Meet the team

Jeffrey R. Kelley, AAMS

Partner/Private wealth advisor

Phone: (412) 528-1936

Fax: (412) 528-1938

Email:

Interests:

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

• Playing with his grandchildren

• Being in the outdoors

• Giving back to the community

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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

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Areas of Focus:

• Retirement Planning Strategies

• Small Business

• Estate Planning Strategies

• Charitable Giving

• Family Finances

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Experience:

• 36 years of experience

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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

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Education:

• Geneva College

Micah j. Kelley, crpc

Partner/Chartered REtirement planning counselor

Phone: (412) 528-1937

Fax: (412) 528-1937

Email:

Interests:

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

• Being in the outdoors

• Golfing

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 Community Participation:

• Spina Bifida Association of Western Pennsylvania

• Fellowship of Christian Athletes

• The United Way of Butler County

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Areas of Focus:

• Retirement Planning

• Wealth Management Planning

• Small Business Retirement Planning

• Education Planning Strategies

• Life, Disability, and Long Term Care Insurance

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Experience:

• 10 years of service

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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

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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:

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

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Areas of Focus:

•  Retirement Planning Strategies

• Retirement Income Strategies

• Investments

• Social Security retirement benefits

• Insurance

• Estate planning strategies

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Experience:

• 16 years of service

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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

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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:

Interests:

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

• Being in the outdoors

• Golfing

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Areas of Focus:

• Retirement Planning

• Wealth Management Planning

• Investments

• Small Business Retirement Planning

• Education Planning Strategies

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Experience:

• 2 years of service

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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:

Interests:

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

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Experience:

• 14 years of service

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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

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Education:

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

Maria mcallister

Client Services Assistant

Phone: (412) 528-1920

Fax: (412) 528-1920

Email:

Interests:

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

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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.

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Qualifications:

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