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,...
Donna Moffat
Payroll Specialist
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...
Jason Parquette
Manager of Tax Services
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
Team Member
724-537-6055
Nicholas Shaffer
Certified Public Accountant
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....
Erica Vernon
Staff Accountant
724-537-6055
Jena Bukovac
Payroll Specialist/Staff Accountant
724-537-6055
Jena joined our firm in October of 2020 as a Staff Accountant/Payroll Specialist. She is here to assist clients with all payroll related matters. Additionally, she assist clients with the preparation of their individual tax returns.
Jennifer Pernelli
Receptionist/Customer Service
724-537-6055
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...
Tyler Pakos
Wealth Management Advisor
724-537-6055