Our Reps and Qualifications
We are proud of our associates at the Western PA Financial Center. We believe their education, credentials, and concerns for their clients to be unmatched in this region. Among our professionals are Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants with backgrounds in accounting, insurance, investments and business planning*. We utilize a team approach to financial services. Your account manager has access to many resources when helping you in creating your financial objectives.
Pittsburgh (Greentree), PA: (412) 922-4360
Kim Carroll*, Financial Representative, Investment Advisor Representative, CRC®
Indiana, PA: (724) 465-6471
Philip Vitalbo*, Financial Representative, Investment Advisor Representative
Melissa Herman*, Financial Representative, Investment Advisor Representative
Chris Adams, Financial Representative, Investment Advisor Representative
Upstreet Financial, Indiana, Pa: (724) 463-5933
Pittsburgh (Foster Plaza), PA: (412) 539-0055
Chad Nason*, Financial Representative, Investment Advisor Representative
Brad Jurik, Financial Advisor Ameritas Investment Conmpany, LLC
Punxsutawney, PA: (814) 938-5080
Morgan Divelbiss Insurance Broker for Ameritas Life Insurance Corp
Dubois, PA: (814) 371-5277
Matthew Nerone*, Agent / Broker
Boca Raton, FL 561-578-3259
Paul Tunink, Co-Founder and Financial Advisor
Ross Brenner, Co-Founder and Financial Advisor
Cristina Morales, Administrative Coordinator
Ameritas Financial Services of WPA is not engaged in the practice of accounting, but work closely with your advisors in this area.
