Emily joined Bill Few Associates in 2019 after graduating from Miami University with a Bachelor of Science in Finance. As a financial advisor, she helps clients take a comprehensive approach to their financial picture with a focus in education planning, retirement planning, and investment planning. Emily lives in the South Hills with her fiancé, Josh. In her […]
Dan Zippel
Dan joined Bill Few Associates in 2008 after serving as a financial advisor with Charles Schwab & Co. His more than 25 years of experience is put to work on behalf of clients, helping them reach their financial goals. Dan earned a bachelor’s degree in political science from Pennsylvania State University. Active in his church, […]
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 […]
Edward G. Snyder, CFP®
Ed joined the firm in 1992 after graduating from California University of Pennsylvania with a bachelor’s degree in economics. As a financial advisor, he helps his clients with investment issues such as retirement planning, estate planning, mutual fund and individual securities management and intergenerational wealth transfer. Ed resides in the North Hills, where he enjoys […]
Jeffry Marzina, CFP®
Jeff joined Bill Few Associates in 1990 after years of working as a financial planner at a local investment firm. He earned a bachelor’s degree in business administration in economics from Temple University and an MBA from the Katz Graduate School of Business at the University of Pittsburgh. For more than three decades, Jeff has […]
Mia Kovacs, CFP®
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 […]
John Nichols, CFP®
John joined Bill Few Associates in 2007 and brings 15 years of financial advisory experience to his client relationships. As a Certified Financial Planner™ professional, John uses all aspects of the financial planning process to help clients achieve their financial goals. He graduated from Mercyhurst College in 2005 with a degree in management and marketing. John lives […]
Michael K. Kauffelt, II, CFA
Mike started in the financial services industry in 1984 and held executive positions at Mellon Bank, American Express and Integra Financial prior to joining Bill Few Associates. He graduated from the University of Texas at Dallas with a degree in economics and finance before earning an MBA from the Graduate School of Industrial Administration at […]
Brian W. Jourdan, CFP®
Brian joined Bill Few Associates in 2004 after earning a bachelor’s degree in economics at the University of Pittsburgh. As a financial advisor, he focuses on helping his clients achieve their individual goals with regard to wealth management, asset allocation and tax planning. Brian resides in Mt. Lebanon with his wife, April, and their daughters, […]
Ward L. Garner, CFP®
Ward has been with Bill Few Associates since 1995 and in that time, he has built strong relationships with his clients, helping them achieve their financial goals through clear communication, careful asset allocation, and long-term planning. Ward is a graduate of the University of Pittsburgh with a bachelor’s degree in business management. Ward lives in […]
