OUR TEAM APPROACH
One important thing that distinguishes Chartered from other firms is our team approach to wealth management. Many financial advisors and wealth managers steer their clients into a relationship with only one financial professional. Though this may seem like a good thing, it’s actually quite risky. A lone advisor’s sudden career change, retirement, illness, or even death could instantly put you as a client in a precarious situation. We don’t want that for you.
That’s why, when you become our client – Chartered is your advisor. Not one person, but all of us. We work together as your wealth management team to provide you stability and continuity in your relationship with us.
We feel very strongly that – when it comes to managing your wealth – it’s important to know you have a whole team of professionals committed to serving you.
Meet The Team
William H. Kantner IV
President & Senior AdvisorFINRA's BrokerCheck
Bill is Chartered Advisory Group’s founder, President, and Senior Advisor, bringing more than 3 decades of licensed financial services industry experience to his leadership of the firm. He holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Bill got his start in 1983 serving clients through larger firms. But in 1996, Bill decided to open his own independent registered investment advisory firm, and so Chartered was born. Since then, the firm has grown, incorporated, and adapted to ensure its clients’ best interests are continually met. Through it all, Bill has been at the helm, building a team committed to serving clients with integrity and excellence. He is a member of the Financial Planning Association, a Master Mason with the Masonic Lodge of Pennsylvania, and an Eagle Scout. For fun, Bill enjoys getting outside to go hiking or biking. He has a son, three daughters, and two grandchildren.
Robert J. Pedrick
Executive Vice President & AdvisorFINRA's BrokerCheck
As first Executive Vice President, Bob brings more than 15 years of licensed financial services industry experience, and a human resource consulting background, to his leadership of the firm. He joined Chartered in 2004. An effective communicator and strategic planner, Bob works alongside Bill and Angela, overseeing Chartered’s organizational development and corporate finances. He is Co-Director of Client Service & Marketing, a member of the Planning Team, and an Advisor. A musician and active member of his local church, Bob enjoys sharing life together with his wife and their two daughters.
Angela M. Bean
Executive Vice President & AdvisorFINRA's BrokerCheck
As second Executive Vice President, Angela brings over 20 years of sales and customer service experience to her leadership role. Ever since Angela joined Chartered in 2001, her unparalleled commitment to client service has set her apart. Licensed since 2005, she continues to bring that same elite level of client care to every aspect of her leadership. Working alongside Bill and Bob, Angela oversees the Planning Team, serves as Co-Director of Client Service & Marketing, and is also an Advisor. Angela enjoys cooking, traveling, and attending her nephew’s swim meets and her niece’s cheer and dance competitions.
Michael A. Rothfuss
Mike brings more than 15 years of licensed financial services industry experience to his role as an Advisor. He started with Chartered in 2006 as an independent marketing consultant, then joined the team full-time in 2008. Mike has a passion for helping people take control of their personal finances, and he thrives on watching them succeed. When he’s not serving clients, Mike enjoys participating in numerous sports, including softball and golf. He is also an avid learner in the areas of economics and world politics. Mike and his fiancée recently got engaged to be married.
Sean P. Smith
Sean brings over a decade of licensed financial services industry experience to his role as an Advisor. He got his start with Chartered in 2008 as a summer intern, and continued as a part-time employee, working his way through college where he earned both a finance degree and his industry licenses. Sean has both the caring heart and the sharp mind needed to help others win financially. When he’s not serving clients, Sean enjoys spending time with his wife and children. He also loves reading and learning about a variety of subjects, including economics, history, philosophy, and music.
Lindsay F. Burns
Lindsay got her start with Chartered as a temp in early 2011 while pursuing an English Literature degree. By Fall of that year, we were so impressed, we had to hire her as a regular part-time employee. When she graduated in 2013, we were thrilled to be able to keep her on staff full-time. Her detail-orientation, communication skills, and ability to stay organized make her a perfect fit for her role in serving our clients. She loves reading, cooking, and expanding her gardening skills. Lindsay also has a heart for animal rescue. She has performed in both classical ballet and musical theatre productions. Lindsay, her husband, and their children enjoy the comforts of home with their beloved dog, Dove.
Katelyn N. Harak
Kati joined Chartered in 2016. Before that, she worked as a family-based therapist, providing direct assistance and support to families facing difficult situations. Both her previous career and her ongoing leadership role with the girls in her church’s youth group display Kati’s heart of genuine care for others. While on the job, Kati likes to stay prepared, focused, and productive. Clear communication and a firm commitment to getting things done correctly the first time are hallmarks of her work ethic. When she’s not serving clients, you’ll probably find Kati spending time with her husband or hanging out with her youth group girls, enjoying the outdoors, taking in a good sci-fi or fantasy novel, or rooting for her favorite sports teams.