Meet the Team

We believe that everyone benefits from a team approach. We place a high value on delivering expertise and believe that our industry should be held to high standards, which is why both advisors on the team hold the Certified Financial Planner™ designation. Different members on the team specialize in all areas, ranging from life insurance to managing investments to building financial plans. Together, we ensure that you always have someone with integrity, knowledge, and dedication available to you.

 

Jonathan A. Graeser , CFP®, CLU®

Wealth Management Advisor

Office 724-458-7056


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Lucas R. Michael , CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Office 724-458-7056


Email

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Emily E Acquavita , CLU®, CFP®

Associate Wealth Management Advisor

Office 724-458-7056


Fax 724-458-4337


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Julie A Ballantine

Operations Manager

Office 724-458-7056


Email

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Brady Beech , CFP®, MBA

Associate Wealth Management Advisor

Office 724-458-7056


Email

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Alisa A Best

Administrative Assistant

Office 724-458-7056


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Ryan C Eller , CFP®, CLU®, MBA

Associate Wealth Management Advisor

Office 724-458-7056


Email

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