Our Team

Our Team

Our staff is composed of professionals ready to assist in all aspects of your financial life.  You will become part of the FSI Family, knowing us all by name, and during office hours you will always be able to speak to a person, rather than a machine. In addition, we have developed a large network of trustworthy professionals who can help where we cannot: in specific areas of tax or law, for example.

Click through to read more, or to find contact information on:

Forrest O'Brien

Partner and Chief Portfolio Officer

Involved in financial planning and asset management for almost four decades, Forrest is a seasoned financial executive.

Before becoming a partner in Financial Sources, Inc., he was vice president of finance and administration and treasurer of a large international firm. His prior positions have also included director, vice president, treasurer, and CFO for other international corporations.

Forrest's education achievements include receiving a BA and BS in economics with a dual major in mathematics, law and a minor concentration in engineering from Ohio Northern University. He also earned an MBA in finance and accounting from Farleigh Dickinson University.

Phone Forrest: 800-450-0629, x104

Check Forrest's background on FINRA's BrokerCheck.

Michael Hitcho, Jr.

Financial Consultant

Michael is a professional consultant who provides investment advice to individuals ages 55 and over.

As a wealth manager, he helps his clients maximize returns while limiting risk exposure. His practice specializes in families with assets of $200k to $2 million.

Michael is well known in the Lehigh Valley area for his expertise in designing retirement strategies, and he has published numerous articles on financial planning in national media.

His specialties include reducing or eliminating taxes on social security benefits and estates and increasing wealth through careful asset selection and management.

Phone Michael: 800-450-0629, x107

Check Michael's background on FINRA's BrokerCheck.

Charlie McKelvey

Financial Advisor and Portfolio Manager

Charlie has five years of experience on Wall Street, specializing in brokerage and mutual fund accounts, along with 12 years of experience managing variable annuities and life insurance.

In addition to this industry experience, Charlie served as a member of the Life Office Management Association (LOMA) Equity Products and Annuity Committee for five years. He has also earned his life and health insurance licenses and FINRA Series 4, 6, 7, 24, 26, 53, and 63 securities registrations.

Charlie graduated magna cum laude from Muhlenberg College with a bachelor's degree in business management. He is currently pursuing the CERTIFIED FINANCIAL PLANNERTM certification.

 

Andrea Davies

Office Manager

Andrea has more than 25 years of experience as an administrative assistant and has earned the Certified Professional Secretary designation from Professional Secretaries International.

Her experience encompasses the areas of Human Resources, Financial Planning Support, Marketing and Sales, and Customer Service.

She has worked closely with management to plan training seminars, create job descriptions, and company policies.   Her people insight has been a valuable tool in her work in Human Resources; and has earned respect for her confidentiality.  Her creative flair has led her to design newsletters, presentations, and brochures; as well as hospitality affairs.   Her commitment to excellence and her friendly demeanor are two of her most prized assets.