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...

With 7 years of experience in the financial services industry, Paula joined our team in 2014. Initially, her role was assisting with appointment preparations behind the scenes. We quickly learned that she has a whole lot of personality...

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...

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...

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...