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.
Jon’s love for finance has been apparent since the eighth grade, when he wrote his big paper on working in the investment field. Since then his expertise has grown through is studies in Finance at Grove City College and his earnings of the Chartered Life Underwriter and Certified Financial Planner designations.
Jon began his career at a regional brokerage firm in Pittsburgh. He started with Gould Financial in 2012 after spending some time on the mission field.
He and his wife, Jessica, live in Grove City with their three sons: Noah, Zachary, and Joshua. Jon enjoys spending his free time hiking, biking, camping, and fishing with his family. They’ve made it a goal to visit every national park.
Luke began working for Gould Financial in 2004 after graduating from Grove City College with a degree in Business Management. Since then, he has earned the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner designations.
He has lived in Grove City his entire life and serves on the board of the local United Way. He also serves on the board of eduKenya, a ministry that operates schools and related development programs in Nairobi, Kenya.
He and his wife, Abbie, have made it a goal to take their kids, Madison and Landon, to see the Pirates in every major league baseball stadium. He also just so happens to find the best donut shops on every trip.
Emily joined Gould Financial in 2016 after managing accounts at a local insurance office for 4 years. She provides our business clientele with educational information regarding their retirement plan fiduciary responsibilities and preparing their employees for retirement through investment education.
She also assists in building personalized financial plans for our clients and other investment operations. Emily graduated from Grove City College and earned the Chartered Life Underwriter designation.
She lives in Grove City with her husband, Mike and their two sons, Jonah and Ben. She serves on the children’s ministry team at her church and loves exploring nearby playgrounds with her children.
Julie started with Gould Financial in 2012, bringing with her 30 years of office management experience. Her cheery voice answers the phones, and her attention to detail keeps our office on track as she handles most of our investment operations.
Julie and her husband, Brian, live in Grove City. Her daughter, Lindsey, lives with her husband Brandon in Florida. Her son, Brad, lives with his wife Melissa and their two sons in Pittsburgh. Julie takes every opportunity she can to visit with them as well as with her sisters. She enjoys quilting, doing yoga, and serving at her church.
Brady began his career at Northwestern Mutual in 2019 and joined Gould Financial in 2022. His role is both to bring on new clients as well as to help service our existing clients. Born and raised in Grove City, he graduated from Geneva College in 2015 and received his MBA from Webber International University in 2019. He currently resides in Grove City with his wife, Sydney. He is actively involved in his church and in his spare time he helps coach basketball and enjoys traveling to National Parks across the United States.
Alisa joined Gould Financial in 2022 after working for several years in federal government and then in manufacturing. She serves as an administrative assistant for the office, meticulously organizing and maintaining our files, notes, and documents.
Alisa and her husband, Denny, live in Fairview Twp. with their two sons, Wyatt and Hunter. Alisa enjoys fishing, biking, and anything outdoors. She likes volunteering for various activities at church and the kids’ school.
Ryan began working at Gould Financial in 2015, managing our risk-related new business operations and servicing our existing insurance clientele. He graduated from Grove City College and received his MBA from Clarion University.
Ryan and his wife, T.L., live in Grove City with their daughter Ainsley and their son RJ. They are avid basketball fans, having both played at Grove City College and spent time coaching at various levels throughout the area. They enjoy spending time with their families and attending their church in Grove City.
