Broker Check

Team

 

Peter D. Dochinez, CFP ®

Partner

(724) 672-3876

pete.pwr@trustmontgroup.com

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...

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Joseph A. Sinclair

Investment Consultant/ Partner

(724) 672-3876

joe.pwr@trustmontgroup.com

Mr. Sinclair attended Robert Morris University for Finance and Economics and has been in the Investment Industry for 8+ years. He also holds the Series 7, Series 63, and Series 65 Investment Adviser Representative registrations with...
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Patty L. Eutsey

Operations Manager/ Partner

(724) 672-3876

patty.pwr@trustmontgroup.com

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...

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Larry C. Klingensmith, CFP®, CLU, LUTCF

Financial Advisor

(724) 672-3876

larry@urmoneyatwork.com

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...

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Cherie Safran

Administrative and Financial Assistant

(724) 672-3876

cherie@pwrplanners.com

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....

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