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Our Team

We are a team that can offer personalized service to assist you with all of your insurance and financial needs. We have designed this website to be informative and educational, as well as to learn more about who we are and what we do. We hope you take advantage of this resource and visit us often.


Bryan Gratton, CFBS

Financial Advisor

724-513-9654

724-843-1197

[email protected]

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...

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D. Scott Kerr, CLU® ChFC® CIC

Financial Advisor

724-843-1270

[email protected]

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

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Kristen K. Gratton, CFP, ChFC

Financial Advisor

724-513-9911

724-843-1197

[email protected]

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it...

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