With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.
In Ashley’s free time, she loves to be outside! She and her family have a camp in the mountains, and one at the lake. During weekends, she, and her family love to go side by side riding and boating. Ashley also loves to feed her excessive habit of online shopping.
Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.
I like to listen to music and go for walks outside.
I’ve been in the industry for five years. I’ve passed the Series 7, and I’m working towards the Series 66
Spending time outdoors (biking, hiking with my dog, Cooper and gardening) and spending time with family and friends. Community participation is also very important to me. Currently, I serve as a board member for the Crafton Borough Parks & Recreation.
Bachelorof Science in Business Administration, Finance – Waynesburg University
Jennifer enjoys spending time with her family, hiking/exploring new areas, skiing, beach trips, playing with her dog and watching a great TV series.
Kellie enjoys being outdoors and staying active by traveling, skiing, boating, hiking, playing sports and working out. She also loves curling up to read and relax.
Michele enjoys hiking, k ayaking, r eading, c rocheting and crafting, and s pending time with family
Besides spending time with her husband, Matthew and cat, Grayson, Barbara likes to go to estate and tag sales, as well as farmers’ markets and church festivals. She is an avid reader and she crochets. Barbara is the genealogist in the family. Her family tree on Ancestry.com has over 12,300 people.
I like to get outdoors, workout, cook/grill, read a book/watch a flick, explore different craft beers, and watch whatever game is on TV.
Masters Business Administration, East Carolina University
Bachelor of Arts in Criminal Justice, East Carolina University
Liz enjoys cooking, listening to audiobooks, camping, and spending time with her family and friends.
I have three young children that occupy most of my life outside of work. When I'm not coaching t-ball or doing home improvement jobs, I also enjoy attending West Virginia Mountaineer sporting events.
Bachelor of Science in Engineering, West Virginia University
Series 7 & Series 66
B.S. in Management, Penn State University
B.A. in Communication, Minor in Journalism, Slippery Rock University of Pennsylvania
Associates Degree in Liberal Arts, Westmoreland County Community College
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