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.


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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.

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


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

Chief Operating Officer

Liz is the Chief Operating Officer at Touchstone Capital and joined the team in April 2020.  During her tenure at Touchstone Capital she has progressed from Client Service Associate to a Team Leader and now to COO.  In 2022, she became an appointed and commissioned Notary Public for the Commonwealth of Pennsylvania.  

With more than 20 years of financial and customer service experience, she brings a tremendous amount of knowledge and value of her role.  Before joining Touchstone Capital, she worked for a major Pittsburgh mutual fund firm and was a conversion analyst for a local 401(k) provider.  As a graduate of LaRoche University with a dual major in finance and business management, she brings a strong academic and financial foundation to Touchstone Capital.

Liz is a proud mom of twins.  She finds solace in the pages of a good book, rejuvenation through walking and exercises and fulfillment in spending quality time with family and friends.  Striving for balance between her career and personal life, she embraces each day as an opportunity for growth, connection, and making meaningful contributions both personally and professionally.

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.

Markus Williams

Associate Advisor

Markus joined the Touchstone Capital team in May of 2023 as a planning associate specializing in client relations and advisor assistance. 

A senior at Grove City College, Markus will graduate in the spring of 2024 with a Bachelors degree in business management with a finance minor. During his time at Grove City College, Markus has helped lead his baseball team to the playoffs in each year while receiving All-Conference and All-Tournament honors.

Personally, Markus lives in Sewickley and enjoys golfing and cheering on his favorite Pittsburgh sports teams.

Patty Kerr

Director of Social Media

Patty, a native Brazilian, holds a bachelor's degree in psychology and serves as the founder and president of an initiative known as the Association Transforming Lives (ATV) in Brazil. In addition to her current role with the ATV project, she boasts extensive experience in sales, having dedicated over seven years to the lighting fixture industry as a sales representative.

Patty possesses a strong penchant for innovation, continually generating fresh ideas, and enthusiastically embracing new experiences. Physical activity is an integral part of her daily routine, encompassing weight training, cycling, and outdoor walks.

She is happily married to Ted Kerr, fluent in Portuguese, proficient in Spanish, and in the process of mastering English. She shares her life with two beloved dogs and nurtures a deep love for globe-trotting and exploration. Nevertheless, her most profound passion remains dedicated to her project in Brazil.

Jaime Croissant

Client Service Associate

Jaime Croissant is a Client Service Associate at Touchstone Capital and joined the team in October of 2023. As a Client Service Associate, Jaime focuses on creating an excellent client experience by providing a variety of services. This includes client account transactions, answering client account questions, filing and processing paperwork, and enhancing the overall productivity of the team. 

Graduating in 2020 from Seton Hill University with a degree in Art Education, Jaime has worked at both elementary and high school levels teaching art. This provides her with a keen eye for detail as well as strong problem-solving abilities. She also worked a year as a client assistant for Hefren-Tillotson and Baird that gave her firm foundational knowledge in finance. This unique past experience developed Jaime’s strong interpersonal skills and growth-oriented mindset.  

A passion for both art and people, Jaime’s long-term goal is to own her own art studio and to teach classes to individuals of all ages. Right now, Jaime teaches art lessons on the side while she continues to hone her financial knowledge. She believes in being a life-long learner and wants to share with others the beautiful view of being both a teacher and student.  

Jaime enjoys spending time in nature, whether that is hiking or lounging on her hammock. She additionally loves spending time traveling with her family and reading fantastical novels. At her side is her mischievous cat named Jasper, who is always keeping her on her toes.