Meet the team
Jeffrey R. Kelley, AAMS©
Partner/Private wealth advisor
Phone: (412) 528-1920
Fax: (412) 528-1920
Email:
Interests:
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Spending time with his wife, Carol, family, and friends
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Playing with his grandchildren
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Being in the outdoors
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Giving back to the community
Community Participation:
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Fellowship of Christian Athletes
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Archery Board of Directors for North Side Sportsmen’s Association
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Active member at Northside Sportsmen
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Board of Wounded Heroes Hunting Camp
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Volunteers at WHHC, Pine Valley Camp, and Spina Bifida PA
Areas of Focus:
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Retirement Planning Strategies
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Small Business
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Estate Planning Strategies
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Charitable Giving
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Family Finances
Experience:
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38 years of experience
Qualifications:
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AAMS Accredited Asset Management Specialist
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FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Geneva College
Micah j. Kelley, crpc©
Partner/Chartered Retirement Planning Counselor
Phone: (412) 528-1937
Fax: (412) 528-1937
Email:
Interests:
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Spending time with his wife, Lindsay, their children, Landon & Regan, and other family and friends
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Being in the outdoors
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Golfing
Community Participation:
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Spina Bifida Association of Western Pennsylvania
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Fellowship of Christian Athletes
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The United Way of Butler County
Areas of Focus:
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Retirement Planning
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Wealth Management Planning
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Small Business Retirement Planning
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Education Planning Strategies
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Life, Disability, and Long Term Care Insurance
Experience:
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13 years of service
Qualifications:
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CRPC Chartered Retirement Planning Counselor
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CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Indiana University of Pennsylvania: BS in Business Management,
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Indiana University of Pennsylvania: Minor in Economics
Davisson M. Hammond, CFP©
Partner/Certified Financial Planner
Phone: (412) 528-1739
Fax: (412) 528-1739
Email:
Interests:
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Traveling and exploring new places with his wife, Monica, their son, Reid and daughter, Quintin
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A fan of all things Pittsburgh and enjoy showing off our beautiful city as much as possible
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All Pittsburgh sports
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Reading
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Learning about history
Areas of Focus:
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Retirement Planning Strategies
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Retirement Income Strategies
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Investments
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Social Security retirement benefits
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Insurance
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Estate planning strategies
Experience:
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18 years of service
Qualifications:
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Certified Financial Planner™
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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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:
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Spending time with his wife, Michelle and their sons, Owen and Nolan
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Being in the outdoors
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Golfing
Areas of Focus:
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Retirement Planning
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Wealth Management Planning
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Investments
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Small Business Retirement Planning
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Education Planning Strategies
Experience:
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8 years of service
Qualifications:
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AIF, Accredited Investment Fiduciary
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FINRA Series 6, 7, and 63 with LPL Financial; Series 65 registration with Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Western Michigan University: Juris Doctor in Law
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California University of Pennsylvania: BA in Political Science
ZoE a. wiest, crpc©
Client Services manager
Phone: (412) 528-1938
Fax: (412) 528-1938
Email:
Interests:
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Spending time with her husband, Scott, daughters, Madelyn & Renee, and son, Max
Experience:
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17 years of service
Qualifications:
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CRPC Chartered Retirement Planning Counselor
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CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
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Notary License
Education:
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Clarion University of Pennsylvania: BS in Finance
Maria mcallister
Client Services Assistant
Phone: (412) 528-1920
Fax: (412) 528-1920
Email:
Interests:
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Spending time with her Husband Stephen, son Jonathan and daughter Sarah
Experience:
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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:
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Community College of Beaver County: Associate degree in Applied Science
Jonathan hansotte, CRPC©
Financial Planner
Phone: (412) 528-1940
Fax: (412) 528-1940
Email:
Interests:
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Spending time with friends and family
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Fishing
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Golf
Qualifications:
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CRPC Chartered Retirement Planning Counselor
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CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Clarion University of Pennsylvania: BS in Personal Finance
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Clarion University of Pennsylvania: BS in Corporate Finance
Dante Grenci, MS, CRPC©
Financial planner
Phone: (412) 528-1958
Fax: (412) 528-1958
Email:
Interests:
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Scuba diving
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Rock climbing
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Spending time with friends and family
Qualifications:
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CRPC Chartered Retirement Planning Counselor
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CRPC conferred by College for Financial Planning
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FINRA Series 7 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
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Life, Accident, & Health Insurance Licenses
Education:
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Clarion University of Pennsylvania: BS in Accounting
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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:
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Spending time with her husband, Micah, and their children, Landon & Regan
Qualifications:
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9 years of experience as a Human Resources professional
Education:
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Slippery Rock University: BS in Business Administration