Financial Insights

Advisory Team: Alison Wertz

Jason Defelice

Jason Joined Bill Few Associates in 2021 after graduating from Robert Morris University with a bachelor’s degree in finance and a minor in accounting. As a financial advisor, he considers all aspects of the financial planning process and focuses on retirement planning, tax planning, and asset allocation. Jason resides in Belle Vernon with his wife […]

Kerri Donahue

Kerri joined Bill Few Associates in 1996 and has been an executive assistant with Alison Wertz for more than 20 years.  Kerri lives in the South Hills and enjoys biking and spending time with her family and cat, Blue. […]

Alison F. Wertz, CFP® CLU®

Alison came to the firm in 1996 after graduating from Michigan State University where she earned a bachelor’s degree in agricultural business.  As a financial advisor, she provides her clients with expertise in the areas of wealth management, insurance, tax planning, and estate planning. Alison and her husband, Mike, reside on a 12-acre horse farm […]