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 Cetera Financial Specialists
Arlene Pakos
Office Manager
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,...
Chris Pakos
CPA / Financial Advisor
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,...
Jason Parquette
President/Parquette and Associates, CPAS,PC.
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...
Melanie Bures
Team Member
724-537-6055
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...
Melissa Shaulis
Payroll Specialist
724-537-6055
Melissa joined the firm in 2019 as the Receptionist. In 2021 she was promoted to Jason's assistant. She currently assist Jason with day to day tasks. She also assists with data entry of tax information during tax season. She also does...
Erica Vernon
Tax Accountant
724-537-6055
Erica is staff accountant who joined the firm in January of 2022 as a new resident in the Latrobe area. She is originally from the Volant Pennsylvania area and received her bachelors degree from Slippery Rock University. Erica is...
Kellie Fitzpatrick-Douglas
Tax Accountant
724-537-6055
Kellie joined our firm in June of 2022 as a Tax Accountant. She assists clients with Personal Income Tax Preparation, Bookkeeping and Payroll related services. She has a Bachelor's Degree in Accounting from Robert Morris...
Lori Culley
Receptionist/Customer Service
724-537-6055
Tyler Pakos
Wealth Management Advisor
724-537-6055