Respect, Results, Resilience
We believe exceptional service begins with understanding your goals, challenges, and dreams through respect, results, and resilience. Our team offers insights and tools to navigate life’s changing needs, committed to guiding you with clarity, care, and steadfast support.
We conveniently provide both fee-based and commission-based services, allowing us to customize our approach to fit your specific needs.
Daniel Kruper, CRC®
Financial Advisor & Partner
Daniel graduated from Mercyhurst University, where he played on the football team and graduated with dual degrees in Accounting and Finance. He has over 12 years of experience working with families and holds the Certified Retirement Counselor (CRC®) designation.
Daniel has his SIE, Series 7, Series 66 securities registrations as well as Life, Accident, and Disability insurance licenses.
Daniel and his wife, Jessica, live in Mars with their three boys; Jordy, Roman, and Brock, along with their dog, Bosha. Beyond football, he enjoys playing golf, boating, spending time with family, and coaching youth sports.
Danielle Patterson, CRC®
Financial Advisor & Partner
Danielle graduated from the University of Pittsburgh with a major in Marketing and concentration in Psychology. She has 16 years of experience working with families, business owners and individuals, also holding the Certified Retirement Counselor (CRC®) designation.
Danielle has her SIE, Series 7, Series 63, Series 66 securities registrations as well as Life, Accident, and Disability insurance licenses.
Danielle lives in Cabot with her boyfriend Ross and their German Shepherds, ZuZu & Titan. She loves the outdoors and spends her downtime hiking, kayaking, and visiting the beach as much as possible.
Tony Shatley
Financial Advisor & Partner
Tony attended PennWest Clarion and has over eight years of experience helping professionals, business owners, and families build and protect their financial future. He frequently works with healthcare professionals, high-income earners, widows, and divorced women seeking personalized financial guidance through every stage of life.
Tony has his SIE, Series 6, Series 7, Series 63, and Series 65 securities registrations, as well as Life, Accident, and Disability insurance licenses.
Tony has been married to his wife, Cassie, for over ten years and is the proud father of four boys, Isaac, Bentley, Oliver, and Nolan. Along with the family’s Boxer, Tuula, and gecko, Jeffrey, family is at the center of Tony’s life. Outside of the office, he enjoys spending time outdoors hiking, fishing, riding dirt bikes, and making memories with his family whenever he can.
