Meet Your Team

Don has always been driven to do his very best with any undertaking- whether running a marathon, playing golf, and especially in his financial services career. He was driven to learn and grow at the very beginning in 1978. He attained...

Everyone at some point will experience a transition in their lives. Some we can plan for - like heading off to college, getting married, or setting a date for retiring. Other times, transitions come unexpectedly. Charlene is passionate...

The kindergarten class was asked, “What will you be when you grow up?” and of all the responses, Michael was the only one to say resolutely, “Financial Advisor!” Growing up watching his father thrive in this...

The newest member of our team is David D. Kline, CFP®. A true Pittsburgher, through and through, he was born and raised just minutes from the Pittsburgh International Airport. He was educated at the University of Pittsburgh with a...

Katie is one of our original team members when we became The Speakman Financial Group over 16 years ago. She has developed quite a reputation for being efficient and caring in all things customer service oriented. Prior to becoming a...

Joining the Speakman Financial Group in 2018, Jennifer fills a vital role for our clients, even though many may not have had much interaction with her. This is changing! She is responsible for preparing and summarizing client file...

In September, 2019 we welcomed Sarah Elder to the team. Her efforts are targeted around providing first rate service and support for our customers. Following in our tradition of making it as easy as possible to work with us, Sarah has...

While most will remember March of 2020 as the time the COVID19 pandemic came to town, we’d rather think of it as the time that Brian Green joined the Speakman Financial Group. No doubt, it’s been an odd way to begin his...