Your Team

Leadership

Edward Dare III, CLU, ChFC, CLTC
President & CEO
Eric Dare, CFP®
Executive Vice President

Executive Support

Courtney Schmittle
Chief of Staff
Tessa Schultz
Executive Administrator

Business Development

John Corso, CFP®
Business Development Manager
Contact us to learn
what it means to
info@pfginc.com
814-231-2227

Office Support

McLain, Kayla.jpg
Kayla McLain
Front Office Coordinator

Compliance

Kimberli Fleck, Esquire
Senior Vice President &
General Counsel
Robert Pfahl
Senior Compliance Associate 
Ben Payne
Compliance Associate
Sarah Mitrotz
Compliance Specialist

Finance & Accounting

Dawn Kay
Vice President, Finance
Mary Fogle
Compensation Manager

Risk Management

Ariel Watson*
Risk Management Case Manager
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Tammy Vratarich
Relationship Case Manager

Information Technology

Ron Lutz
Director, Technology
Eric Russell
IT Help Desk Technician

Sales & Marketing

Derrick Parsons*
Director, Sales & Marketing
J.McCaughey.jpg
Julia McCaughey*
Client Relationship Coordinator
Chelsea Scafuro*
Marketing & Business
Development Administrator

Investment Management & Research (IMR)

David Rosenblatt*
Director, Investment Strategies
Jeff Weatherford*
Trading & Quantitative Analyst
Rob Hinson, CFA®
Director, Investment
Operations & Trading
Jeff Closz
Senior Portfolio Analyst
Jeremy Best*
Junior Portfolio Analyst

Advisory Operations

Jacqueline Trezza
Vice President, Operations
Sue Pfirman
Advisory Operations Associate
Kayte Kocher
Advisory Operations Associate
Leanne Biddle*
Advisory Operations Associate

*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, Jeff Closz, John Corso, Mary Fogle, Rob Hinson, Sarah Mitrotz, Ben Payne,

Robert Pfahl, & Sue Pfirman are Registered Representatives with Cetera Advisor Networks LLC.

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Contact

PFG

Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

476 Rolling Ridge Drive

Suite 333

State College, PA 16801

info@pfginc.com

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