Professional Financial Services

Meet the team

KFG - Jeff Portrait.jpg

Jeffrey R. Kelley, AAMS©
Partner/Private wealth advisor

Phone: (412) 528-1920
Fax: (412) 528-1920
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 in Business Management,

  • Indiana University of Pennsylvania: Minor in Economics

Davisson M. Hammond, CFP©
Partner/Certified Financial Planner

Phone: (412) 528-1739

Fax: (412) 528-1739

Email: davisson.hammond@kfg1.com

Interests:

  • Traveling and exploring new places with his wife, Monica, 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™

  • 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: Juris Doctor in Law

  • California University of Pennsylvania: BA in 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:

  • 17 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 in 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 4 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

 

Jonathan hansotte, CRPC©
Financial Planner

Phone: (412) 528-1940
Fax: (412) 528-1940
Email: jonathan.hansotte@kfg1.com

Interests:

  • Spending time with friends and family

  • Fishing

  • Golf

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:​​

  • Clarion University of Pennsylvania: BS in Personal Finance

  • Clarion University of Pennsylvania: BS in Corporate Finance

 

Dante Grenci, MS, CRPC©
Financial planner

Phone: (412) 528-1958
Fax: (412) 528-1958
Email: dante.grenci@kfg1.com

Interests:

  • Scuba diving

  • Rock climbing

  • Spending time with friends and family

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:

  • Clarion University of Pennsylvania: BS in Accounting

  • Clarion University of Pennsylvania: MS in Applied Data Analytics

 

Lindsay Kelley
Branch Office Support

Phone: (412) 528-1920
Fax: (412) 528-1920
Email: lindsay.kelley@kfg1.com

Interests:

  • Spending time with her husband, Micah, and their children, Landon & Regan

Qualifications:

  • 9 years of experience as a Human Resources professional

Education:​

  • Slippery Rock University: BS in Business Administration