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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.

 

Scott E Shoup CFP®

Certified Financial Planner®

(724) 934-3800

(724) 934-3877

Scott graduated from North Allegheny High School in 1984 and attended the University of Pittsburgh from 1984 to 1988 where he obtained his Bachelor’s Degrees in Business and Economics. He began his financial career in 1988 with...

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Michael J. Labos

Investment Advisor Representative

(724) 934-3880

(724) 934-3877

Michael has been with Pennsylvania Financial Group for over 6 years. After 14 years as a financial advisor Michael has realized that investing can be more than just focusing on risks and return. It can be about someone's values,...

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Kellie A Gillespie

Client Relationship Manager/ Investment Advisor Representative/ Financial Paraplanner Qualified Professionalâ„¢

(724) 934-3820

(724) 934-3877

Kellie serves as a Client Relationship Manager. In this role, she develops, manages and grow client relationships. Kellie is also proficient in E-Money Financial Planning Software. She has been in the financial business for 8 years and...

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Carolyn Dumont

Client Service Associate

(724) 934-3800

(724) 934-3877

Carolyn serves as a Client Service Associate. Carolyn's responsibilities center around the efficient functionality of the office performing all administrative and marketing duties as they relate to our clients, office staff and outside...

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