GEORGE M. KAPUSTA

George is founder and president of Kapusta Financial Group with more than 26 years of financial planning and investment experience.  He is a Certified Financial Planner (CFP), Investment Adviser Representative (IAR) and owner of Kapusta Financial Group, Inc. He received his undergraduate degree in economics from Clarion (PA) University, obtained his Masters Degree in Business administration from Boston University and was awarded the CFP designation from the Certified Financial Planner Board of Standards in 1986.  He holds numerous FINRA Securities licenses and is a member in good standing with the Financial Planning Association.

George is a U.S. Army veteran, serving as a commissioned officer in Augsburg, West Germany.  He began his financial planning practice in Germany in 1983 and assisted U.S. Army and Air Force officers, U.S. Government civilians, school teachers and administrators with financial planning and investment management.

In 1989, George relocated his practice to Pittsburgh, PA where he continued to build his business as Vice President of Laurel Financial Group. In 1997, he founded his own firm, Kapusta Financial Group, Inc.  He is an active member of the business community.

BRIDGET K. LOUTZENHISER

Bridget is a Certified Financial Planner (CFP) who has been with the firm since 1995.  She is an Investment Adviser Representative (IAR) and a Registered Representative holding FINRA Series 7, 63 and 65 Securities licenses. Bridget has extensive experience in the financial planning field and specializes in investment analysis, designing investment portfolios, and computer information technology.  Bridget works directly with the firm’s clients in the capacity as an adviser.

She completed the Financial Paraplanner Program in 1995 and the Certified Financial Planner Professional Education Program in 1999 and received her CFP designation in 2002.

Before joining the firm, Bridget accumulated more than 10 years of financial and risk management experience working for a large national company.  Her duties included extensive work and analysis in the areas of investments as well as individual and group qualified retirement programs.

RITA B. ROZELL

Rita joined Kapusta Financial Group in May 2000 as a customer service representative bringing with her the experience and financial knowledge gained from a 30 year career in the banking industry.  Rita specializes in portfolio systems operations, management and maintenance as well as various client-related services.

Rita worked with a well-known regional savings bank and climbed the corporate ladder to the position of Assistant Treasurer/Branch Manager.  Her communication and organizational skills along with her extensive knowledge and experience in all facets of the retail banking industry serve as an important asset in assisting clients at the firm.