Touchstone Team

Touchstone Team

With our team of seven experienced advisers and support staff, we bring more than 120 years of combined experience in helping you reach your financial goals.

Ted Kerr

President / CEO, CFP®

Ted Kerr is the founder and President/CEO of Touchstone Capital, Inc. His company helps their clients improve their quality of life through highly personalized wealth management and investment management services. The company is a Registered Investment Adviser and has $100 million in assets under management for 250 client households in 24 states and one foreign country. Touchstone Capital was recognized by the Pittsburgh Business Times as the fastest growing private financial company in the Pittsburgh region in 2012. In addition, Ted has been invited to attend Commonwealth Financial Network Top Producer conferences for fourteen straight years. As a result of his 23 years in the industry, Ted has become a trusted voice to various media, including on T.V., radio, and podcasts, and in traditional newsprint, including the Wall Street Journal.

Ted was ordained as a priest in the Independent Old Catholic Church in April 2014. He serves as an itinerant preacher to several congregations and has been invited to speak to various groups. He recently served as Executive Director for The Pittsburgh Experiment and as pastor to Deer Creek Presbyterian Church.

In addition to operating a successful business and serving in important ministry roles, Ted has been actively involved with local charities, including serving and as board member to numerous non-profits. He has also supported a number of international charities, most especially in Latin America. Ted and his wife, Julie, have created a donor advised fund, called Ayuda Fund, to support these causes.

He is a member of Phi Kappa Tau National Fraternity. As an alumnus, he has served in various volunteer positions, including as Pittsburgh area domain director, president of the Phi Kappa Tau Fraternity House Corporation and chairman of the Phi Kappa Tau Fraternity Board of Governors. For his service as an alumnus to his chapter, Ted was presented the Phi Award from the National Fraternity.  As an undergraduate member of Phi Kappa Tau Fraternity, he received the Douglass President’s Award for general administrative excellence, while serving two-terms as chapter president.  He was also runner-up to the Shideler Award, which is given to the most outstanding graduating senior in the nation. His greatest accomplishment as a member was championing a vision to build a new fraternity house on Westminster’s campus. Over a period of six years, he organized and led the $750,000 project to a successful conclusion, which included a $200,000 fundraising campaign for which he was treasurer.

He is an alumnus of Westminster College where he was graduated in 1993 with a Bachelors of Arts degree in Finance and a minor in Economics. He received the 2002 Outstanding Young Alumni Award from the College, which recognizes alumni of 15 years or less for significant accomplishments professionally, through community service or service to the college.  While as an undergraduate at Westminster, he played center on the college’s 1989 National Championship football team. Ted has also done post-graduate work at the College for Financial Planning in Denver, Colorado, where he earned his Certified Financial Planner certification. He is also an alumnus of Trinity School for Ministry in Ambridge, Pennsylvania, where he is working on his thesis toward a Master of Arts in Religion degree in Christian Ministry and Missiology.

He has also realized a variety of personal accomplishments, among them is completing the Pittsburgh Marathon, publishing a fictional novel entitled Killing Time, A Parable for the Present Age, and earning his private pilot certificate.

Ted resides in Cranberry Township with his wife, two children, and three dogs.  He enjoys exploring the world and has traveled to 35 states as well as to various U.S. territories and foreign countries throughout the Western Hemisphere.

Dave Simeone

Executive Vice President, RFC®, CRC®

Dave joined the team in 2005 after spending five successful years with Equity Advisor Group in Monroeville. Dave's experience is in providing comprehensive financial services with an emphasis in retirement and senior care planning. He is a Registered Representative and Investment Advisor of Commonwealth Financial Network®, a registered investment adviser. Additionally, he is a Registered Financial Consultant (RFC®) and Chartered Retirement Counselor® (CRC®).  He received his bachelor of science degree in chemical engineering from the University of Pittsburgh. Dave resides on the east side of Pittsburgh with his wife, Janice, and their two children. He has a passion for history, participates in local board gaming groups, and teaches stewardship at his local church.

Scott Lucas

Vice President, CSE®

Scott joined the team in 2015, bringing specialization in Medicare and Medicaid insurance, after having spent over six years in helping hundreds of individuals transition from traditional health care to Medicare options. He holds FINRA Series 7 and 66 securities registrations. He graduated with a degree in environmental science from Westminster College and has completed post graduate work at Duquesne University. Scott resides in Greensburg with his wife, Shari. In his spare time, Scott volunteers with his church and enjoys reading, writing, and being a hometown sports fan.

Linda Slatt

Manager of Practice Operations

Linda joined the team in early 2015 after spending 25 years at a large mutual fund firm in Pittsburgh. She helps to keep the office running smoothly by closely working with our president/CEO in managing projects and handling all daily accounting duties. She supports the company in our marketing efforts and is responsibile for planning all Touchstone events. In her spare time, she enjoys spending time in the Finger Lakes of New York with her husband, Scott, and their two dogs.

Tara Maurer

Manager, Investment Management Services

Tara joined the team in 2004 and has her hand in virtually every aspect of client service. Previously, Tara spent five-plus years as the office manager of a highly successful professional service firm in Pittsburgh. She graduated from Indiana University of Pennsylvania with a bachelor of science degree in office systems and a minor in management.  Tara lives in Shaler with her husband, Mike, and daughters, Chloe and Lila.

Amanda Gray

Manager of Wealth Map Services

Amanda joined the team in 2008, continuing a succesful career in the financial services industry. She works closely with our financial advisors to help develop and maintain our clients' financial plans. The first 12 years of her career were spent at A.G. Edwards & Sons, Inc., where she worked in a service-support role to various financial advisors and their clients. Amanda holds FINRA Series 7 and 66 securities regisrations. She has her hands full at home; she resides in Ross Township with her husband, Brad, and five children: Nathan, Davis, Wyatt, Adaline, and Emmalyn.

Joan Besong

Administrative Assistant

Joan has brought meaningful support to our team since she joined Touchstone in late 2015. With her tenured clerical experience, she assists our financial advisors and department managers in managing multiple administrative tasks. Previously, Joan spent 14 robust years in the financial services industry. She resides in Evans City and enjoys spending time with her husband, Ed, and their three children.