Meet the team

Jeffrey R. Kelley, AAMS
Partner/Private wealth advisor
Phone: (412) 528-1936
Fax: (412) 528-1938
Email:
Interests:
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Spending time with his wife, Carol, family, and friends
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Playing with his grandchildren
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Being in the outdoors
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Giving back to the community
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Community Participation:
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Fellowship of Christian Athletes
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Archery Board of Directors for North Side Sportsmen’s Association
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Active member at Northside Sportsmen
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Board of Wounded Heroes Hunting Camp
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Volunteers at WHHC, Pine Valley Camp, and Spina Bifida PA
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Areas of Focus:
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Retirement Planning Strategies
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Small Business
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Estate Planning Strategies
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Charitable Giving
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Family Finances
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Experience:
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38 years of experience
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Qualifications:
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AAMS Accredited Asset Management Specialist
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FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
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Education:
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Geneva College
Micah j. Kelley, crpc
Partner/Chartered REtirement planning counselor
Phone: (412) 528-1937
Fax: (412) 528-1937
Email:
Interests:
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Spending time with his wife, Lindsay, their children, Landon & Regan; and other family and friends
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Being in the outdoors
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Golfing
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Community Participation:
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Spina Bifida Association of Western Pennsylvania
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Fellowship of Christian Athletes
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The United Way of Butler County
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Areas of Focus:
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Retirement Planning
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Wealth Management Planning
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Small Business Retirement Planning
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Education Planning Strategies
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Life, Disability, and Long Term Care Insurance
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Experience:
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13 years of service
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Qualifications:
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CRPC Chartered Retirement Planning Counselor
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​CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
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Education:
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Indiana University of Pennsylvania: BS: Business Management; Minor: Economics
Davisson M. Hammond, CFP
Partner/Certified Financial Planner professional
Phone: (412) 528-1739
Fax: (412) 528-1739
Email:
Interests:
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Traveling and exploring new places with his wife, Monica, and their son, Reid and daughter, Quintin.
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A fan of all things Pittsburgh and enjoy showing off our beautiful city as much as possible
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All Pittsburgh sports
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Reading
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Learning about history
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Areas of Focus:
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Retirement Planning Strategies
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Retirement Income Strategies
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Investments
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Social Security retirement benefits
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Insurance
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Estate planning strategies
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Experience:
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18 years of service
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Qualifications:
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CERTIFIED FINANCIAL PLANNER™ professional
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
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Education:
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Bachelor of Science, 2003, Pennsylvania State University, University Park, PA
Michael Dibartolomeo, JD, AIF
Private Wealth Advisor
Phone: (412) 528-1939
Fax: (412) 528-1939
Email:
Interests:
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Spending time with his wife Michelle and their sons, Owen and Nolan.
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Being in the outdoors
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Golfing
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Areas of Focus:
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Retirement Planning
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Wealth Management Planning
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Investments
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Small Business Retirement Planning
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Education Planning Strategies
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Experience:
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8 years of service
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Qualifications:
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AIF, Accredited Investment Fiduciary
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FINRA Series 6, 7, and 63 with LPL Financial; Series 65 registration with Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Western Michigan University: JD: Law
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California University of Pennsylvania: BA: Political Science
ZoE a. wiest, crpc
Client Services manager
Phone: (412) 528-1938
Fax: (412) 528-1938
Email:
Interests:
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Spending time with her husband, Scott; daughters, Madelyn & Renee; and son, Max
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Experience:
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14 years of service
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Qualifications:
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CRPC Chartered Retirement Planning Counselor
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​CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
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Notary License
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Education:
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Clarion University of Pennsylvania: BS: Business Administration; Concentration: Finance
Maria mcallister
Client Services Assistant
Phone: (412) 528-1920
Fax: (412) 528-1920
Email:
Interests:
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Spending time with her Husband Stephen, son Jonathan and daughter Sarah
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Experience:
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In her 3 years in the Financial Industry, she helps coordinate client appointments and organizes back office operations. She is responsible for creating a welcoming and professional client experience by providing attentive client service.
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Qualifications:
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Community College of Beaver County: Associate degree in Applied Science, Public Contact Representative
Jonathan hansotte
Client Services Associate
Phone: (412) 528-1920
Fax: (412) 528-1920
Email:
Interests:
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Going to sporting events
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Being outdoors
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Spending time with friends and family
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Fishing & Boating
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Golf
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Qualifications:
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Education:​
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Clarion University of Pennsylvania 2021
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BS: Personal Finance & Corporate Finance
Dante Grenci
Client Services Associate
Phone: (412) 528-1920
Fax: (412) 528-1920
Email:
Interests:
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Scuba diving
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Rock climbing
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Spending time with friends and family
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Qualifications:
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Life, Accident, & Health Insurance Licenses
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Education:
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Clarion University of Pennsylvania: BS in Accounting
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Clarion University of Pennsylvania: MS in Applied Data Analytics