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Laurel Highlands Wealth Advisory Group
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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John F. Coleman, AWMA®
Senior Vice President / Investments, Complex Manager
Jeffrey D. Costelnock
First Vice President / Investments, Financial Advisor
Geremy L. Hoover, CFP®, CLU®
Vice President/Investments, Assistant Branch Manager, Financial Advisor
Timothy R. Brown, CFP®
Financial Advisor
Lisa M. Ritsko
Senior Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Comprehensive Financial Planning
Our group, the Laurel Highlands Wealth Advisory Group, believes every client journey begins with a plan. Our financial planning process helps us to understand our client’s goals and priorities and develop a customized plan to help achieve those goals.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Office Information
Office hours:
Monday - Friday: 9am - 5pm. Please contact our group to schedule a meeting. Street parking is available on Beeson Boulevard and Church Street.
Phone:
Toll-free:
Fax: