Jeffrey R. Kelley, AAMS©
partner

Micah j. Kelley, crpc©
partner

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

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:

• Pennsylvania State University: Bachelor of Science

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

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

Interests:​

• Spending time with friends and family

• Fishing

• Golf

​

Community Participation:​

• Active Member at Pittsburgh Young Professionals

​

Areas of Focus:

• Estate Planning Strategies

• Charitable Giving

• Behavioral Finance

• Retirement Planning Strategies

• Social Security Planning

​

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

Interests:

• Scuba diving

• Rock climbing

• Spending time with friends and family

​

Areas of Focus:

• Tax Planning Strategies

• Investment Analysis

• Retirement Planning

• Insurance

• Small Business Retirement Planning

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

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

Allison johnson
Client services assistant

Phone: (412) 528-1920
Fax: (412) 528-1920
Email: allison.johnson@kfg1.com

Interests:

• Hiking and traveling

• Reading

• Spending time with friends and family

​

Qualifications:

• 2 Years of Hotel Management experience

• 4 Years of Office administrative experience

​

Education:

• Rochester institution of Technology: BS in Hospitality and Tourism Management

• Rochester institution of Technology: Minor in Advertising and Public Relations