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Uniontown_Blue

1640 Corporate Woods Cir
Uniontown, OH 44685

Directions

Phone: 330.896.6250

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

The Uniontown office specializes in providing retirement plan advisory services to corporate fiduciaries, and comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and successful entrepreneurs.

Advisor

Amanda Bernier, AIF®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Daniel R. Harsh, AIF®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Jared A. Milhoan

Financial Advisor,
Relationship Manager

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Advisor

Kevin Spray, AIF®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor,
Relationship Manager

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Advisor

Mario C. Giganti, AIFA®, CEPA®,CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Mark Muntean, AIF®, CFA®, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Scott Cooper

Financial Advisor,
Relationship Manager

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Advisor

T. Grey Kennedy, AIF®, CHSA®

Financial Advisor,
Relationship Manager

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How can we help?

Uniontown, OH

1640 Corporate Woods Cir
Uniontown, OH 44685
Phone 330.896.6250