Our team offers a consultative approach that incorporates a step-by-step process to help ensure identification, implementation, and monitoring of all client goals and objectives. We feel that the trust and confidence necessary to form long-term relationships is best forged by looking people in the eye; for this reason our financial advisors routinely meet with clients semi-annually. We work together with clients to create a very personalized experience that we view as a partnership. Our wealth management practice focuses on the needs of individuals, families, businesses, and foundations. We offer a wide range of services that include: Business Retirement Plans, Fiduciary Education, Estate Planning, Insurance, Investments, and Retirement Planning. In light of the market events of 2007-2008, we realize that it is vital for investors to create a secure income stream for their retirement years. To this end, we have developed a special emphasis in retirement planning through the use of cutting-edge research that we call the "Retirement Income Exercise".

Lori Jo Daff-Siggins is a Financial Advisor providing wealth management advice since 2002. She is the creator of our strategic investment process, the retirement income exercise, and the inventor of the Action Plan. A native of Warren, PA., Lori graduated with a B.S. in Psychology from Muskingum University, as well as an M.A. in Applied Research from West Virginia University. Lori and her spouse live in Ohio Township, Allegheny County.

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Deborah L. Daff-Siggins, Chief Operating Officer, holds a B.A. in Education from Glenville College. She is also the creator and co-owner of MusicTime Productions, Inc., an educational music program for preschoolers. Debby brings to us organizational skills, experience in budgeting, time management, staff training and development, small business operations, and a focus on service excellence. Debby is working on her Master's Degree at Penn State University. Debby and her spouse live in Ohio Township, Allegheny County

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Alicia M. Reed, Registered Client Associate Manager, has worked in the Financial Services industry since 2008. Alicia has Bachelor of Music Education from Youngstown State University. Prior to joining Lions Gate, she spent 22 years in mental health. She brings management experience and specific leadership skills in team-building, education & training, and a client-focused approach to goal-setting and achievement. Alicia, her spouse, and their daughter and multiple pets live in Ross Township, Allegheny County.

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Jaclyn S. Jensen-Withey, Financial Advisor, graduated from Elmira College with a B.A. in French Language and Culture. Jackie specializes in customer service, computer software transitions, and national standard compliance. She also has experience in marketing, business development, web design, and administration. She was born, raised, and currently lives in the Warren, PA area with her husband and two boys. Jackie is the anchor staff member in Warren, PA.

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Kimberly F. Emery, Client Associate, has worked in the Financial Services Industry since 1994, specializing in Operational Management, Team Leadership and Process Improvement. Kim?s forte is quality customer service. She graduated from Duquesne University with a B.A. degree in Special Education K-12. Born and raised in Ashtabula, Ohio, she lived in Pittsburgh for nearly 30 years and now resides in Lock Haven, PA with her spouse and their cats.

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D. Hugh Siggins, Executive Assistant, graduated from the University of Maryland with a BS in Chemical Engineering. He later spent 21 years working with clients as a Financial Advisor, and retired as the branch manager from Advest Warren. Hugh has since come out of retirement to join us as a part time consultant. Formerly a Warren native, Hugh lives in Williamsburg, VA with his wife Penny.

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Patricia A. Pollard, Registered Client Associate, has a background in Accounting and Administration.  She was a Nursing Home Administrator for 18 years and an Accountant for 20 years.  Pat has a B.S. in Business Administration from Clarion State College.  Pat now provides back office support and excellent customer service to our clients. She and her husband live in the outskirts of Warren, PA where they look after their horses, chickens and geese.  Patricia is joining Jackie in the Warren office.

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Eric G. Stephans, Client Associate, is a graduate of Indiana University of Pennsylvania with a BS in Business Management. He worked in the Financial Services Industry for twenty years before joining the Lions Gate team.  Eric has experience managing multiple operational teams for both client and proprietary trading activities. He currently resides in Mars, Pennsylvania with his wife and their two daughters. 

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Jennifer J. Kasander, Executive Assistant, graduated from Penn State University with a BS in Individual and Family Studies, minoring in Business Administration.  She has spent over 25 years providing business development and process improvement solutions in both the staffing and dental industries.  Her focus is on providing excellent client relationship service.   She enjoys spending time in sunny Fort Myers, Florida, sailing and dolphin watching. She lives in Bangor, PA. 

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Elizabeth A. Zicha, Executive Assistant, is a graduate of West Virginia University with a Ph.D in Physical Education, Teacher Preparation, and Motor Learning.  She has 34 years of experience as a professor and volleyball coach at Muskingum University.  Bea, as she is affectionately called, brings to us a wealth of experience in administrative organization, teaching, training and curriculum development. She assists in all areas of client service, but is the primary contact for insurance needs and the coordination and development of the Financial Advisor Pathway curriculum.  Bea makes her home in Homer City, Indiana County, PA.

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