Richard G. Kress Registered Representative (814) 866-5737 (814) 868-4226 Richard “Rick” Kress is a Registered Representative at Kress Financial Services with 35 years experience in the financial service industry. Just over 25 years ago, Rick helped started Kress Financial Services to better serve clients needs. His dad preceded him in the financial service business and at this time Rick’s son Richard J. Kress is a part of their group, following up as a third generation servicing people in the Erie area.As a financial professional his goal is to assist clients to accumulate and protect wealth, while developing a long term strategy that takes into account eventual income and estate planning needs. He’s enjoyed working through these various phases with many of his long term clients.Rick is a life long Erie area resident, a Penn State Graduate, and is licensed for Insurance and Security products in several states. He’s involved in a number of community and charitable organizations in our area as well. In his spare time he enjoys spending time outdoors and with family. He’s been married for over 35 years to his wife Cheryl and they have 4 children and 3 grandchildren together. Richard J. Kress Registered Representative (814) 866-5737 (814) 868-4226 Richard is a Registered Representative with Kress Financial Services.Continuing a tradition of excellence and following in the footsteps of his Grandfather, Richard T. Kress and Father, Richard G. Kress, Richard J. Kress officially began his career at Kress Financial Services in 2004. In reality, it had been a life-long aspiration to build upon professional relationships cultivated by his for bearers and to seek out new opportunities for the future.Richard was born and raised in the Erie area and is committed to making a home here with his wife and children. Together, they are continuing the family traditions of community involvement, American values, and integrity.High ethical standards and personal service have become the hallmark of Kress Financial Services. It is a name you can trust and a legacy that Richard is proud to continue. Cheryl Capwill Concierge 814-866-5737 814-838-3565 firstname.lastname@example.org 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 814-866-5737 814-838-3565 email@example.com 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 (814) 866-5737 8148383565 firstname.lastname@example.org 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.