Kita, Gorman and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Robert Gorman

CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert Gorman's website


Team

Stacey R. Heikkila

Stacey R. Heikkila

Paraplanner

Roles & Responsibilities

  • Stacey received her B.S. in Hotel, Restaurant, Institutional Management from Pennsylvania State University in December of 1998.
  • Series 7, 66, and PA Life, Accident and Health licenses.
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