Our Team

After acquiring more than two decades of valuable experience in the investment industry, Eric founded Elek Wealth Management, LLC, a Western Pennsylvania-based wealth management firm in 2015. With a focus on independent investment solutions, Eric provides customized wealth management strategies to clients, based on their long-term needs and objectives.

Through fostering strong relationships, Eric has built a thriving team of wealth management professionals that deliver tailor-made solutions to individuals, families, and business owners. As a registered representative of Commonwealth Financial Network^® (Member FINRA/SIPC) since 2001, he holds FINRA series 6, 7, 63 and 65 securities registrations. Prior to joining Commonwealth, Eric was a registered representative with The Advisors Group in Pittsburgh.

Eric earned his BS in finance at Texas A&M University. In addition, he was a nationally ranked tennis player for the Aggie Men’s Tennis Team. The valued relationships that were formed at A&M afforded Eric the unique opportunity to build a strong client base in Texas to compliment his Western Pennsylvania client base.

Along with tennis, Eric, his wife, Elizabeth, and son, Henrik love to travel together and explore the great outdoors. Elizabeth and Henrik also enjoy the opportunities to visit friends and clients.

Their primary residence is in Ligonier, Pennsylvania where Henrik attends high school. They also maintain a residence in Texas to service clients in the Southwest.

Ryan is a registered Investment Advisor Representative of Commonwealth Financial Network ^® (member FINRA/SIPC). Ryan holds his FINRA series 7 and 66 securities registrations as well as his state insurance licensing.

Ryan graduated from Robert Morris University with a BS in Financial Planning and a minor in Finance. During his time at Robert Morris, Ryan enjoyed being a member of the men’s Rugby team.

He currently lives in Latrobe, Pennsylvania with his wife Katie and dog Colt. They enjoy spending their free time in the outdoors hiking, kayaking, and fly fishing.

Laurel Highlands Financial Services in 1995 and has more than three decades of financial services experience. He is a FINRA Series 7 General Securities Representative, a FINRA Series 24 General Securities Principal, and an Investment Adviser Representative of Commonwealth Financial Network^®. Bill has also been awarded the professional designations of Registered Financial Consultant^® (RFC^®) and Chartered Retirement Planning Counselor ^M (CRPC^®). Bill is a member of the Somerset County Chamber of Commerce.  In addition, Bill is a Paul Harris Fellow, as well as an FAA-licensed pilot.

Elizabeth provides operational support for the staff at Elek Wealth Management. Serving as a valued liaison to clients, she implements and executes client service procedures to facilitate the highest quality customer service experience. While supporting and enhancing client relationships, Elizabeth is also responsible for the firm’s marketing and communication strategies.

Elizabeth has supported Eric in the financial services industry for the past two decades. Elizabeth earned her bachelor’s degree in marketing from the University of Akron while playing tennis for the Zip’s Tennis Team. Her previous experience includes positions in sports marketing, advertising, and sales.

Holly started a 35-year banking career with Mellon Bank in 1976. She moved to Ligonier in 1979 to further her banking career and for 20 years worked as a Community Branch Manager for Citizens Bank.

In the three years prior to joining Elek Wealth Management in 2015, Holly was the executive Director of the Ligonier Valley Chamber of Commerce, serving as a representative of the community. An advocate for the Chamber, Holly planned and implemented many events that Ligonier is known and loved for. Before being appointed Executive Director, Holly sat on the Chamber’s Board of Directors.

Holly previously served on the Board of Directors of the Ligonier Valley YMCA, the Local Advisory Committee of the Eastern Westmoreland Career and Technology Center, the Latrobe Industrial Consortium, and a committee member of the Professional Development Committee and the RAMS (Recognizing Amazing Merchants and Students) Committee of the Ligonier Valley School District. As an active member of the Ligonier Rotary Club, Holly served as Treasurer, Vice President and President in 2021. Holly is also the Interact Club liaison with the Ligonier Valley School District.

Holly and her husband, Jerry, live in Ligonier Township. Holly’s son, Nash Paulin and Grandson, Lincoln, reside nearby. She enjoys spending time with her family at their camp in Jefferson County.

Terri Lynn has been with Laurel Highlands Financial Services since 2012. 

Terri Lynn is a graduate of Cambria-Rowe Business College where she earned an associate degree. She previously worked at Meyersdale Community Hospital in the Medical Transcription Department. After receiving this experience and starting a family, she opened an in-home daycare. As her children grew older, she left the home and went to work for Mid-Continent Insurance Company/White Pine Insurance Company where she progressed to be an underwriter.

Terri Lynn lives in Berlin. She has 3 sons, Nick, Kyle, and Zac and 7 grandchildren, Conner, Haleigh, Kaleb, Aubrey, Waylon, Colson, and Crew. She enjoys spending time with her family.

Bernie joined Elek Wealth Management in 2025, bringing with him over 40 years of experience in the financial services industry.  He concentrates on a range of insurance solutions that include personal/business insurance and continuation strategies, employee benefits, retirement planning and investment management.  Before joining Elek Wealth Management, Bernie was Founder and President of PGH Benefits, LLC.  

As a graduate of Mercyhurst University, Bernie pursued higher education at The University of Pittsburgh, Penn State University and Carnegie Mellon University. He currently serves on the Board of Meals on Wheels and as Treasurer of the Al Ludwig Memorial Fund.  He and his wife Connie reside in Ligonier, Pennsylvania and have three daughters.  Besides being involved in the local community and charitable organizations, Bernie enjoys playing golf, fishing and being a member of the Holy Trinity Catholic Church. 

John has been a Wealth Manager and Registered Representative of Commonwealth Financial Network® (Member FINRA/SIPC) since 2002. Prior to his work in the financial services industry, he held numerous engineering and management positions for a multinational company.

John focuses on a holistic approach to wealth management with emphasis not only on asset accumulation and income protection/distribution, but on legacy planning for high income and high net worth families.

John is a graduate of Carnegie-Mellon University, University of Pittsburgh and the Kent State University with degrees in engineering and business administration. An Army veteran and parachutist, he is also a graduate of the U.S. Army Command and General Staff College at Ft. Leavenworth, Kansas.

He holds the Accredited Investment Fiduciary® (AIF®) certification and maintains security registrations as well as various insurance licenses in a number of states.

John and his wife Susana are the proud parents of three grown children and are blessed with nine grandchildren.

Kaycee joined Elek Wealth Management in 2025, bringing with her over 14 years of banking experience through First National Bank and Commercial Bank and Trust where she was the Assistant Manager/Banking Services Officer. Kaycee’s strong work ethic and professional financial knowledge are focused on enriching client relationships and supporting complete client satisfaction. Her support is an integral part of the Elek Wealth Management team.

Currently, Kaycee serves as Treasurer on the Ligonier Valley YMCA Board of Directors and is also active within her local church. Kaycee and her husband, Mark, reside in Acme Pennsylvania with their young son Silas. Together, they love spending time with their family and walking their two dogs, Dexter and Moe.

Mary Kay joined Elek Wealth Management in 2025 from PGH Benefits where she had been a valuable part of that team since 2020.  As a client services associate, Mary Kay provides administrative support and assistance with client communications.  A graduate of Penn State University, she previously worked in the healthcare field and as a corporate trainer.

She and her husband, Jack, reside in Ligonier, Pennsylvania and are members of Holy Trinity Catholic Church.  They have two adult children and four grandchildren with whom they enjoy spending time.  Mary Kay loves swimming, kayaking and working with their Labrador retrievers