200 Brush Run Road
Mr. Dochinez began his securities career in 1982 when the opportunity arose during employment with Prudential Insurance. He formed Trustmont Financial Group in June of 1986; investment advisory services were divided in 1992 with the...
Investment Consultant/ Partner
Operations Manager/ Partner
Ms. Eutsey originally began her career in the banking industry but shortly thereafter joined a financial planning firm in 1992 where her passion for the investment industry flourished. Along with 23 years of field experience, she...
Mr. Klingensmith began his career in the financial industry in 1983 with Waddell & Reed, Inc. Along with 36 years of experience, he currently holds the FINRA Series 7, 24, 63, and 66. Larry believes the genuine care and concern he has...
Administrative and Financial Assistant
Ms. Safran attended Indiana University of Pennsylvania for Journalism, specializing in written and oral communications. Prior to joining PWR Planners in January 2015, Cherie worked as an Executive Assistant and Customer Coordinator....
Mr. Hart is a graduate of Penn State with a bachelor’s degree in Business. Following his undergraduate studies, he earned a Master’s degree from Indiana University of Pennsylvania. Alex is licensed for life, health and...