Our Team
Keith Davis, CFP™
President and CEO
7248648610
Keith has held management positions for more than 30 years with both domestic and international experience. The past 15 years have been in the private client wealth management division. Prior to his present position at Davis Financial...
Gina Davis
Director of Operations
7248648610
CPA Alliance - Deluzio Financial Services, LLC
Jeffrey Anzovino, CPA, MSA
Managing Partner
Jeffrey P. Anzovino, CPA, MSA is an audit partner and the managing partner of Deluzio & Company, LLP. He provides auditing and accounting services to some of the best-known companies, governmental and nonprofit organizations in Western...
Lisa Altschaffl, CPA
Partner
Lisa M. Altschaffl, CPA, is an audit partner at Deluzio & Company, LLP. She conducts audit, review and compilation services for a diverse client base including, but not limited to, manufacturers, retailers, municipal authorities and...
Cole Beehner, CPA
Partner
Joseph Petrillo, CPA
Partner
Stacey Sanders, CPA, C SEP
Partner
Daniel Wilkins, CPA
Partner
Attorney Alliance - Petrillo Jones, LLC Attorneys at Law
Mary Petrillo, Esquire
Founding Partner/Of Counsel
Mary Ann Petrillo is Of Counsel with the firm of Petrillo Jones, LLC. Attorney Petrillo began practicing law in 1983. . Throughout her career, she has been recognized and awarded for her advocacy for her clients, particularly children...
Tyler Jones, Esquire
Attorney at Law
724-861-9594
Attorney Tyler J. Jones is a graduate of Seton Hill University where he received his Bachelor’s Degree in Political Science with minors in Accounting and History. Attorney Jones received his Juris Doctor degree from the...
Marianne Nama
Office Manager
Marianne Nama has been the Legal Assistance and Office Manager for Petrillo Jones, LLC, since 2006. She strives to provide a friendly and welcoming atmosphere for the clients. She excels in assisting clients in all aspects and never...
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.