Meet the team

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

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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:

• 38 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: 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

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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:

• 13 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 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

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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:

• 18 years of service

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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

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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: michael.dibartolomeo@kfg1.com

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:

• 8 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: 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

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Experience:

• 17 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 in Finance

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

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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:​​

• 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

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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:

• 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

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Qualifications:

• 9 years of experience as a Human Resources professional

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Education:​

• Slippery Rock University: BS in Business Administration