My Team

 

Scott J. Sonntag

ssonntag@kressfinancial.com

In addition to having his own practice, Scott works with Dan's clients in a variety of capacities. He began his financial services career when he joined Kress Financial Services in 2006. Prior to entering the financial services industry he received his Bachelor of Science degree in Finance from Pennsylvania State University, where he focused on personal financial planning. Currently, Scott is pursuing advanced industry designations through American College.

Scott is originally from Erie, Pennsylvania and currently resides in Millcreek. As an active member of the community, Scott has sponsored and coached local youth sports teams. Scott is married to Jennifer, and they have two children, Jonathan and Ava. In his spare time, he enjoys spending time with his family, golfing, and boating.

 

 

Daniel R. Kress

drkress@kressfinancial.com

Daniel has been with the Kress Financial team for over three years now after graduating from Penn State Behrend with a Major in Finance and Minor in Business Economics. Recently passed his Series 66 and 7 exams and educationally ready to take the CFP certification exam after completing the CFP program at Penn State Behrend.

His role with the company typically involves client interaction whether that is conference calls, reviewing investments or statements, fact finding, summarizing income objectives, etc.  Dan sometimes helps Pat handle some of the client preparation before meetings. Outside working at Kress Financial, Dan enjoys spending his free time with his wife, Kayla, out at Findley Lake or at the golf course. 

 

 

Patrick Kress

pkress@kressfinancial.com

A graduate of Penn State Behrend with a Bachelor of Science degree in finance, Patrick started as an intern with Kress Financial Services in December of 2015 and has been full-time since. He is currently a registrant for the Certified Financial Planner designation, and obtained his Series 66 license in 2018, Series 7 license in 2017, and his life and health insurance licenses in 2016.

He spends his days meeting with and solving problems for clients and leads an initiative to make our firm more environmentally friendly by helping clients sign up for paperless and utilizing new online resources. Patrick is a lifelong member of the Erie community and spends his time outside of the office camping, hunting, and golfing.

 

Amanda Pettit

service@kressfinancial.com

Amanda joined Kress Financial Services in the fall of 2007 coming from an extensive background in the finance and banking industry. She began her career in the financial service industry in 2000. In addition to having a life and health insurance license, she earned both her FINRA Series 6 and 63 licenses in 2005. Furthermore, Amanda has been appointed as a Notary Public since 2009.

In her role of the New Business Administrator, she is mainly responsible for the establishment of new client accounts and assisting requests relating to ongoing service of their investment accounts. Amanda plays a vital role in the daily operations of the firm, overseeing various special projects and responsibilities.  In her spare time, Amanda enjoys traveling, being active outdoors and spending time with her husband Chad and their children Lydia and Parker.

 

 

Megan E. King

service@kressfinancial.com

Megan joined the Kress Financial team in November 2011. She was quickly promoted to the Customer Service Specialist position. Megan is traditionally the first person clients speak with when calling in, and she enjoys assisting clients with a broad range of service needs.

She is a life long Erie resident and attended Penn State Behrend after graduating from Iroquois High School. Megan completed the requirements to obtain her notary license in September 2012. Outside of Kress Financial Megan enjoys spending time with her husband Dan and their daughter Tessa.

 

 

Lianne Torok

service@kressfinancial.com

Lianne is the newest member of Kress Financial Services, joining the team in September 2018.  As the Finance Assistant Lianne does a lot of work behind the scenes helping prep representatives for meetings.  She is involved with all our departments when needed – from following up on client transactions to new account creation.  Often you will see her sitting in on your advisor meetings taking notes in the background. 

Lianne is an Erie native and graduate of John Carroll University.  Her degree in education has given her experience both in the classroom and in administration.  She loves to travel. From England to Hong Kong, she has been able to visit over 15 different countries, and even spent the past five years living in a small town in Germany.  But she is excited to be closer to family and make Erie her home again.