Professional Financial Services

Meet the team

KFG - Jeff Portrait.jpg

Jeffrey R. Kelley, AAMS

Partner/Private wealth advisor

Phone: (412) 528-1936

Fax: (412) 528-1938

Email: jeffrey.kelley@kfg1.com

Interests:

  • Spending time with his wife, Carol, family, and friends

  • Playing with his grandchildren

  • Being in the outdoors

  • Giving back to the community

Community Participation:

  • Fellowship of Christian Athletes

  • Archery Board of Directors for North Side Sportsmen’s Association

  • Active member at Northside Sportsmen

  • Board of Wounded Heroes Hunting Camp

  • Volunteers at WHHC, Pine Valley Camp, and Spina Bifida PA

Areas of Focus:

  • Retirement Planning Strategies

  • Small Business

  • Estate Planning Strategies

  • Charitable Giving

  • Family Finances

Experience:

  • 38 years of experience

Qualifications:

  • AAMS Accredited Asset Management Specialist

  • FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

Education:

  • Geneva College

Micah j. Kelley, crpc

Partner/Chartered REtirement planning counselor

Phone: (412) 528-1937

Fax: (412) 528-1937

Email: micah.kelley@kfg1.com

Interests:

  • Spending time with his wife, Lindsay, their children, Landon & Regan; and other family and friends

  • Being in the outdoors

  • Golfing

 Community Participation:

  • Spina Bifida Association of Western Pennsylvania

  • Fellowship of Christian Athletes

  • The United Way of Butler County

Areas of Focus:

  • Retirement Planning

  • Wealth Management Planning

  • Small Business Retirement Planning

  • Education Planning Strategies

  • Life, Disability, and Long Term Care Insurance

Experience:

  • 13 years of service

Qualifications:

  • CRPC Chartered Retirement Planning Counselor

    • ​CRPC conferred by College for Financial Planning

  • FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

Education:

  • 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: davisson.hammond@kfg1.com

Interests:

  • Traveling and exploring new places with his wife, Monica, and their son, Reid and daughter, Quintin.

  • A fan of all things Pittsburgh and enjoy showing off our beautiful city as much as possible

  • All Pittsburgh sports

  • Reading

  • Learning about history

Areas of Focus:

  •  Retirement Planning Strategies

  • Retirement Income Strategies

  • Investments

  • Social Security retirement benefits

  • Insurance

  • Estate planning strategies

Experience:

  • 18 years of service

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ professional

  • FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

Education:

  • 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: michael.dibartolomeo@kfg1.com

Interests:

  • Spending time with his wife Michelle and their sons, Owen and Nolan.

  • Being in the outdoors

  • Golfing

Areas of Focus:

  • Retirement Planning

  • Wealth Management Planning

  • Investments

  • Small Business Retirement Planning

  • Education Planning Strategies

Experience:

  • 8 years of service

Qualifications:

  • AIF, Accredited Investment Fiduciary

  • FINRA Series 6, 7, and 63 with LPL Financial; Series 65 registration with Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

 

Education:

  • Western Michigan University: JD: Law

  • California University of Pennsylvania: BA: Political Science

ZoE a. wiest, crpc

Client Services manager

Phone: (412) 528-1938

Fax: (412) 528-1938

Email: zoe.wiest@kfg1.com

Interests:

  • Spending time with her husband, Scott; daughters, Madelyn & Renee; and son, Max

Experience:

  • 14 years of service

Qualifications:

  • CRPC Chartered Retirement Planning Counselor

    • ​CRPC conferred by College for Financial Planning

  • FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

  • Notary License

Education:

  • Clarion University of Pennsylvania: BS: Business Administration; Concentration: Finance

 
 

Maria mcallister

Client Services Assistant

Phone: (412) 528-1920

Fax: (412) 528-1920

Email: maria.mcallister@kfg1.com

Interests:

  • Spending time with her Husband Stephen, son Jonathan and daughter Sarah

Experience:

  • 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.

Qualifications:

  • Community College of Beaver County: Associate degree in Applied Science, Public Contact Representative

 

Jonathan hansotte

Client Services Associate

Phone: (412) 528-1936

Fax: (412) 528-1936

Email: jonathan.hansotte@kfg1.com

Interests:

  • Going to sporting events 

  • Being outdoors

  • Spending time with friends and family

  • Fishing & Boating

  • Golf

Qualifications:

  • FINRA Series 7 registration through LPL Financial

Education:​

  • Clarion University of Pennsylvania 2021

  • BS: Personal Finance & Corporate Finance

 

Dante Grenci

Client Services Associate

Phone: (412) 528-1936

Fax: (412) 528-1936

Email: dante.grenci@kfg1.com

Interests:

  • Scuba diving

  • Rock climbing

  • Spending time with friends and family

Qualifications:

  • Life, Accident, & Health Insurance Licenses

  • FINRA Series 7 registration through LPL Financial

Education:

  • Clarion University of Pennsylvania: BS in Accounting