS in business administration. Beginning his career in corporate sales, his journey led him to discover a passion for the insurance sector. Tripp joined Yocum & Company in 2003 as an insurance specialist.  His role has evolved significantly since his start, becoming an Investment Adviser Representative of Commonwealth and, in 2014, becoming an equity partner in the firm.

Outside of his professional endeavors, Tripp lives in Lebanon with his wife and two sons. An ardent hunter, he finds solace and enjoyment in the serene landscapes of upstate Pennsylvania. He also shares a love for NASCAR and actively supports his son's extracurricular activities. A devoted follower of Penn State and Philadelphia Eagles football, Tripp remains deeply engaged in his community. He generously volunteers his time for charitable causes, including the Swing for the Troops Golf Tournament, and serves as a board member for Volunteers in Medicine.

Teresa Cramer

Teresa Cramer

Office Manager

Teresa was born and raised in Lebanon, Pennsylvania. She still lives in Lebanon with her husband, Bob. She has two children, Chase and Molly. She also has one grandson, Trey, and three granddaughters, Aspen, Arlow, and Acadia.

Early in Teresa’s career she worked with Marty Yocum at Michter’s Distillery and also spent some time working at the Mount Hope Estate & Winery. In 1996, after working at a local law firm for a number of years, she came back to work for Marty in the financial services industry. As the business has grown over the years, her role has evolved into office manager and client services business manager. Teresa is the “go to” person for all client questions and management of our business.

Teresa adores spending time with her four grandchildren, reading, vacationing at the beach, and camping. She attends Encounter Church of Palmyra.

Nancy Peffley

Nancy Peffley

Office Assistant and Health Benefits Coordinator

Nancy was born and raised in Lebanon, Pennsylvania. After being a full-time, stay-at-home mom, she re-entered the workplace and found a niche in the insurance industry. She began working in insurance in 2002 and started with Yocum & Company in 2008. She enjoys talking to clients and helping them with their health benefit concerns.

Nancy is married and has four daughters. The joys of her life are her 10 grandchildren and 1 great grandchild, to whom she devotes her time. She enjoys supporting their sporting events, which include soccer, baseball, football, and basketball. Her grandchildren keep her very busy but she enjoys every minute of it. Nancy is an avid gardener, beach lover, and enjoys car racing. Nancy lives in Annville, Pennsylvania, with her husband, Donald, and two dogs, Sandy and Bailey.

Perlita Hains

Perlita Hains

Marketing Director

Perlita was raised in Lebanon, Pennsylvania, and is a graduate of Millersville University. Her career began in medical marketing and she has worked for small independent companies as well as Fortune 500 companies. She joined Yocum & Company in 2014 as our marketing director. She enjoys the event planning aspect of the business and interacting with our clients. 

Perlita's true passion is her family. Luke is 24 and works in the medical device industry. Lance is 22 and a soon-to-be college graduate. Her youngest son, Levi, is a high school junior. Fifteen years ago, Perlita found her life's calling to advocate for Duchenne Muscular Dystrophy, the disease that afflicts her youngest son. She lobbies at the local, state, and national level to bring awareness for rare diseases. She is the co-founder of the nation's largest Duchenne support group for mothers, known as Porch Nite. 

Perlita lives in Lebanon, Pennsylvania, with her husband, Gordon, and their sons. She is fluent in Spanish and appreciates learning about her Ecuadorian heritage.  

Our Extended Team

Let Us Help You Be Your Best

Yocum & Company helps manage your entire financial life so you can cultivate your money, reduce risk, and focus on the future you envision.

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