Our Team
At Megaludis Finanical we take customer service very seriously. Our team is committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Daniel Megaludis
Joe Fornataro
Areas of Expertise:
- Client Relations
- Individualized Finanical Planning
- Asset Protection
- Benefits Review
Joe began his career with Northwestern Mutal as an intern in 2012 and instantly became passionate with helping people save for their future and reach their finanical goals. In 2016, Joe teamed up with Megaludis Finanical where is primary focus is to create individualized financial plans and help clients with their everyday needs.
Joe graduated from Clarion Univeristy of Pennsylvainia with a Bachelors Degree in Business Administration and Accounting in 2012. Joe married his beautiful wife Melissa in April of 2018. They currently reside in Cranberry Township with their dog, Perry, whom they resuced from Animal Friends.
Lisa Gessinger
Areas of Expertise:
- Insurance Services & Applications
- Insurance Underwriting
- Beneficiary & Title Changes
Lisa graduated from the University of Pittsburgh with a Bachelor of Science degree. In 2006, Lisa joined Megaludis Financial where her primary focus is insurance illustrations and applications. She also handles underwriting facilitations, policy delivery preparation, and electronic client file management.
Lisa lives in Murrysville with her husband, Ron, and their two sons. In her free time she enjoys spending time with her family at their sporting events or traveling.
Natalie K Hooper
Areas of Expertise:
- Investment Concepts
- Money Transfer Requests
- Portfolio Trading
- Investment Paperwork, 401 (k) Rollovers, and Consolidation
Natalie is a Penn State graduate who started working for Northwestern Mutual in 2008. In 2017, Natalie joined Megaludis Financial where her primary focus is investment services.
Natalie and her husband, Kevin, currently reside in North Huntingdon with their two children. In her spare time, you can find her volunteering in her daughter's classroom.