Touchstone Team

Touchstone Team

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


Contact Us

Ted Kerr

President / CEO, CFP®

Ted Kerr is the founder and President/CEO of Touchstone Capital, Inc. His company helps their clients improve their quality of life through highly personalized wealth management and investment management services. The company is a Registered Investment Adviser and has $100 million in assets under management for 250 client households in 24 states and one foreign country. Touchstone Capital was recognized by the Pittsburgh Business Times as the fastest growing private financial company in the Pittsburgh region in 2012. In addition, Ted has been invited to attend Commonwealth Financial Network Top Producer conferences for fourteen straight years. As a result of his 23 years in the industry, Ted has become a trusted voice to various media, including on T.V., radio, and podcasts, and in traditional newsprint, including the Wall Street Journal.

Ted was ordained as a priest in the Independent Old Catholic Church in April 2014. He serves as an itinerant preacher to several congregations and has been invited to speak to various groups. He recently served as Executive Director for The Pittsburgh Experiment and as pastor to Deer Creek Presbyterian Church.

In addition to operating a successful business and serving in important ministry roles, Ted has been actively involved with local charities, including serving and as board member to numerous non-profits. He has also supported a number of international charities, most especially in Latin America. Ted and his wife, Julie, have created a donor advised fund, called Ayuda Fund, to support these causes.

He is a member of Phi Kappa Tau National Fraternity. As an alumnus, he has served in various volunteer positions, including as Pittsburgh area domain director, president of the Phi Kappa Tau Fraternity House Corporation and chairman of the Phi Kappa Tau Fraternity Board of Governors. For his service as an alumnus to his chapter, Ted was presented the Phi Award from the National Fraternity.  As an undergraduate member of Phi Kappa Tau Fraternity, he received the Douglass President’s Award for general administrative excellence, while serving two-terms as chapter president.  He was also runner-up to the Shideler Award, which is given to the most outstanding graduating senior in the nation. His greatest accomplishment as a member was championing a vision to build a new fraternity house on Westminster’s campus. Over a period of six years, he organized and led the $750,000 project to a successful conclusion, which included a $200,000 fundraising campaign for which he was treasurer.

He is an alumnus of Westminster College where he was graduated in 1993 with a Bachelors of Arts degree in Finance and a minor in Economics. 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 the college.  While as an undergraduate at Westminster, he played center on the college’s 1989 National Championship football team. Ted has also done 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 in Ambridge, Pennsylvania, where he is working on his thesis toward a Master of Arts in Religion degree in Christian Ministry and Missiology.

He has also realized a variety of personal accomplishments, among them is completing the Pittsburgh Marathon, publishing a fictional novel entitled Killing Time, A Parable for the Present Age, and earning his private pilot certificate.

Ted resides in Cranberry Township, PA. He enjoys exploring the world and has traveled to 35 states as well as to various U.S. territories and foreign countries throughout the Western Hemisphere.

Dave Simeone

Executive Vice President, RFC®, CRC®

Dave joined the team in 2005 after spending five successful years with Equity Advisor Group in Monroeville. Dave's experience is in providing comprehensive financial services with an emphasis in retirement and senior care planning. He is a Registered Representative and Investment Advisor of Commonwealth Financial Network®, a registered investment adviser. Additionally, he is a Registered Financial Consultant (RFC®) and Chartered Retirement Counselor® (CRC®).  He received his bachelor of science degree in chemical engineering from the University of Pittsburgh. Dave resides on the east side of Pittsburgh with his wife, Janice, and their two children. He has a passion for history, participates in local board gaming groups, and teaches stewardship at his local church.

Scott Lucas

Vice President, CES®, CFP®

Scott joined the team in 2015, bringing specialization 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 holds FINRA Series 7 and 66 securities registrations. He graduated with a degree in environmental science from Westminster College and has completed post graduate work at Duquesne University. Scott resides in Greensburg with his wife, Shari. In his spare time, Scott volunteers with his church and enjoys reading, writing, and being a hometown sports fan.

Tara Maurer

Manager, Investment Management Services

Tara joined the team in 2004 and has her hand in virtually every aspect of client service. Previously, Tara spent five-plus years as the office manager of a highly successful professional service firm in Pittsburgh. She graduated from Indiana University of Pennsylvania with a bachelor of science degree in office systems and a minor in management.  Tara lives in Shaler with her husband, Mike, and daughters, Chloe and Lila.

Michelle Jensen

Financial and Project Manager

Michelle recently joined the Touchstone Capital team in October of 2018 after spending over 10 years in the education industry. She is handling accounting responsibilities and will be working on special projects to bring innovation and enhancement to the company.  She has an Associates in Graphic design and a Bachelors in Business Administration with a minor in Human Resources. Michelle lives in Hopewell and in her spare time she likes to read and spend time with her husband, Matt and son, Maverick. 

Ashley Walsh

Client Scheduler/Para-Planner

Hi! I’m Ashley Walsh and I wanted to say how excited I am to join the Touchstone Team…again!  I completed an internship at Touchstone my Junior year of high school and have since graduated from the University of Pittsburgh with a bachelors of science in Psychology and worked in Banking, Life Insurance and most recently as a Data Analyst for Mars Wrigley Confectionery.  In my 19 year absence from Touchstone, I’ve gained knowledge and a variety of skills that I’ll be able to use to make contributions to the team. My husband, Sean, and I have been married for 10 years and we have 2 children, Sophia and Isaiah. I am looking forward to meeting each one of you and getting to know the Touchstone family a bit more. Please feel free to reach out to me if you have any scheduling questions or concerns. 

Emily Vojtas

Administrative Assistant

Emily joined the Touchstone Capital team in April 2019. She previously worked in the higher education field for 14 years. She has several roles at Touchstone Capital, with financial manager being her primary focus. Emily also plays an administrative role for Touchstone Cares, the Nonprofit Corporation and private charitable foundation associated with Touchstone Capital.

Emily graduated from Slippery Rock University in 2001 with a Bachelor degree in Communications. She enjoys watching her sons play soccer year round and running in North Park with her friends.  She resides in Wexford with her husband, Joe, and sons, Joey and Jacob.

Mara Fisher

Executive Assistant

Mara joined the Touchstone Capital team in January 2020.  She is a skilled and dedicated Executive Assistant with more than 12 years of experience coordinating, planning, and supporting daily operational and executive administrate functions. Mara has worked at several large organizations such as Eli Lilly and Company, Rolls-Royce, and Roche Diagnostics.  Prior to joining us, she was the Executive Assistant for the CEO of a global startup company. Mara has a Bachelor of Science in Business Administration from Indiana Wesleyan University.  She has a passion for helping others and volunteers in her spare time.  Mara has two long-haired dachshunds who are her "fur kids" and one cat.  She enjoys traveling with her significant other, Isaiah, various outdoor activities (hiking, pickleball, tennis, etc.) on nice Spring/Fall days, and spending time with family.

Codi Fleet

Sales & Marketing Associate

Codi recently joined the Touchstone Capital team in March 2020. She has over 13 years experience in the event industry, planning, executing, marketing and sales for large scale events. She previously worked as a Campaign Manager for The Leukemia and Lymphoma Society working on the annual Light the Night Walk and Race to Any Place at Heinz Field, raising hundreds of thousands of dollars with these events for the society. Early in her career she worked as a Promotions Assistant for CBS Radio, working on many station events and remote broadcasts. She has a degree in Communication and minor in Creative Writing from Slippery Rock University. She completed her degree interning at Gotham Writers Workshop in New York City. She enjoys volunteering at her local church. She loves to spend time with her family at various gatherings and traveling. She spends most weekends watching her daughter compete in dance.

Liz Treater

Client Service Associate

Liz joined the Touchstone Capital team in April 2020.  Liz has a Bachelor of Science in finance and business management from LaRoche University.  Previously Liz spent her career at a large Pittsburgh mutual fund company and most recently a local 401(k) plan provider firm.  She enjoys spending time with her family, volunteering, reading and jogging.  Liz lives in Wexford with her husband and twins, Archie and Kaylee.