Each member of our team shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.
Our investment and financial advisor professionals bring sweeping expert knowledge and first-hand experience to work on your behalf, every day and with every interaction.
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 in Cecil Township with their son, Jamison, and daughter, Kendall. Alison competes in regional hunter/jumper equestrian events and tends to her perennial flower gardens.
- Alison Wertz is a Certified Financial Planner™ professional and has obtained the Chartered Life Underwriter® designation.
- Member, National Equestrian Federation of the United States
- Member, Board of Directors of Bill Few Associates
Mia started in the financial services industry in 2010 and joined Bill Few Associates in 2015. She earned her bachelor’s degree from the University of Pittsburgh, graduating summa cum laude. Mia takes a holistic approach to the financial planning process, helping clients achieve their individual goals in consideration of their entire financial picture. She understands that her client’s goals are not just numbers on the paper, but manifestations of their aspirations and needs.
Mia and her husband, Brian, reside in Coraopolis with her two stepdaughters, Katie and Becca. Mia enjoys gardening, running and spending time with her family.
- Mia Kovacs is a Certified Financial Planner™ professional
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.