Our Associates

Our Advice - Your Plan
Collaborative - Customized - Comprehensive

Michael S. Marion, CERTIFIED FINANCIAL PLANNER™

Managing Partner & Financial Advisor

(412) 372-3849

(412) 372-4708

inquiries@marionwmg.com

Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses.Mike holds a BA in...
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Jeffrey D. Lott

Partner & Financial Advisor

(412) 372-3849

(412) 372-4708

inquiries@marionwmg.com

Jeff is a Partner, Financial Advisor and Portfolio Manager at Marion Wealth Management, building the firm with Michael Marion since its inception in 2018.Jeff joined Mike at Ferris, Baker Watts, Inc. in 2002, after holding positions of...
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Ethan E. Misour, CFP®, AIF®

Associate & Financial Advisor

(412) 372-3849

(412) 372-4708

inquiries@marionwmg.com

Ethan enjoys working with clients as an advisor and helping with their ongoing financial planning needs. He joined the Marion Wealth Management team in October 2019, after spending two years in Corporate Finance in Chicago, Illinois....
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Erin Britton

Senior Administrative and Operations Manager

(412) 372-3849

(412) 372-4708

inquiries@marionwmg.com

Erin Britton joined Marion Wealth Management in 2023, bringing with her over 20 years of broad experience in financial services and banking. As the Senior Administrative and Operations Manager, Erin plays a crucial role in ensuring the...
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Jacob Sewalk, MBA

Associate & Para Planner

(412) 372-3849

(412) 372-4708

inquiries@marionwmg.com

Jacob joined the Marion Wealth Management team on January 3, 2022. He has a Bachelor of Science degree in Finance from Indiana University of Pennsylvania as well as an MBA from Shippensburg University. Jake is looking forward to a...
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Lisa G. Wilfong

Director of Operations

412-372-3849

412-372-4708

inquiries@marionwmg.com

Lisa joined the Marion Wealth Management team as the Director of Operations in May of 2022. Previously, Lisa held the position of Director of Operations for B & L Asset Management from it's inception in 2003. Lisa has worked...
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Valerie A. Misour

Enjoying Retirement

After 22 years working alongside Mike and Jeff, Valerie Misour retired in January 2024. She enjoys her well-earned retirement by traveling with her husband and spending more time with her children and grandchildren.Val is dearly missed...
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