Your Team

Leadership

  • Executive oversight

  • Recruiting

  • Strategic planning & practice development

  • GNL study groups

Edward Dare III, CLU, ChFC, CLTC
President & CEO
Edward Dare III, CLU, ChFC, CLTC
President & CEO
  • Recruiting & corporate growth strategies

  • Strategic initiatives

  • Risk management

  • Qualified plans & financial planning

Eric Dare, CFP®
Executive Vice President
Eric Dare, CFP®
Executive Vice President

Executive Support

  • Executive leadership support

  • Strategic project detail oversight

  • Corporate team liaison

Courtney Schmittle
Chief of Staff
Courtney Schmittle
Chief of Staff 
  • Executive leadership support

  • GNL coordination and support

  • Business development recruiting and onboarding support

  • Strategic project coordination

Tessa Schultz
Executive Administrator
Tessa Schultz
Executive Administrator

Office Support

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  • Corporate office liaison

  • Inventory & facilities management

  • Administrative support  

Kayla McLain
Front Office Coordinator
Kayla McLain
Front Office Coordinator
Contact us to learn
what it means to
info@pfginc.com
814-231-2227

Compliance

  • Broker dealer compliance oversight

  • RIA compliance

  • Legal inquiries

Kimberli Fleck, Esquire
Senior Vice President &
General Counsel
Kimberli Fleck, Esquire
Senior Vice President &
General Counsel
  • Broker dealer and third party money manager new business

  • Suitability review

  • State securities and IAR registration

  • Pershing trading

Robert Pfahl
Senior Compliance Associate 
Robert Pfahl
Senior Compliance Associate
  • Sales material and ad review

  • Compliance supervision

  • Broker dealer liaison

Ben Payne
Compliance Associate
Ben Payne
Compliance Associate
  • TAMP research & analytics

  • Program & transaction reports

  • Compliance support

Sarah Mitrotz
Compliance Specialist
Sarah Mitrotz
Compliance Specialist

Finance & Accounting

  • Associate commissions & payouts

  • Accounts payable & receivable

  • Human resources management & payroll

  • PFG Wealth Management Executive Account Manager

Dawn Kay
Vice President, Finance
Dawn Kay
Vice President, Finance
  • Gross dealer concessions

  • Life production compilation

  • Production reporting

Mary Fogle
Compensation Manager
Mary Fogle
Compensation Manager

Risk Management

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  • Assistance with licensing & appointment registrations

  • Liaison between financial advisors & insurance 

Tammy Vratarich
Relationship Case Manager
Tammy Vratarich
Relationship Case Manager

Information Technology

  • IT consulting

  • IT help desk

Ron Lutz
Director, Technology
Ron Lutz
Director, Technology
  • IT help desk

Eric Russell
IT Help Desk Technician
Eric Russell
IT Help Desk Technician

*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, Sarah Mitrotz, Ben Payne, & Robert Pfahl are Registered Representatives with Cetera Advisor Networks LLC.

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