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First Commonwealth Financial Advisors offers an experienced team of professionals to assist you in all your Financial Management matters.
Richard R. Applegate, ChFC®, CFP®, AIFA™, ChFC®, CLU®, President
Rick Applegate has helped clients for more than 30 years toward their goals of accumulating and preserving wealth. Nationally recognized in the field of financial planning and asset management, Rick is a frequent contributor to CNBC, CNN, BloombergTV and other local networks. He is also heard locally each weekday morning on KDKA (1020 AM) during his radio segment, MoneyTalk. Rick has also received a Masters in Taxation from Robert Morris University.
Rick is designated as a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter, Accredited Investment Fiduciary Auditor™ and holds Series 6, 7, 63, and 65 Securities licenses. Besides helping clients with personal and business financial planning, he also conducts seminars for corporate employees on general investment and retirement planning issues.
Gary A. Storie, CFP®, CDFA™, Financial Advisor
Gary is a CERTIFIED FINANCIAL PLANNER™, and a Certified Divorce Financial Analyst™, and has spent the last 10+ years assisting affluent families and business owners with various wealth management issues. Gary holds the Series 4, 7, 24, 63 and 65 securities licenses, and is licensed for all insurance areas. Gary is a member of the Financial Planning Association and the Institute of Divorce Financial Analysts. His educational background includes a B.S. Engineering Sciences from the Air Force Academy; a Masters in Business Administration from Webster University; and a Masters of Science in Financial Planning from the College of Financial Planning.
Susan Schellin, Vice President, Wealth Management Coordinator
Susan brings extensive knowledge and professional experience to First Commonwealth Financial Advisors. She holds a BA in Economics from Chatham College, with minors in Accounting and Philosophy, and holds the Series 7, 66 and 24 securities licenses. Prior to joining First Commonwealth, Susan spent 20 years in Senior Management roles in the Financial Services industry.
Susan is actively involved in ensuring that First Commonwealth Financial Advisors continues its disciplined approach in assisting clients to achieve financial security and abundance, while leading the firm’s regulatory compliance.
Camille J. Linton, Financial Planning Associate
Camille joined First Commonwealth Financial Advisors in August of 2007 and works closely with the firm’s advisors in all aspects of the financial planning process. She is a graduate of Syracuse University with a B.S. in Electrical Engineering and received her Executive Certificate in Financial Planning from Duquesne University. Camille holds the Series 7 and 66 securities licenses, the Life, Accident and Health insurance license and is currently working towards earning the CERTIFIED FINANCIAL PLANNER™ certification.
Staci Evans, Administrative Assistant
Client service support and administrative assistance are important ongoing functions, which Staci provides with enthusiasm and professionalism. Staci holds an Associates Degree in Business Administration from the Bradford School as well as a PA Life and Health insurance license.
To contact a First Commonwealth Financial Advisor representative, please call (724) 933-4515 or Contact Us.
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