Team Profile

David G Sarault, AWMA®
First Vice President/ Investments

dsarault@janney.com

 

David has been in the financial industry for nearly 25 years, all with Janney. He started out as a client of Janney's and, as he was looking for a career change, became a financial advisor. Janney's stability and approach to client service led him to join the firm. In working with his clients, David uses a variety of investment strategies in the creation of discretionary portfolios designed to provide income during retirement. The income stream clients receive take advantage of tax efficiencies. Among the services he provides are financial and retirement planning, annuities, mutual funds, trust services, tax-free and taxable bonds, equity strategies and stock options. David holds the Accredited Wealth Management AdvisorSM certification and the Retirement Income Planning Certificate Program from The Wharton School.

David was named Ligonier Valley Chamber of Commerce "2012 Person of the Year" jointly with his wife, Debra. He has been a member of the Chamber for 25 years, holding various positions on the Board of Directors, including four terms as President. He has been a ham radio operator since 1965, with a call sign of N3XF. David is also a licensed private pilot. He and his wife have one son, Jeffrey.

 


Michael P Reese, CPWA®
Assistant Vice President/Wealth Management

mreese@janney.com

 

As a Financial Advisor and Certified Private Wealth Advisor, Michael provides a highly specialized service to select clients. With the CPWA certification, he assists successful families with their life cycle planning needs, guiding them through the accumulation, preservation and distribution phases designed to minimize taxes, monetize and protect assets, maximize growth and transfer legacy wealth to the next generation. The regular client communications allow for open dialogue to address issues and make the best financial choices.

Michael was the owner of Taste America Gifts, a multi-million dollar company which employed 65 people. He then entered the financial industry, first with UBS before spending 6 years at Stifel. He joined Janney in 2014, attracted to its status as a privately held firm with a long record of financial stability and client-centric focus.

A graduate of Cornell University, Michael holds a Bachelor of Science. In addition, he holds his Series 7, 66 and 31 securities licenses as well as Life and Health insurance. He is a founding member, past president and current Board member of the Rotary of Westmoreland. Michael is a leading member of the VISIONARIES at the Community Foundation of Westmoreland County, is active with the Cornell Alumni Pittsburgh Chapter, and serves on the Community Liver Alliance planning committee as well as the Greensburg Community Development Corporation Board of Directors. He and his lovely wife, Jana, have two darling daughter's, Quinn, Natalie and loyal dog, Brie. In his spare time, Michael enjoys skiing and scuba diving. He is also a wine enthusiast and enjoys experiencing great food with family and friends.


Cathleen Fulmer/Private Client Associate

cfulmer@janney.com

As a Private Client Associate, Cathleen is responsible for managing all aspects of day to day operations for Loyalhanna Wealth Advisors. She ensures the efficiency and quality on critical processes, such as opening accounts, initiating transfer requests and adhering to Firm Compliance Guidelines. In the community, Cathleen participates in various community service activities including Westmoreland Charity Walks and is also a a contributor. She is a former member of the Civil Air Patrol. Cathleen has also made appearances on the small screen and the big screen appearing in a TV commercial and news spots for Sbarro pizza as well as appearing as an extra in a Pittsburgh-based movie. She also enjoys horseback riding, yoga, kayaking, hiking, reading and winter sports. Cathleen and her husband, Jim live on a farm just outside of Ligonier.