Broker Check

535 Lloyd Avenue
Latrobe, PA 15650

Christopher T. Pakos, CPA, PC.

(724) 537-6010

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Christopher Pakos through his affiliation with HD Vest.  

 

Chris Pakos

CPA / Financial Advisor

(724) 537-6010

(724) 537-6055

Chris is a life long Latrobe (Derry Township) resident and has been preparing income tax returns for over 32 years. He obtained his Certified Public Accountant license in Pennsylvania in 1992 and has experience in preparing Personal,...

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Melanie is a life long resident of Derry Township. She is married and has two sons. She joined our firm in 2011. She has an Associates Degree in Business from Westmoreland County Community College. Melanie assists Chris in all aspects...

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Donna Moffat

Payroll Specialist

(724) 537-6010

(724) 537-6055

Donna is a Latrobe resident and has been with the firm since January of 2007. She has an Associates Degree in Secretarial Sciences. She is in charge of all payroll functions including preparation of client payrolls, preparation of...

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Arlene Pakos

Office Manager

(724) 537-6010

(724) 537-6055

Arlene is a life long resident of the area and has been with the firm since 1999. She is the Office Manager and is responsible for handling the day-to-day operations of the firm. These functions include handling Accounts Payable,...

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Jason Parquette

Manager of Tax Services

(724) 537-6010

(724) 537-6055

Jason is a CPA and is our Manager of Tax Services. He is responsible for managing all aspects of the tax department at our firm. His concentration is centered on preparing tax returns for Individuals, Partnerships, Corporations and...

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Nicholas Shaffer

Certified Public Accountant

(724) 537-6010

(724) 537-6055

Nick is a CPA that started with our firm in 2011. Nick earned his bachelors degree from Saint Vincent College. His areas of concentration include the preparation of Individual, Partnership, Corporate and Not-For-Profit tax returns....

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Paul is a Staff Accountant. He joined the firm in 2014 after a career in private industry. He earned his bachelor's degree in accounting from Thiel College and has had experience in manufacturing and property management in addition to...

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Breana Liberoni

Staff Accountant

724-537-6010

724-537-6055

Bree is a Staff Accountant who started with the firm, first as an Intern in 2014, then rejoined the firm in 2016 in her senior year at Saint Vincent College. As the youngest member of the firm, she will graduate in May 2017 with a...

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Josie joined our firm in June of 2018 as our Receptionist. She is here to provide excellent customer service to all of our clients. She can direct you to the appropriate department when you call or stop into our office. Josie is very...

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