Zachary began his career in Financial Services in 2017 with J.P. Morgan Private Bank prior to joining Bill Few Associates. He graduated from Miami University’s Farmer School of Business with a degree in Finance and Marketing. Zachary advises his clients on goals-based wealth planning, goal-aligned investment portfolios, tax planning, and education planning. Zachary is a new resident of South […]
Jason R. DeFelice, CFP®
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, […]
Emily M. Sekerak, CFP®
Emily joined Bill Few Associates in 2019 after graduating from Miami University with a bachelor’s degree 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 husband, Josh. In her free […]
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 18 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 […]
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, […]
