Our Team
Our Approach
CFP® Designation
Our Custodians
Our Team
Christopher D. Ross, CFP® CEPA®
Managing Partner |
Wealth Advisor
Christopher D. Ross, CFP® CEPA®
Managing Partner | Wealth Advisor
Chris has worked in the investment advisory industry for over 20 years and enjoys cultivating long-term relationships with each of his clients. He takes a holistic approach to financial planning, specializing in investment management, to serve the needs of successful families, retirees, business owners, and institutions. Chris offers trustworthy and honest guidance to help clients strategically pursue their goals and utilizes sharp attention to detail when crafting custom wealth management strategies. Before co-founding Alliance Wealth Advisors, Chris was Vice President and a financial advisor with The Rose Holcomb Ross Group at Wells Fargo Advisors. Previously, he was a financial advisor with Morgan Stanley.
Chris is a graduate the Pennsylvania State University with a bachelor’s degree in business and has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He as also earned his CEPA®-Certified Exit Planning Advisor designation. This unique designation is for financial professionals who advise business owners on how to successfully sell or transition their business.
Chris is active in local industry organizations, including the Estate Planning Council of NEPA, Scranton Chamber of Commerce, and board member at the Greater Scranton YMCA. Over the years, he served on the Advisor Council as a resource for multiple asset management firms. Chris stays active in his spare time and enjoys golfing, skiing and traveling. He is a member of Glenmaura National Golf Club and a volunteer with St. Joseph’s Center and the Lackawanna County Children and Youth Center. Chris grew up in Dunmore, Pennsylvania and now lives in Roaring Brook with his wife Ashlyn and daughters Elly and Collins.
Perry J. Rose, CFP®
Senior Vice President |
Wealth Advisor
Perry J. Rose, CFP®
Senior Vice President | Wealth Advisor
With over 33 years in the financial services industry, Perry provides knowledgeable guidance to help clients pursue their goals. He offers comprehensive financial planning services for successful families, retirees and business owners, with expertise in investment management. A caring and committed problem solver, Perry crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives.
Perry has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Accredited Domestic Partnership Advisor® certification. Before joining our team, Perry was first vice president, investments, with The Rose Holcomb Ross Group at Wells Fargo Advisors. He was previously Vice President, investments, and branch manager with Morgan Stanley. He earned an MBA from the University of Scranton and a bachelor’s degree in public administration from Pennsylvania State University. He previously served as an adjunct professor at University of Scranton and Marywood University.
Perry is a parishioner at The Church of St. Gregory, where he serves as a CCD instructor and plays guitar with the choir. He and his wife, Annette, are also actively involved with St. Joseph’s Center. Perry is a supporter of local theatrical productions and is a member of Glen Oak Country Club and Victor Alfieri Club. In his spare time, he enjoys gardening, as well as yoga and playing music. Originally from Scranton, Perry and Annette live in Clarks Green with their children, Matthew and Taylor.
Jude R. McDonough, CFP® AIF®
Senior Vice President |
Wealth Advisor
Jude R. McDonough,
CFP® AIF®
Senior Vice President | Wealth Advisor
Jude McDonough is a Certified Financial Planner and Accredited Investment Fiduciary with 20 years of experience in the Financial Services industry. Jude’s areas of expertise include retirement planning, investment management and corporate retirement plan consulting. He is very passionate about helping people and providing his clients with honest, objective advice. He takes great pride in responsiveness to his clients and always being there when they need him.
Jude began his career at Merrill Lynch in 2004 after graduating from the University of Scranton. After spending nearly 6 years in the Greater Philadelphia area, he made the decision to return to his roots in Northeastern Pennsylvania. Jude spent the greater part of the next decade as a Vice President for Community Investment Services before making the decision to join Alliance Wealth Advisors in 2019.
Jude is very active in the Northeastern Pennsylvania Community and has a strong interest in the growth of the region. He serves as the Treasurer for the St. Patrick’s Parade Association of Lackawanna County, Chair of the Board of United Neighborhood Centers of Northeastern Pennsylvania and is the Past Chair of the Board for the United Way of Wyoming County. In addition to that, he serves on the Executive Committee of the Friendly Sons of St. Patrick of Lackawanna County and on the Board of the Estate Planning Council of Northeastern Pennsylvania. In his spare time, he enjoys golfing, skiing and traveling. He is a proud member of Glenmaura National Golf Club and the Westmoreland Club. He grew up in the Minooka section of Scranton and currently resides in Moosic with his wife, Bridget, and their dog, Charlie.
Michael J. Cordaro, MBA
Vice President | Wealth Advisor
Michael J. Cordaro
Vice President | Wealth Advisor
Michael Cordaro has over a decade of experience in the financial services industry. He feels it is vital to build strong relationships with each of his clients so he understands their unique goals, and to ensure they understand the strategies and tools being employed on their behalf. Michael takes pride in his role as a fiduciary and believes that putting the clients’ interests first should be at the foundation of every financial advisor’s investment decisions. His areas of expertise include financial planning and advice for business owners and families, investment management, investor education, and retirement planning.
Prior to joining Alliance Wealth Advisors, Michael resided in Philadelphia where he was an assistant vice president and relationship manager at Brown Brothers Harriman and Company (BBH), the oldest private bank in the country. In his role, Michael worked as a trusted advisor to ultra-high net worth business owners, families, endowments, and foundations to address their investing, banking, and wealth planning needs.
Prior to joining BBH, Michael was an associate at J.P. Morgan in New York City. He started with J.P. Morgan in 2011 and began his career as part of the firm’s Corporate Development Analyst Program in the investment bank. He received a B.A. in political science with a certificate in management studies (finance/accounting) from the University of Rochester, and his M.B.A. from the Villanova University School of Business.
Before returning to Northeastern PA, Michael maintained strong ties to home, and continues to serve on the board of directors for the United Way of Lackawanna and Wayne Counties, Northeast Pennsylvania Healthcare Foundation and the Dunmore Educational Foundation. He is also an adjunct professor at Lackawanna College. Michael enjoys spending time with family and friends, and is a native of Dunmore, PA where he currently resides with his wife Melissa and daughters Ainsley and Emilia.
Douglas F. Holcomb
Senior Vice President |
Wealth Advisor
Douglas F. Holcomb
Senior Vice President | Wealth Advisor
Doug devotes his 35-plus years of financial services experience to provide holistic planning support for successful families, retirees and business owners. He is knowledgeable in investment management and takes pride in helping clients achieve financial confidence as they pursue their goals, through tailored strategic financial planning. Doug consistently provides prompt and transparent service to support clients’ needs, and enjoys the process of fostering long-term relationships with each of them. Before joining Alliance Wealth Advisors, Doug was Vice President of investments with The Rose Holcomb Ross Group of Wells Fargo Advisors, and a vice president and financial advisor with Morgan Stanley. He earned a bachelor’s degree in economics and social studies from Ursinus College.
Doug is active in the Lake Ariel Community and a board member for Ariel Land Owners, Inc. He also volunteers with St. Joseph’s Center. In his free time, Doug enjoys boating, fishing and spending time outdoors. Originally from Dunmore, he lives in Peckville with his wife, Lorna. They have five children.
Kaley E. Kucharski
Senior Relationship Manager
Kaley E. Kucharski
Senior Relationship Manager
With over six years in the customer service industry, Kaley works closely with clients to help make their overall administrative and operational support as efficient and organized as possible. She takes the time to learn and understand our clients making your experience more personal and unique. Kaley keeps Alliance Wealth knowledgeable and competitive thanks to her multifaceted talents in marketing, social media, and day-to-day business operations. Her goal is to keep Alliance’s presence in our local community positive and highly interactive.
Before joining Alliance Wealth Advisors, she was a client associate with The Rose Holcomb Ross Group at Wells Fargo Advisors, and is a graduate of Lackawanna College. Kaley is an active member in the community, volunteering with Northeast Cancer Institute and St. Joseph’s Center. She is also involved in the Greater Scranton Chamber of Commerce, representing Alliance within the Woman’s Network. In her spare time, she enjoys traveling, athletics and spending time with her family, friends and her dog Bella. She resides in her hometown of Archbald.
Susan E. Walsh
Client Associate
Susan E. Walsh
Client Associate
Susie joined Alliance in February 2020 as a part-time Client Associate. She works very closely with our team and takes great pride in providing our clients with an exceptional customer service experience. In addition to her primary job functions, Susie performs receptionist and various administrative tasks in our office. On most days she is the friendly voice that will likely greet you when you call our office!
Susie has considerable experience in the financial services industry working for Prudential Financial for 35 years. Throughout her career, she held various roles primarily with Prudential Retirement. Mostly servicing defined contribution clients in the large to jumbo markets, as a relationship manager. She served as the intermediary between her clients and various functional areas of Prudential Retirement and particularly enjoyed collaborating with 401(k) Plan sponsors focusing to deliver strategic retirement plans for their employees. Susie also managed a team of nine relationship managers at Prudential Retirement where she provided oversight of their daily activities, educated associates, and targeted key opportunities to streamline and improve ongoing processes. Before retiring from Prudential Retirement in 2019, Susie served as a compliance manager supporting her business partners from a regulatory perspective, ensuring client and firm needs were met in a manner consistent with administrative documents and applicable laws.
Susie has volunteered at the St. Francis of Assisi Soup Kitchen and St. Joseph’s Center. In her spare time she enjoys walking, cooking, gardening, reading and spending time with her family and friends. Originally from Pittston, she resides in South Abington Township with her husband, Doug.
Our Approach
CERTIFIED FINANCIAL PLANNER™
The prestigious CFP® designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a accredited college or university. CFP Board’s financial planning subject areas include:
- Investment planning
- Retirement planning
- Estate planning
- Insurance planning
- Risk management
- Employee benefits planning
- Income tax planning
Independent Custodians
Selecting an investment advisor is a significant decision. Choosing the right firm to custody your assets is equally important. Alliance has partnered with multiple independent custodians, like Charles Schwab and Raymond James, to hold and safeguard clients’ assets. For many investors, this provides a reassuring system of checks and balances—your money is not held by the same person who advises you on how to invest it.
We believe our custodians are committed not only to meeting the industry’s rigorous regulatory requirements but also to upholding their own stringent business standards, which are designed to help safeguard your assets and ensure their financial health and stability.