Alison Wertz Financial Advisory Team

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 F. Wertz, CFP® CLU®

Executive Vice President

Kerri Donahue

Client Services

Jason Defelice

Financial Advisor
Client Services

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, Executive Committee of Bill Few Associates, Inc.

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.

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 Alayna and their dog, Livvy. In his spare time, Jason enjoys golfing, traveling, and playing ice hockey.

Our Planning Process

We’ll be with you every step of the way.

Step 1

We get to know you and your lifestyle and evaluate your financial situation.

Step 2

We identify and explain the opportunities for your personalized plan.

Step 3

Create your plan, and together put the plan into action.

Step 4

Meet regularly to make sure your plan is on track.

Getting started is easy.

Let’s Discuss

Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.

The Center for Fiduciary studies owns the AIR® certification mark.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™.

For a no-obligation consultation

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