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Robert L. Chess CFP, CFS, RFP

Jonathan Beaton, RICP       

Kathy L Kehl

Sandra "Sam" Jordan

(814) 864-0984 / (888) 686-0984

Kathy Kehl

Kathy Kehl

Client Support Specialist

Kathy has spent the last twenty years teaching English at two local universities.  In addition to scheduling appointments, completing and processing investment paperwork, and reviewing data feeds, she will also assist with the quarterly newsletter and other client communications. Kathy was born and raised in Erie, PA and currently resides in Edinboro with her husband, three kids and two dogs. In her free time, she enjoys camping, writing and painting with oils & acrylics.