Dan has provided valuable financial services to several hundred individuals & families over the past 35 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 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 has been an integral part of the Kress Financial team for nearly 10 years now. Dan graduated from Penn State Behrend in 2015, a Certified Financial Planner (CFP®) since 2019 and Chartered Financial Consultant (ChFC®) since 2021. 

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 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 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 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 joined the Kress Financial Services team in June of 2021. As a Client Services Associate, Elizabeth prepares and organizes client financial data in order to support productive and well-informed client meetings. 

Lorre joined the KFS team in October of 2023.  In her role of Practice Manager, she is responsible for the coordination of all office operations behind the scenes.  She brings 25 years of experience in team leadership & business operations.

Nathan joined the Kress Financial Services team in August of 2024. As a Client Services Associate, he works to aid the advisors in running productive client meetings and helping clients wherever needed.