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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.

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.

Amanda Austin

Client Relationship Coordinator

Elizabeth Brandon

Client Services Associate

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.  Elizabeth works closely with clients to ensure their questions are addressed and their service needs are handled accurately and efficiently.  She holds her Series 7 and Series 66 licenses.

She is originally from Clarks Summit, PA, but 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 spending time with her dogs. Elizabeth and her husband Dylan just welcomed their daughter Anna in September of 2025.

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.

Nathan Mosier

Client Services Associate

Nathan joined the Kress Financial Services team in August of 2024, after spending several years as an Advisor Assistant with another financial services firm in Charlotte, NC.  Nathan prepares client meeting materials, retirement profiles and performance summaries. KFS clients may spend time with him reviewing their account activity, during rollover calls and discussing other account information during telephone, Zoom or in person appointments.  Nathan holds his SIE, Series 7, Series 63 and Series 65 licenses.

Nathan is originally from Erie, PA.  He enjoys interacting with clients, appreciates his ability to understand a client’s “world” and to help them reach their financial goals.  Nathan has a bachelor’s degree from Penn State University.  Outside of Kress Financial, he enjoys golfing, traveling, and eating at new places. Nathan and his wife recently welcomed their first child and are happy to be back in Erie where they are close to friends and family.