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


Team Video Interviews

Ted Kerr

Founder / CEO, CFP®

Ted is the founder/CEO of Touchstone Capital, Inc., which began operations on May 1, 2000. The company is a Registered Investment Adviser with more than $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 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. He serves on the Westminster College Board of Distinguished Visitors. Ted also has completed postgraduate 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, including completing the Pittsburgh Marathon, publishing an Amazon 5-star rated novel titled Killing Time, A Parable for the Present Age, and earning his private pilot certificate and second-degree black belt in taekwondo. He enjoys exploring the world and has traveled to 35 states, numerous U.S. territories, and many foreign countries. He resides in Cranberry Township, Pennsylvania with his wife, two children, and two dogs.

Dave Simeone

Executive Vice President, RFC®, CRC®

Dave 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 2005. Dave is experienced in an extensive variety of financial planning perspectives and provides comprehensive financial services with an emphasis on 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 2022 Five Star Wealth Managers in Pittsburgh Award making this his fifth time earning the award since 2013. He currently serves as a part of the Vanguard Research Community reviewing and recommending products and services for the Vanguard group. 

Dave earned a BS 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, PA.

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 mission work. 

Frank Corbett

Senior Financial Analyst

Frank is the senior financial analyst at Touchstone Capital and joined the team in November 2021.

As the senior financial analyst, Frank researches existing and potential new holdings. Areas of emphasis include financial statement analysis, reviewing company filings, third-party data, and other publicly available information. He assesses each company on a quarterly basis to confirm the investment thesis is intact and that financial metrics are meeting specifications. He also takes on projects delegated by the CEO to augment the investment process.

Frank has more than 20 years of experience in finance. He was a broker for Morgan Stanley and Charles Schwab. Frank has worked as an investment analyst with ITS Asset Management and Gibson Capital. Areas of expertise include equities, fixed income, mutual funds and ETFs, and macro and sector strategy. He is a graduate of the University of Notre Dame with a bachelor of business administration.

He has a keen interest in staying abreast of the markets. He enjoys traveling with his wife Lea and their Labradoodle. Frank also likes to devote his spare time to cycling and golf.

Tara Maurer

Team Lead - Investment Management

Tara is the team lead advisory services at Touchstone Capital and joined the team in December 2004. Tara provides the advisors with information on Touchstone Capital’s Select Portfolio stocks, oversees incoming and outgoing money in clients' accounts, and places trades in clients' 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 earned a BS in office systems with a minor in management from Indiana University of Pennsylvania.

Tara lives in Allison Park with her husband and two 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 2018. In her role, MJ focuses on large projects and compliance regulations and works closely with team members to support the day-to-day at Touchstone Capital. MJ also supports the CEO’s strategic visions and implements ideas to enhance the company’s mission, values, and vision. 

With over ten years in the education industry, MJ brings experience in promoting teamwork, developing processes, finding solutions, and embracing change and growth. She holds a B.S. 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 enjoys organizing, creating structure, and collaborating with those around her to bring efficiency forward.  

MJ resides in the west suburbs of Pittsburgh with her husband, Matt, son, Maverick, and dog, Memphis. She enjoys reading, listening to podcasts, yoga, and spending time with family and friends.

Emily Vojtas

Financial Manager

Emily is the financial manager at Touchstone Capital and joined the team in April 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. 

Before joining Touchstone Capital, Emily worked in the higher education field for 14 years.  She earned her bachelor's 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.

Liz Treater

Team Lead - Client Services

Liz is the client service associate at Touchstone Capital and joined the team in April 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.  In 2022, she became an appointed and commissioned Notary Public for the Commonwealth of Pennsylvania.

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 is married and has twin teenagers. She enjoys reading, jogging, spending time with her family and friends.

Michelle Snyder

Vice President of Team Development

Michelle is the Vice President of Team Development at Touchstone Capital and joined the team in April of 2021.  As VP of Team Development, Michelle’s focus is to elevate each team member’s role within the company and initiate projects related to the development of each team member role. She also supports all team members and embraces each individual’s Unique Abilities to find ways to leverage them to enhance the business mission, values, vision and goals.

Before joining Touchstone Captial, Michelle worked in higher education as an Academic Advisor for 7 years and Registrar for 5.  She also has 10 years of experience managing small medical practices where she gained extensive knowledge of business procedures.  In these roles she developed an enthusiastic approach to tackling tough situations in creative and efficient ways in order to support her team and their goals. 

She and her husband, Justin, have been married for 15 years and have a 10-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.


Tesia Campbell

Marketing Manager

Tesia Nicoli Campbell joined Touchstone Capital in 2021, assuming the role of Administrative Assistant to the Executive Team. In the summer of 2022, she expanded her responsibilities to include support for marketing events, and in 2023, she was promoted to the position of Marketing Manager at Touchstone. As the Marketing Manager, her key responsibilities include coordinating events for clients and team members, website maintenance, and overseeing various processes related to promoting the company.

Prior to her tenure at Touchstone, Tesia accumulated over 20 years of experience in diverse administrative roles. Her professional background includes serving as an administrative assistant for a volunteer fire department for 15 years, working with a software design company, and founding her own theatre and film production company in 2013. Additionally, she has worked as a voiceover artist for global corporations and as a standardized patient for Lehigh Valley Hospital and DeSales University. Tesia holds an Associate of Arts degree in communications/professional writing, as well as an additional associates degree in liberal arts.

Beyond her professional endeavors, Tesia pursues personal interests in studying the French language, practicing meditation, and writing scripts. Her passion for storytelling was recognized in 2019 when she was awarded the title of Best Writing for her short script, "Torn," in the 2019 Film Race. In her leisure time, Tesia cherishes moments spent with her family and pets, enjoying movie nights or engaging in game nights.

Donald Clark

Vice President

Donald is a financial advisor at Touchstone Capital and joined the team in May 2022. Working in wealth management as a financial advisor, Donald assists clients with retirement planning and achieving financial security.

Donald earned his BS in business administration from Westminster College in New Wilmington, Pennsylvania. He spent five years in retail banking as a personal banker and previously worked in the luxury travel planning space for six years. 

Living in Wexford, Donald enjoys spending time in the North Hills of Pittsburgh. His interests include international travel, archery, world history, recycling, and reading.

Dayanna Silva

Executive Assistant

Dayanna Silva - Dayanna is Touchstone's Executive Assistant. It is her responsibility to support the CEO and the executive team. Originally from Brazil, Dayanna has lived in the United States for over four years.

Back in Brazil, Dayanna earned a bachelor's degree as an Executive Secretary with proficiency in Portuguese, Spanish, and English. Additionally, she holds a postgraduate degree in Business Management.

For the past ten years, she worked as an Administrative/Executive Assistant, and Office Assistant for large companies in Brazil.

Since she lives in California, she enjoys biking on the golden gate bridge, hiking, yoga, and meditation in her free time. She also enjoys reading and exploring new restaurants.

Neal Monaghan

Office Manager

Neal Monaghan - Neal Monaghan is the Office Manager at Touchstone Capital and joined the team in April of 2023. As the Office Manager, Neal spends his day-to-day activities facilitating the basic functions to serve the needs of the office, it’s employees, and clients. Neal also handles operational, human resources, and financial duties for Touchstone Capital.

Prior to becoming part of the team at Touchstone Capital, Neal served various roles in the financial, healthcare, and service industries. Neal managed a business office in a long term care facility for 2 years prior to joining Touchstone, and has also served as a leasing agent for a large property management company in Pittsburgh directly after receiving an education from the University of Pittsburgh in Communications and Rhetoric Studies.

When Neal is not serving in his role with Touchstone Capital, you can find him out in nature. Neal spends his free time playing disc golf at one of the many courses found in the Pittsburgh area, or kayaking in one of Pittsburgh’s beautiful waterways. Neal’s passion for music and technology also keep him busy in his free time.