Professional Financial Services

Meet the team

Jeffrey R. Kelley, AAMS

Partner/Private wealth advisor

Phone: (412) 528-1936

Fax: (412) 528-1938

Email: jeffrey.kelley@thekelleyfinancialgroup.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:

  • 36 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@thekelleyfinancialgroup.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:

  • 10 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@thekelleyfinancialgroup.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:

  • 16 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@thekelleyfinancialgroup.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:

  • 2 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@thekelleyfinancialgroup.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

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, HI, IN, IL, KS, MD, MI, MS, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV.

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

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