Heidi Kennedy

Gary Vassalotti is a financial advisor with 23 years of industry experience, currently practicing at Vimcor in Duncansville, PA. He holds a Series 65 designation and has worked at SGA & Associates and Vassalotti Investment Management Corporation, where he has been involved since 1998. Outside of advising, he provides tax preparation, bookkeeping services, and computer consulting focused on web page development. Vassalotti Investment Management Corporation offers discretionary investment management, financial planning, equity research, and advisory services to individuals, trusts, estates, corporations, and pension plans. The firm uses a bottom-up fundamental analysis approach with proprietary valuation models to construct tax-efficient, customized portfolios and also provides tax preparation, payroll processing, and computer services as part of its integrated client support.

Amy Delauter is a financial advisor at Kooman & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. for ten years, overlapping with her tenure at Kooman & Associates since 1999. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million across about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing customized asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Justin Best is a CFP® certificant and holds a Series 65 license, currently serving as a financial advisor at Kooman & Associates with two years of industry experience. Prior to joining Kooman & Associates, he worked at KIZ Resources and was involved with the Alleghenies Angel Fund. Outside of financial advising, he has experience associated with the Adler Athletic Complex and Penn State Altoona. Kooman & Associates manages approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans through a small advisory team. The firm provides discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, and ETFs.

Stacy Anderson is a financial advisor at Kooman & Associates with 17 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services, Inc. for 14 years. Anderson is also an independent insurance agent. Kooman & Associates serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing client-specific asset allocations across various asset classes and utilizing certain fund platforms including Dimensional Fund Advisors funds.

Kathryn Starkey is a CFP® with 11 years of industry experience, currently serving at Kooman & Associates. She previously worked at Raymond James Financial Services Advisors Inc. for seven years. Outside of her advisory role, Starkey is active in community organizations, serving on the Young Life Advisory Board, as Secretary of the YMCA, and as President of the AASD Foundation. Kooman & Associates is a small advisory team managing approximately $472 million for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations that include equities, fixed income, mutual funds, ETFs, and independent managers.

Jeffrey Starkey is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked with Kooman & Associates since 2017 and previously with Raymond James Financial Services from 2014 to 2022. Outside of his advisory work, Starkey serves on several nonprofit and advisory boards, including Penn Mont Academy, the UPMC Foundation, and First Methodist Church of Hollidaysburg. Kooman & Associates is a small advisory team serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $472 million for about 308 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset allocations across multiple asset classes and occasionally recommending unaffiliated independent managers.