Mark Trauman, JD, CPA, CFP®, AIF®
Mark Trauman founded Reliance Financial Advisors in 1995. Located in Wexford, Pennsylvania, Reliance Financial Advisors specializes in financial planning and in fee-based asset allocation and portfolio monitoring, as well as in offering nonproprietary investments and insurance products and tax-preparation services to individuals and businesses. Reliance Financial Advisors offers 401(k)/profit-sharing plans and tax planning services to corporate executives, business owners, entrepreneurs, and corporations.
Mark is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary® (AIF®), and a Registered Investment Adviser with the proper regulatory agencies. He also holds FINRA Series 7, 63, and 65 securities registrations. Mark’s prior experience includes working as a manager/financial advisor for American Express Financial Advisors, Inc., as well as holding positions at PPG Industries, Ernst & Young, KPMG Peat Marwick, and Cargill, Inc. Mark received a bachelor of accountancy degree from the University of North Dakota in Grand Forks, North Dakota and his Juris Doctor degree from Concord Law School in Los Angeles, California.
Mark is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Pittsburgh chapter of the Financial Planning Association (past president and chairperson). He also holds board positions with Lutheran SeniorLife (past chairperson), Lutherlyn Foundation (chairperson) and Jackson Township Community Development Corporation. He is an active member of St. John’s Lutheran Church of Highland and has served as treasurer, church council member, chairperson of the Living Gifts & Memorials Committee, and member of the finance and stewardship committees. In addition, Mark has been involved with Junior Achievement in the Seneca Valley School District and participated in committee work with the Northern Allegheny County Chamber of Commerce.
Manager, Operations and Administration
Karin Trauman joined Reliance Financial Advisors in 1997 as manager, operations and administration. She ensures that the business operations run smoothly, responds to client inquiries, and oversees the support staff and human resource functions.
Karin received an MS in human resources management from La Roche College, Pittsburgh, Pennsylvania. She earned BAs in business administration and in organizational communications, with a minor in English writing, from Concordia College, Moorhead, Minnesota. Karin has more than 17 years of experience in human resources. Before joining Reliance Financial Advisors, she was an employee relations manager for Federated Investors, a Pittsburgh-based mutual fund company. She has held human resources generalist positions at Coopers & Lybrand (now PricewaterhouseCoopers), Rivertown Trading Company, and Concordia College.
Karin holds board positions on the Brooktree Business Park Development Association (secretary) and Samaritan Counseling Center. She can often be found volunteering in various capacities at church and in the community. She is an active member of St. John’s Lutheran Church of Highland in McCandless where she is a trained Stephen’s Minister. She has also previously served on the church council, stewardship committee, mutual ministry committee, and as a long-time Sunday school teacher.
Mary Jo Crail
Mary Jo Crail joined Reliance Financial Advisors in January 2019 as an administrative assistant.
Mary Jo graduated from Robert Morris University with an associate degree, majoring in the executive secretarial program. She has more than 20 years of experience in administrative roles in a variety of sectors including a law firm, Federated Investors, Inc., churches, an adoption agency, and a steel manufacturing company. She had a successful chocolate candy business while staying home with her young children.
Mary Jo is married and lives with her husband in Zelienople. They have a daughter who was recently married, now living in northwestern Pennsylvania. They also have a son, who is married and has two young sons, living in Cincinnati, Ohio. Mary Jo and her husband love spending time with their grandsons; being grandparents is a joy!
She also loves riding her bicycle, going to blues concerts, and attending the ballet. She and her husband are active members at New Community Church in Wexford, where she has served extensively on the Tech Team in support of the Worship services. With a heart for adoption, she recently joined their church’s adoption ministry, in an administrative role, helping to serve families who wish to adopt.
She looks forward to meeting clients and being of service to them.
Theresa Krepp, in memoriam
Administrative Assistant (Past)
Theresa Krepp joined Reliance Financial Advisors in 2001 as an administrative assistant and worked with us for 17 years until she passed away unexpectedly on September 20, 2018. She was the friendly voice and first responder to many client inquiries. She will be missed.