our team
Eric Dare, CFP®
wealth manager
Eric entered the financial services business as an advisor in 2003 and is the Founding Principal of PFG Wealth Advisors, LLC where he manages over $150 million in client assets. He is co-owner and President & CEO of Vicus Capital and the Executive Vice President of PFG, Inc.
A graduate of the Smeal College of Business Administration at Penn State University (BS Marketing), Eric is also a CERTIFIED FINANCIAL PLANNER™ professional. He holds Series 7 & 66 registrations and Pennsylvania Life, Accident and Health licenses and is a Registered Representative of Cetera Advisor Networks LLC.
Eric is a member of the State College Youth Wrestling Board and is committed to other organizations, including: The Navy Seals Foundation, St. Jude's Children's Research Hospital and THON.
Athletics has always been an important part of Eric's life. He grew up participating in baseball, wrestling, track & field and football. Eric lettered as a defensive back and played special teams for the Penn State Nittany Lions Football Team. He was also captain of Penn State's Track & Field team and placed 5th in the Javelin at the Big Ten Men's Outdoor Track & Field Championships. He and his family reside in State College.
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Doreen Koleno, CHFC®
senior wealth advisor & director of operations
Doreen joined PFG in the Spring of 2017 as a wealth advisor, bringing over 10 years of experience. She's enhanced our client experience by offering financial insight and additional support to our families, individuals, and businesses. Doreen oversees all aspects of managing investments based on specific client needs. She handles new business processing, manages service requests for existing accounts, fields inquiries, and coordinates follow up.
Doreen earned her Chartered Financial Consultant designation from The American College in 2012. She is currently enrolled in The American College, Retirement Income Certified Professional course work. Doreen holds Series 6, 63 and 65 registrations and Pennsylvania Life, Accident and Health licenses and is a Registered Representative of Cetera Advisor Networks LLC.
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Tammy rejoined PFG in 2022 as our Client Services Associate bringing over 20 years of financial experience to our team. Prior to her current role, she was a Case Manager on PFG's Risk Management team. She is the first point of contact with our clients and oversees all aspects of processing new business for investment accounts and risk management. Tammy manages service requests for existing accounts, fields client questions, coordinates follow ups and is responsible for form submissions.
In her personal time, Tammy enjoys exercise, reading, travelling with her husband, and spending time with family and friends.
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tAMMY VRATARICH
client services ASSOCIATE
Courtney has served as Chief of Staff for PFG since 2015. In this capacity, she manages strategic planning and projects, correspondence on behalf of the executive team, clients, and vendors, licensing, social media, relationship development, and coordination of incoming and outgoing communications. Courtney also oversees reporting and business tracking, preparation of background documents, meeting/event planning, and travel.
Courtney earned a Bachelor of Science from Penn State University in Biobehavioral Health in 2002 and a Masters of Education from Shippensburg University in 2007. She enjoys exercise, sporting events, travel, being outdoors, and time with family. Courtney holds a Series 11 registration.
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Courtney schmittle
chief of staff
kimberli Casner
Senior vice president & general counsel
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Compliance Oversight
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Legal Inquires
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RIA Compliance
Kimberli Casner is the Senior Vice President & General Counsel for PFG. In this capacity, Kim oversees all aspects of PFG's Compliance and Legal departments, interacting directly with broker dealer executive staff and state and federal regulators on behalf of PFG associates. She is Chief Compliance Officer for PFG's own federally registered investment advisor and continually monitors all facets of associate compliance requirements. She is a member of the Investment Advisory Board.
Kim graduated from Penn State, receiving her BA in Political Science. She earned her Juris Doctor from the Widener University School of Law and is admitted to the Commonwealth of Pennsylvania as an attorney at law. She holds Series 4, 7, 24, 53 and 66 registrations.
Kim is a non-producing registered representative of Cetera. Check the background of this investment professional on FINRA's BrokerCheck
ROB HINSOn, cfa®
director, investment operations & trading
Rob is a holder of the Chartered Financial Analyst® designation and serves as Director, Investment Operations & Trading. He is responsible for managing all operational aspects of the investment department, including technology systems, vendor relations, as well as processes and procedures. Rob also serves as the primary trader for the firm’s tactical and hybrid platforms. He is a key contributor to ongoing investment due diligence and research and serves as a member of Vicus Capital’s Investment Committee.
Rob graduated Cum Laude from Central Michigan University and holds a Bachelor of Science in Business Administration degree in Personal Financial Planning with a minor in Accounting. Rob also holds FINRA Series 7 and 66 registrations.
Rob is a non-producing registered representative of Cetera. Check the background of this investment professional on FINRA's BrokerCheck
DAVID ROSENBLATT
director, investment strategies
David serves as Director, Investment Strategies and is a member of the firm's Investment Committee. He serves as the team leader for the management of the firm’s investment platforms lineup. David is responsible for leading our firm’s investment research, ongoing manager due diligence, and ultimate portfolio construction process. He plays a key role in determining strategic portfolio positioning, dynamic portfolio shifts, enhancements to existing programs, researching strategy providers, and the development of future programs.
David holds a Bachelor of Business Administration in Risk Management as well as a Master of Investment Management degree from Temple University. David is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration.
David is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by David is in no way related to Cetera Advisor Networks LLC or its registered representatives. Check the background of this investment professional on FINRA's BrokerCheck
Jeff is a holder of the Certified Investment Management Analyst® designation and serves as Portfolio Manager, Custom Solutions. In this role, he functions as a key member of the investment team and focuses his efforts on the firm's custom portfolios platform, Private Client Strategies™ (PCS™ ). He also contributes to the firm's investment research and ongoing due diligence of investment managers. Prior to his current position, Jeff was an active financial representative and holds FINRA registration Series 7, 63, 65 , and 55 as well as Pennsylvania Life, Health, Accident, Property & Casualty Licenses.
Jeff is a Gettysburg College graduate with a Bachelor of Arts Degree in Economics.
Jeff is a non-producing registered representative of Cetera. Check the background of this investment professional on FINRA's BrokerCheck