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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.

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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.

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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®.

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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.

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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.

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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.

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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. 

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Cheryl Capwill

Concierge

Cheryl joined the KFS team in November of 2023. In addition to greeting clients, she will oversee most of our marketing and events. Born and raised in Niagara Falls, Canada she brings with her an extensive background in customer service.

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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. 

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Lorre White

Practice Manager

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.

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