Meet the Team
Kress Financial is committed to making a difference in the lives of those we serve. Our team approach adds perspective and highly personalized service to each of our clients' experience.
Daniel G. Kress, ChFC®, CFP®
Financial Advisor
Dan has provided valuable financial services to several hundred individuals & families over the past 30 years. Dan has his FINRA security license Series 6, 7, 24, 63, and 65, along with licenses for life, health & long-term care insurance.
Scott J. Sonntag
Registered Representative
Scott 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 Penn State University.
Dan Kress, Jr. CFP®, ChFC®
Financial Advisor
Dan has been with the Kress Financial team for nearly five years now after graduating from Penn State Behrend with a Major in Finance & Minor in Business Economics. He has his Series 66 & 7 security licenses, is a CFP® and a ChFC®.
Patrick Kress, CFP®, ChFC®
Financial Advisor
A graduate of Penn State Behrend with a Bachelor of Science degree in finance, Patrick has been full-time with KFS since May 2017. Patrick has his CFP® and ChFC® designation as well as his FINRA Series 66 and Series 7 license.
Amanda Pettit
New Business Administrator
Amanda joined Kress Financial Services in the fall of 2007 coming from an extensive background in the finance and banking industry. In addition to having a life & health insurance license, she earned both her FINRA Series 6 and 63 in 2005.
Megan E. King
Customer Service Specialist
Megan joined the Kress Financial team in November 2011. Megan is traditionally the first person clients speak with when calling in, and she enjoys assisting clients with a broad range of service needs.
Lianne Boneberg
Advisor Assistant
Lianne joined the Kress Financial Service team in September 2018. As an Advisor Assistant Lianne does a lot of work behind the scenes helping prep representatives for meetings and helps almost all departments.
Elizabeth Brandon
Advisor Assistant
Elizabeth joined the Kress Financial Services team in June of 2021. As an Advisor Assistant, she works behind-the-scenes to aid the advisors in running productive client meetings and helping wherever needed.