752 Lloyd Avenue
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:
We also can answer your questions, including:
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 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,...
CPA / Financial Advisor
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,...
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...
Manager of Tax Services
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 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...
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...
Jennifer joined the firm in 2021 as the Receptionist/Customer Service Representative. Jennifer's goal is to provide excellent customer service in all aspects of the firm. She will assist clients when they are dropping off and picking...
Wealth Management Advisor