Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
"Most Advisors are trained to identify the why. My expertise is to uncover and deliver the how. Without the how, the why never gets solved."

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Kristin Barr

Operations/Compliance Manager

(724) 228-9910

(724) 503-1174

Kristin joined our team in 2007. She came to us with a financial background having worked in retail banking while completing her BS in Psychology from the University of Pittsburgh.

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Pia Oliver

Relationship Manager

(724) 228-9910

(724) 503-1174

As the Relationship Manager, Pia is responsible for all client communication and business development. She works closely with Roger to help enhance client relationships and strives to promote growth within the company.

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Joe Piszczor CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(724) 228-9910

(724) 503-1174

As a CERTIFIED FINANCIAL PLANNER™ with Csenge Advisory Group in Pennsylvania, Joe has been helping his clients achieve their financial goals for over 10 years since graduating from Mercyhurst University in 2005.

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Jim Plummer

Wealth Advisor

(724) 228-9910

(724) 503-1174

Joining Csenge Advisory Group in Pennsylvania as a Wealth Advisor, Jim is able to continue helping individuals and businesses achieve their financial goals as he has been doing since 2003.

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