Partners & Associates

William Lillis Sr.
Partner
P: 814-452-4085 ext. 230
F: 814-455-2008
James McKibben
Partner
(Retired)
P: 814-452-4085 ext. 231
F: 814-455-2008
John Bongiovanni
Partner
P: 814-452-4085 ext. 229
F: 814-455-2008


 

Employee Benefits & Group Insurance Team

John Burgert
Director of Employee Benefit Services
P: 814-452-4085 ext. 222
F: 814-455-2008
Carrie Sutter
Finance Manager
P: 814-452-4085 ext. 241
F: 814-455-2008
Lisa Morrow
Plan Manager
P: 814-452-4085 ext. 243
F: 814-455-2008
Kelly Hamman
Registered Employee Benefits Consultant
P: 814-651-0843 ext. 232
F: 814-455-2008
Francine Gambill
Client Service Representative
P: 814-452-4085 ext. 221
F: 814-455-2008
Angela Schroder
Client Service Representative
P: 814-651-0843 ext. 232
F: 814-455-2008
Donna Morphy
Client Service Representative
P: 814-452-4085 ext. 234
F: 814-455-2008
Tracy Coffy
Billing and Enrollment Coordinator
P: 814-504-5469
F: 814-455-2008


 

Personal & Business Planning Team

Marty Gaeta
P: 814-452-4085 ext. 244
Pam Holzer
P: 814-452-4085 ext. 237
Kelly Motyl
P: 814-452-4085 ext. 224
Lucas Slezak
P: 814-452-4085 ext. 240
Jay Bernatowicz
P: 814-651-0838

 

 

Plan Your Benefits Today