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. 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. 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 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 Customer Service Specialist 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 maintains office efficiency by planning the weekly schedule and performing a variety of administrative tasks.Megan 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 children, Tessa and Colton. 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. 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. Cheryl Capwill Concierge Cheryl joined the team in November of 2023 as our Concierge. In addition to greeting clients, she will oversee most of our marketing and events. Born and raised in Niagara Falls, Canada, Cheryl attended college in Kitchener, Ontario, Canada. She moved to Erie six years ago with her husband, who is an Erie native, and their 5 children. Cheryl has an extensive background in corporate operations and customer service. In her personal time, she loves spending time with family, her two dogs, and traveling. 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. Elizabeth can often be seen taking notes during advisor meetings and enjoys assisting clients as they seek to achieve their financial goals. She has her Series 7 license and recently received her Series 66 license.She is originally from Clarks Summit, PA, but recently moved to Erie after working in Ohio for a few years. She has a bachelor’s degree from Penn State University and earned her MBA through Ashland University. While attending Ashland University, she also obtained her Lean Six Sigma Green Belt certification and has experience in process improvement. Outside of Kress Financial, Elizabeth enjoys hunting, fishing, and golfing. Elizabeth and her husband Dylan are happy to be closer to family and settling down in the Erie area. Lorre White Practice Manager Lorre joined the Kress Financial Services team in October of 2023. In her role of Practice Manager, she is responsible for the behind-the scenes coordination of all office operations. Lorre has 25 years of experience in team leadership and business operations, with 16 years of that time spent traveling the country and the world as Vice President of a communications company. Lorre graduated from Edinboro University with a degree in Education and spent the early part of her career teaching locally. She is a life-long resident of Millcreek, enjoys travel, golfing, and spending time with her family.