Touchstone Team

Touchstone Team

With our team of three experienced advisers and support staff, we bring more than 120 years of combined experience in helping you reach your financial goals.

 

Contact Us

 

If you are wondering who to contact for service needs, please review the staff list below.

 

Support Team Contact List

Ted Kerr

Founder/ CEO, CFP®

Ted Kerr is the Founder/CEO of Touchstone Capital, Inc., which began operations on May 1, 2000. The company is a Registered Investment Adviser with over $150 million in assets under management for nearly 300 client households in 24 states and one foreign country. With 27 years of experience, various conference engagements, and countless media appearances, Ted is a recognized thought leader and industry expert.

Ted is also the Founder/President of Touchstone Cares, an IRS-recognized 501(c)3 organization, which began operations in 2018. Touchstone Cares has contributed hundreds of thousands of dollars to local, national, and international charities, including Transformando Vidas (Transforming Lives), a community project in Northeast Brazil. Transformando Vidas operates a school for over 200 students as well as a farm partnership program that provides water systems, operational expertise, and networking support to small, multi-generational family farms. Ted cast a vision to install 500 water systems in the region over the next 10 years, thereby making the entire project self-supporting within a decade. Ted speaks Portuguese and is engaged to be married to Maria Patricia Dos Reis, a Brazilian psychologist and President of Transformando Vidas.

A Westminster College (Pa.) alumnus, Ted holds a Bachelor of Arts degree in Finance with a minor in Economics. As an undergraduate at Westminster, he played center on the college’s 1989 National Championship football team.  He received the 2002 Outstanding Young Alumni Award from the College, which recognizes alumni of 15 years or less for significant accomplishments professionally, through community service or service to Westminster.  Ted also has completed post-graduate work at the College for Financial Planning in Denver, Colorado, where he earned his Certified Financial Planner® certification. He is also an alumnus of Trinity School for Ministry (Pa.), where he is working on his thesis toward a Master of Arts in Religion degree in Christian Ministry and Missiology.

In addition to his professional activities, Ted has realized a variety of personal accomplishments, among them is completing the Pittsburgh Marathon, publishing an Amazon 5-star rated novel entitled Killing Time, A Parable for the Present Age, and earning his private pilot certificate and second-degree black belt in Taekwon Do.  He enjoys exploring the world and has traveled to 35 states, numerous U.S. territories, and many foreign countries. He resides in Cranberry Township, PA, with his two children and two dogs.

Dave Simeone

Executive Vice President, RFC®, CRC®

David Simeone is the Executive Vice President of Touchstone Capital, Inc., part owner of Touchstone Capital, and an Investment Advisor Representative. He joined the team in July of 2005. Dave is experienced in an extensive variety of financial planning perspectives and provides comprehensive financial services with an emphasis in college, retirement, and senior care planning.  He is a Certified Retirement Counselor (CRC®) specializing in retirement planning in both the accumulation and the income distribution phases.  Additionally, Dave is also a Registered Financial Consultant (RFC®) engaged in helping clients achieve financial security and independence through sound financial planning and advice.  He is licensed in life, accident, and health insurance. Dave recently was awarded a 2021 Five Star Wealth Managers Award. He currently serves as a part of the Vanguard Research Community reviewing and recommending products and services for the Vanguard group. 

Dave received his Bachelor of Science degree in Chemical Engineering from the University of Pittsburgh.  He spent over 11 years in the chemical industry as a Process Engineer and Pilot Plant Supervisor before living out his passion to help people meet their financial goals in life. Prior to joining Touchstone Capital, he spent five successful years with the Equity Advisor Group in Monroeville.

Living on the east side of Pittsburgh, Dave enjoys spending time with his wife, two loving children, and three finicky cats.  His interests include military and American history, government and politics, baseball, soccer, board gaming and miniature wargaming. An important part of Dave’s life is his faith and activity in his church.  He serves as an Elder in a local church and is involved in teaching others to grow in the knowledge and application of their faith.  He values his church’s involvement in both local community and charitable programs as well as overseas missions work. 

Scott Lucas

Executive Vice President, CFP®, CES®

Scott Lucas is the Executive Vice President of Touchstone Capital, Inc., the Team Lead for the Wealth Management group, and an Investment Advisor Representative. He joined the team in August of 2015.  Scott specializes in Medicare and Medicaid insurance after having spent over six years in helping hundreds of individuals transition from traditional health care to Medicare options. He is also a Certified Financial Planner® professional as well as a Certified Estate and Trust Specialist™. His focus is working with clients so that they understand and feel confident in their financial plans thereby empowering them to choose and plan for the life they want to live.

He graduated with an undergraduate degree in Environmental Science from Westminster College in 1995 and has completed post graduate work at Duquesne University earning a M.Ed. with a focus in Counseling.

Scott resides in Greensburg with his wife Shari. They enjoy reading, laughing and spending time together on their back porch in the evenings.

Tara Maurer

Manager, Investment Management Services

Tara Maurer is the Team Lead of Investment Management at Touchstone Capital and joined the team in December of 2004. Tara provides the Advisors information on Touchstone Capital’s Select Portfolio stocks, oversees incoming and outgoing money in client’s accounts, and places trades in client’s accounts at the direction of the Advisors. She oversees the Client Services group and develops processes and procedures for the company.

Tara worked as an Administrative Assistant for an architectural firm before joining Touchstone Capital. She was the Client Service Manager at Touchstone Capital for 14 years before transitioning into her current Investment Management role. She has a Bachelor of Science degree in Office Systems with a Minor in Management from Indiana University of Pennsylvania.

Tara lives in Allison Park with her husband and 2 daughters. She enjoys reading, outdoor activities and spending time with her family and friends.

Michelle Jensen

President / COO

MJ is the President and COO at Touchstone Capital and joined the team in October of 2018.  In her role, MJ focuses on team member growth, goals, and projects for Touchstone Capital. She supports ideas and embraces each team member’s unique ability to enhance the business mission, values, vision, and goals. MJ also ensures the company is adhering to all compliance regulations.

With over ten years in the education industry, MJ brings experience in promoting teamwork, developing processes, finding solutions, and embracing change and growth. She has a Bachelor’s Degree in Business Administration with a minor in Human resources.  MJ has a passion for project management, whether at the office or home, and loves a good checklist!

She loves to help people and looks for ways to make life happier for those around her.

MJ resides in the west suburbs of Pittsburgh with her husband, Matt, and son, Maverick.  She enjoys reading, “glamping”, yoga, and spending time with family and friends.

Ashley Walsh

Planning Associate

Ashley Walsh is a Planning Associate at Touchstone Capital and joined the team in May of 2019. Ashley assists the Advisors in creating financial plans for new clients, prepares agenda items for client review meetings, facilitates training on our financial planning software, and organizes projects for the Wealth Management team. 

Ashley completed an internship at Touchstone Capital her Junior year of high school and re-joined the team 19 years later. In her time away from Touchstone Capital, she graduated from the University of Pittsburgh with a Bachelor of Science in Psychology and worked in banking, life insurance and was a Data Analyst for Mars Wrigley Confectionery. 

Ashley has a heart to serve and bless others. She currently serves as the Treasurer on the Touchstone Cares board, has gone on several mission trips to El Salvador where she started a shoe ministry for in need children, and volunteers at her church. Ashley enjoys gardening and spending time outdoors with her husband, Sean, their 2 children, Sophia and Isaiah, and their 2 dogs, Stanley and Faith.

Emily Vojtas

Administrative Assistant

Emily Vojtas is the Financial Manager at Touchstone Capital and joined the team in April of 2019. Emily manages financial statements and business activity reports.  Her daily tasks include account payables, account receivables, and expenses. She reviews, monitors, and manages the company budgets.  Aside from Touchstone Capital’s finances, Emily also assists with the finances of Touchstone Cares, the nonprofit corporation and private charitable foundation associated with Touchstone Capital.

Before joining Touchstone Capital, Emily worked in the higher education field for 14 years.  She earned her Bachelor degree in Communications from Slippery Rock University in 2001. 

Emily enjoys running and hiking at North Park, playing pickleball and watching her teenage sons, Joey and Jacob, play soccer.

Mara Fisher

Chief of Staff

Mara Fisher is the Chief of Staff at Touchstone Capital and joined the team in January of 2020. As the Chief of Staff, Mara not only manages the day-to-day affairs of Touchstone Capital and the CEO’s personal life, but also focuses on the long-term growth, success and vision set forth by the CEO. She utilizes her skills and experience to implement long-term objectives and strategic plans to support the broad functions of Touchstone Capital.

With more than 13 years of experience, she is both skilled and dedicated in her role. Mara has worked at several large organizations such as Eli Lilly and Company, Rolls-Royce, and Roche Diagnostics. Before joining Touchstone Capital, she was the Executive Assistant for the CEO of a global startup company and obtained her Bachelor of Science in Business Administration from Indiana Wesleyan University.

Mara has an inherent passion for helping others and volunteers at local food banks delivering meals in her spare time. She loves embracing new challenges and is committed to working long and hard for the fulfillment of a job well done. Mara has two long-haired dachshunds who are her "fur kids" and one cat. She enjoys traveling, various outdoor activities (hiking, pickleball, tennis, etc.) on beautiful sunny days, and spending time with her family.

Codi Fleet

Sales & Marketing Associate

Codi Fleet is the Sales and Marketing Associate at Touchstone Capital and joined the team in March of 2020. Codi initiates the onboarding process for new clients, oversees client communications, plans and executes client events as well as client summits, and manages special projects related to Sales and Marketing.

She has over 13 years of experience in the event industry including planning, executing and marketing for large scale events. She previously worked as a Campaign Manager for The Leukemia and Lymphoma Society and managed the annual Light the Night Walk and Race to Any Place events at Heinz Field. Early in her career, she was a Promotions Assistant for CBS Radio and was involved in many station events and remote broadcasts. She has a Bachelor's degree in Communication with a minor in Creative Writing from Slippery Rock University. She completed her degree by interning at Gotham Writers Workshop in New York City.

Codi enjoys volunteering at her church. She loves to travel and spend time with her family. She spends most weekends watching her daughter compete in dance.

Liz Treater

Client Service Associate

Liz Treater is the Client Service Associate at Touchstone Capital and joined the team in April of 2020. Liz works closely with the Advisors and staff to provide support and assistance to our clients. She not only fields and directs all incoming calls, but she also prepares all the paperwork for client accounts including new accounts, updates, transfers and much more.  She enjoys utilizing her research skills to answer client inquiries.

With more than 20 years of customer service and financial experience, she brings a tremendous amount of knowledge and value to her role. Before joining Touchstone Capital, she was a Conversion Analyst for a local 401(k) provider. Liz obtained her Bachelor of Science from LaRoche University with a dual major in Finance and Business Management.

Liz spends time volunteering for her school district and is dedicated to lending a helpful hand to those in need. She is married and has twin teenagers. She enjoys reading, jogging, spending time with her family and traveling to her favorite vacation spot, North Topsail Island, NC.

Halle Brem

Planning Associate

Halle Brem is the Client Scheduler and a Planning Associate at Touchstone Capital. She joined the team in April of 2021. In her role, Halle oversees appointment scheduling and various administrative duties. Additionally, she works with the CEO on projects related to Touchstone Cares, the nonprofit corporation and private charitable foundation associated with Touchstone Capital. Touchstone Cares supports a community in Vera Cruz, Brazil to provide education and basic needs for local families.

Before joining the Touchstone Capital team, Halle spent 4 years working in Talent Acquisition for UPMC where she helped lead the team that onboards all UPMC hires. She received her Bachelor’s Degree in Healthcare Management with a minor in Business from Indiana University Bloomington.  

Halle is passionate about missions work and helping those in need. She enjoys leading a weekly Bible study at Orchard Hill Church for high school girls.  She spends her weekends traveling and enjoying time outdoors with her husband, Evan, and their daughter, Lilah.

Michelle Snyder

Team Lead- Operations Group

Michelle Snyder is the Operations Manager at Touchstone Capital and joined the team in April of 2021. As Operations Manager, Michelle is responsible for Human Resources, operational duties, and special projects related to the continued growth of the company.

Before joining Touchstone Capital, Michelle worked in higher education as an Academic Advisor and Registrar for 12 years.  She also has 10 years of experience managing several medical offices.

She and her husband, Justin, have been married for 13 years and have an 8-year-old daughter. Michelle has a passion to see the community thrive and regularly volunteers at her daughter’s school and her family’s church. She loves to bake, craft and enjoys sports activities with her family.