Joseph began his career working directly with the back office of Trustmont Financial Group, gaining extensive knowledge and networking skills in the industry. He holds his Series 7 with FINRA and his Series 63, and 65 with NASAA. The foundation of his practice is genuinely getting to know his clients and their families in order to provide the best solutions to help accomplish their financial goals.
Mr. Sinclair is experienced in consultation for retirement and estate planning as well as helping to create successful strategies for the growth and preservation of his clients' overall wealth.
When not working, Joe enjoys spending time with his family. He likes shooting trap, golfing, playing darts, and traveling, as well as being an active member of his community.
Mr. Dochinez began his securities career in 1982 with Prudential Insurance. He formed Trustmont Financial Group in June of 1986; investment advisory services were separated in 1992 with the creation of Trustmont Advisory Group. Peter’s Certified Financial PlannerTM designation was earned in 1995, and he obtained a Direct Participation Professional (DPP) designation in 2012. Throughout his career, Peter has qualified for numerous securities licenses, including Series 6, 7, 24, 27, and 53 with FINRA, and 63 with NASAA.
For many years, Mr. Dochinez has focused his efforts on the private placement of investments in such areas as Real Estate, Oil and Gas, and early stage Corporate Funding Strategies.
Peter and his wife, Claudia, have been married over 38 years and have two children and three grandchildren. He enjoys gardening, fishing, hunting, and golfing. His personal motto is, “Get it done. Get it done right. And get on with something else.”
Mr. Klingensmith began his career in the financial industry in 1983 with Waddell & Reed, Inc. Along with 36 years of experience, he currently holds his Series 7 and 24 with FINRA, and Series 63, and 66 with NASAA.
Larry believes the genuine care and concern he has for his clients’ needs, goals, and aspirations, has been most impactful and beneficial when helping them achieve their financial dreams. His many experiences have prepared him in assisting his clients in accumulating, protecting, and passing on their wealth to their loved ones and charitable causes.
Larry has a wife of 34 years, Jana Loucks Klingensmith, 3 children and 3 grandson. He enjoys all types of physical activities including walking, yoga, and golfing, as well as woodworking.
Patty has over 30 years of experience in the financial and investment industry. She holds an associate degree in Paralegal studies from Westmoreland County Community College as well as the Series 7 with FINRA and Series 63 with NASAA.
Ms. Eutsey oversees all PWR Planners’ operational, bookkeeping, accounting, and client servicing activities.
She and her husband Donnie, enjoy camping, hiking, biking, and kayaking throughout Pennsylvania’s beautiful state parks.
Cherie attended Indiana University of Pennsylvania for Journalism and joined PWR Planners in 2015. She holds her Series 65 license with NASAA and is constantly expanding her knowledge of the financial industry.
Serving as Operations Administrator, some of Ms. Safran’s responsibilities include client relations, advisor support, account maintenance, clerical duties, and event planning.
When not at the office, Cherie maintains an active lifestyle through kayaking, hiking, bicycling, and SXS riding. When weather doesn’t permit, she prefers lazy days with her husband, Jeremy, and cats, Trike and Momma. She attributes her outgoing demeanor, open-mindedness, and positive outlook to the years she spent traveling the country experiencing diverse walks of life.
Alex is a graduate of Penn State University with a bachelor’s degree in Business, and earned a master’s degree from Indiana University of Pennsylvania. He joined PWR Planners in 2022 and is acquiring new clients.
Mr. Hart is licensed for life, health and accident insurance. He also holds his Series 6 with FINRA, and his Series 63 and 65 with NASAA.
Alex enjoys spending his free time with his wife, Olivia, their son Jackson, and their four pets.