Lauren Epperly, Financial Advisor

01/01/2026

Happy New Year! We wish our clients, partners and community a healthy, successful, and prosperous year ahead. Welcome to the new year!

12/25/2025

Merry Christmas! We wish our clients, partners, and community a joyful holiday season filled with peace, happiness, and good health. Thank you for your continued trust and support throughout the year.

08/19/2025

Our team is excited to be participating in United Way’s “Day of Caring” on September 9th and we would be thrilled if you’d join us! Our whole team is committed to community involvement and “Day of Caring” presents an excellent opportunity to get out of the office and make a difference in our community. Please let us know if you are already participating or if you are interested in joining us and we will provide further details!

05/29/2025

It's safe to say that our Client Appreciation Cookout is likely to become an annual tradition! Despite only a few short breaks in the rain, yesterday’s event was a tremendous success. We enjoyed a wonderful gathering with family, friends, and clients, filled with delicious food and great company.

🍔 Menu Highlights:

Juicy burgers
Tasty hotdogs
Delectable s'mores
Lots of laughter and smiles!

A heartfelt thank you to everyone who braved the weather to join us! Here’s hoping for sunny skies next year so we can enjoy yard games and even more fun together! ☀️

05/27/2025

REMINDER!!! Tomorrow is our rescheduled Client Appreciation Event. We look forward to seeing everyone, rain or shine!

05/19/2025

We were eagerly looking forward to hosting you at our Client Appreciation Cookout. However, due to unforeseen weather conditions, we have decided to postpone the event until next week, Wednesday, May 28th.

We apologize for any inconvenience this may cause and appreciate your understanding.

05/15/2025

Just a few more days until our Client Appreciation Cookout! This celebration is all about honoring the trust our clients have placed in us, celebrating the launch of Elevate Financial Group, and welcoming the beginning of summer. Join us for food, games, and engaging conversation! While an RSVP isn't required, letting us know if you can attend would be appreciated to help us prepared appropriately. Feel free to bring along family or friends because we would love to meet the special people in your life. We can't wait to see everyone!

04/22/2025

I'm so excited to finally be able to announce that I passed the CFP® exam in March and, as of today, I am a CERTIFIED FINANCIAL PLANNER® professional!

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

03/18/2025

Earlier this month, our team gathered in Pittsburgh to celebrate our 2024 accomplishments. Special congrats to Andrew Beckwith for receiving the Emerging Leaders Corp recognition and to Nick Aberegg for earning his first Bronze Eagle recognition! The highlight of the night was Nick leading the entire room in singing Country Roads.

03/10/2025

Last week, our team had the opportunity to educate several local business owners about various types of retirement plans. We always appreciate the opportunity to share our expertise with the community! Feel free to reach out if there is a topic you'd like for us to cover.

02/27/2025

If you're interested in learning about how to solve tax challenges with employer-sponsored retirement plans, you will not want to miss the event detailed below! We would love for you to join us for lunch, a brief educational presentation, and networking!

A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.

01/30/2025

Are you a federal employee who was presented with a buyout offer in the last couple days? Do you need help navigating such an important decision that has to be made in a very short amount of time? I am happy to help you weigh your options. If I can be of assistance, please reach out as soon as possible!