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Meet the Advisors


At Kress Financial we empower our clients to meet their financial goals by providing exceptional support.  Our advisors are constantly developing and learning new techniques to better serve you.


Daniel G. Kress, ChFC®, CFP®

Senior 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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Dan Kress, Jr.

Financial Advisor

Dan has been with the Kress Financial team for nearly four years now after graduating from Penn State Behrend with a Major in Finance & Minor in Business Economics. He has passed his Series 66 & 7 exams and educationally ready to take CFP.

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Gary J. Kress, LUTCF

Senior Advisor

Being a lifelong Erie resident, he has worked in the financial services industry since 1982. Gary offers a wide variety of investments & insurance, and works closely with my clients to develop strong working relationships.

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Patrick Kress, CFP®

Financial Advisor

A graduate of Penn State Behrend with a Bachelor of Science degree in finance, Patrick has been full-time with Kress Financial Services since May 2017. Patrick has his CFP designation as well as his FINRA Series 66 and Series 7 license.

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Richard G. Kress

Senior Advisor

Rick is a life long Erie area resident, a Penn State Graduate, and is licensed for Insurance and Security products in several states. He has over 35 years experience in the financial service industry and helped found Kress Financial.

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Richard J. Kress

Financial Advisor

Richard is a Registered Representative who began his career with KFS in 2004. He has always felt that his calling is to build upon professional relationships cultivated by his for bearers and to seek out new opportunities for the future.

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Scott J. Sonntag

Financial Advisor

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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