Steve Drizos AIF®
President
Steve resides in Washington county, has three children and enjoys yoga, skiing and biking. He is a member of The Pennsylvania Society, Peters Township Chamber of Commerce and the Financial Services Institute. Steve has enjoyed being an Assistant Coach for his kid's hockey teams throughout the years and volunteers in a number of community outreach activities.
Prior to founding Liberty Wealth Strategies, Steve worked for PNC Financial Services Group (2008-2018) where he served as a Vice President, Financial Advisor and focused on providing the highest level of service to each of the families he served. Steve was named # 1 rookie of the year and 69th overall for the Top 100 Bank Advisors in Bank Investment Consultant Magazine. He has also been awarded PNC's Circle of Excellence, Market All-Stars & BRAVO Top Producer awards. Steve currently holds the FINRA Series 7, 65, 63 & 6 securities licenses and attributes his passion and skill in the investment business to his family, which gave him the opportunity to learn throughout his childhood.
Danielle Diaz
Medicare Planner
Danielle Diaz is a seasoned professional with over two decades in the insurance and financial industry. Aside from bringing a wealth of experience, knowledge and support to our team, she is licensed and specializes in simplifying the Medicare process for those turning 65, retiring, or losing employer health coverage. Her dedication to education and personalized solutions ensures clients navigate their options with ease and confidence.
Outside of work, Danielle fosters growth through community senior and youth outreach programs and holds local board positions for organizations such as NABIP and WIFS, advocating for ethical standards in the insurance and financial services industry.
Beyond her career, Danielle is a proud mother and dog lover with two rescue pups. She enjoys life’s simple pleasures in South Florida and, in her downtime, cherishes family time, soaking in sunsets, and immersing herself in a great book.
Nancy Hall
Estate Advisory Services Associate
Nancy Hall has been working with financial advisors and their clients for over seven years, helping clients complete their estate plans.
Nancy is an active member of her community and involved in several organizations including Big Brothers Big Sisters and The Smart Reader Program. In her spare time she enjoys cooking, riding bikes with her husband, and walking Eddie, her boston terrier.
Not affiliated with J.W. Cole Financial