Money management in Erie, PA

Our Team

Our Team

Tina M. Piotrowicz, CRC®

(814) 454-0023
(814) 455-1976

Comfortable Retirement Guide

Tina Piotrowicz is a Certified Retirement Counselor, who is fiercely committed to guiding single and married, professional women, as well as retirees and pre-retirees who are ready to gain control of their financial situation. Who, also, want to be assured they will not run out of money and become homeless and instead, live comfortably now and in retirement. 

If you are looking for a proven professional who can guide you to address these and other financial concerns, you've come to the right place.  With over 10 years of experience working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, Tina’s mission and commitment is to understand your situation and put you at ease knowing you are talking with a caring and compassionate adviser.

Clients say remarkable things about the impact Tina’s work has on their life and business success including preventing foreclosure of their home, learning something valuable during scheduled appointments, and being able to retire a lot sooner than anticipated!

Tina is Life, Health, and Variable Annuity licensed in the states of PA, NY, OH , VA and is a Registered Representative holding the Series 6, 63 and Series 7 Securities licenses in those states. Tina's skills also include over 25 years of income tax preparation of which this expertise is applied to clients's financial planning where applicable.

Getting to know Tina

I have lived in the Erie area my entire life.  My husband, Dave and I, have been married 36 years and have two adult children and one grandson.  Together, we have experienced many of life’s adventures. One of them surrounded medical issues. Several years ago, my husband was diagnosed with heart disease. It soon became apparent he would need a heart transplant. Since that miracle, we have been paying it forward by being volunteers with CORE - Center for Organ Recovery and Education. Another organization that is dear to us is the Cursillo Movement of the Diocese of Erie. This is a Christian organization aimed at enriching a person’s faith life. Our warm weather is a few short months so we enjoy many outdoor concerts on Presque Isle beaches and City of Erie bay, and walk along numerous trails in our area.

I was born into this world weighing 2 lbs, 7 oz, at a time when NICUs didn't exist.  I have persevered through life's challenges and I will help you overcome your retirement planning obstacles.

I look forward to working with you and assisting you in making informed decisions for your individual or company retirement plan, the best decision for you or your company and employees.

Gary L Behn, CRC®

(814) 459-9222
(814) 455-1976

My business experience consists of working for IBM for 24 years.  I had always wanted to make a career change at 25 years but it worked out for me one year earlier.  I have been in the Financial Services industry for 19 years.  One of the most important lessens that I have learned in those 19 years is that people don't care about how much you know until they learn how much you care.  Most people are doing the best that they can with their personal financial program.  However, getting all of the pieces of that financial program working together is the challenge.  That is where I can educate and guide people to the right solution for them.

Specialize in: 

  • Retirement plans
  • Financial Registrations:  Series 6, 63, and 26
  • Professional Registrations:  Certified Retirement Counselor®
  • Insurance Licenses:  Accident/Health, Property and Casualty Variable Annuity
  • Licensed in:  PA, OH, NY, MD, VA, FL, CA, WI,TX, AZ, KY, NC, 

Guiding clients from the start of the accumulation stage, through the distribution stage of their retirement plan.

Professional Objective:  I guide and assist my clients through semi, quarterly, or annual meetings.  I have annual plan reviews to locate the best plan for them to meet their needs, and help with coordinating and consolidating investments, and administration.

Registered Representative and Securities offered through Packerland Brokerage Services, Inc, an unaffiliated entity.  Member FINRA & SIPC 

 Securities offered through Packerland Brokerage Services,Inc., an unaffiliated entity, MemberFINRA & SIPC

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