Your Team

Leadership

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Edward Dare III, CLU, ChFC, CLTC

President & CEO

  • Executive oversight

  • Recruiting

  • Strategic planning & practice development

  • GNL study groups

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Eric Dare, CFP®

Executive Vice President

  • Recruiting & corporate growth strategies

  • Strategic initiatives

  • Risk managment

  • Qualified plans & financial planning

Executive Support

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Courtney Schmittle

Chief of Staff

  • Executive leadership support

  • Strategic project detail oversight

  • Corporate team liaison

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Tessa Schultz

Executive Administrator

  • Executive leadership support

  • GNL coordination & support

  • Business development recruiting & onboarding support

  • Strategic project coordination

Office Support

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Debbie Lyons

Data Entry Specialist

  • Corporate office liaison

  • Administrative support

  • Advisory operations support

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Contact us to learn
what it means to


info@pfginc.com
814-231-2227
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Compliance

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Kim Casner, Esquire

Senior Vice President, General Counsel

  • Broker dealer compliance oversight

  • RIA compliance

  • Legal inquiries

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Ben Payne

Compliance Associate

  • Sales material & ad review

  • Compliance supervision

  • Broker dealer liaison

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Robert Pfahl

Senior Compliance Associate

  • Broker dealer & third party money manager new business

  • Suitability review

  • State securities and IAR registration

  • Pershing trading

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Kelly Burger

Compliance Data Analyst

  • Review of Vicus Capital managed accounts

  • Due diligence third party reviews

  • Assistance with IAR audits

Finance & Accounting

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Dawn Kay

Vice President, Finance

  • Associate commissions & payouts

  • Accounts payable & receivable

  • Human resources management & payroll

  • PFG Wealth Management Executive Account Manager

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Mary Fogle

Compensation Manager

  • Gross dealer concessions

  • Life production compilation

  • Production reporting

Information & Technology

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Ron Lutz

Director, Technology

  • IT consulting

  • IT help desk

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Ethan Haupt

IT Help Desk Technician

  • IT help desk

*Employees are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Edward Dare, Eric Dare, Kimberli Fleck, Mary Fogle, Ben Payne, & Robert Pfahl are Registered Representatives with Cetera Advisor Networks LLC.

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