Team

How We Work

How We Work

Professional Money Management has been in the business of helping clients work toward building sound retirement planning, and wealth management strategies for 35 years. 

We believe that a comprehensive retirement plan is like any good GPS. It helps you get and stay on track to your destination-even as your life, the markets and economy change. Here at Professional Money Management, we take into account your personal situation and help calibrate your GPS to get you on the road to retirement and work towards preserving your wealth. We know that all goals are not created equal, so investing for them as one may not be the best plan. Instead, we help clarify your financial situation holistically so you can work toward maintaining your lifestyle.

Contact us today so we help you build your better tomorrow!

Our team approach adds perspective to all we do and aims to provide increased benefits to our clients.

Meet Our Team

Brandon Leeder

Operations Manager & Administrative Assistant

724-547-0988 x 1

724-382-8574

Brandon.Leeder@lpl.com

Brandon Leeder is the Operations Manager and registered assistant at Professional Money Management.

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Dan Hostetler, CFP®

CFP®

724-547-0988 x 2

724-382-8574

Dan.Hostetler@lpl.com

Dan Hostetler, CFP® is the founder and chief investment advisor of Professional Money Management with over 35 years of experience in the industry. 

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Greg Holzer, CFP®

LPL Financial Planner

724-547-0988 x 3

724-382-8574

Greg.Holzer@lpl.com

Greg Holzer, CFP® is working as a ParaPlanner, assisting in all aspects of the financial planning process at Professional Money Management.

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Jacob Hostetler

Marketing Director & Administrative Assistant

724-547-0988 x 4

724-382-8574

Jake.Hostetler@lpl.com

Jacob Hostetler is a non-registered assistant and Marketing Director at Professional Money Management. 

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