Associates
Our Associates
Our Advice - Your Plan
Collaborative - Customized - Comprehensive
Michael S. Marion, CERTIFIED FINANCIAL PLANNER™
Managing Partner & Financial Advisor
(412) 372-4708
Michael Marion, CFP®, leads Marion Wealth Management Group, working to help clients realize their financial goals with in-depth financial strategies and a focus on personalized client service …
Jeffrey D. Lott
Partner & Financial Advisor
(412) 372-4708
Jeff's focus on detail and analysis helps him serve clients with customized portfolio and planning concepts while working to achieve the financial goals of our clients...
Valerie A. Misour
Administrative Manager & Senior Client Associate
(412) 372-4708
As Administrative Manager, Valerie’s focus is on day-to-day practice Operations, to maintain an outstanding overall client experience ...
Ethan E. Misour, CFP®, AIF®
Associate & Financial Advisor
(412) 372-4708
Ethan joined the Marion Wealth Management Group team on October 1, 2019.
Jacob Sewalk, MBA
Associate
(412) 372-4708
Jacob graduated from Indiana University of Pennsylvania with a Bachelor of Science degree in Finance and is currently enrolled in the MBA program at Shippensburg University. Originally from Johnstown, PA, Jacob is now living in...
Lisa G. Wilfong
Director of Operations
412-372-4708