Committed to Simplifying Your Complex Situations
Together, Flick Financial comprises a team that has earned a wide array of industry certifications. Our bench strength is rock solid and we’ve honed our skills to help provide you with more opportunities.
Kevin S. Flick, CFP®, ChFC®
Partner, Financial Planner
Kevin began his career in the financial services industry in the fall of 2001. Over the years he has served multiple roles in the industry including being a financial advisor, sales manager, and a trainer for new advisors in the business.
Today, Kevin is managing partner of Flick Financial and one of the financial planners on staff. As a financial planner, his goal is to ensure individuals, families, and businesses make smart decisions with their finances. He understands that every person has a unique situation and he enjoys the challenge of assisting them in achieving their personal financial goals. He is licensed to sell life and health insurance in Pennsylvania, Arizona, Florida, Maryland, Maine, Michigan, North Carolina, New Jersey, Ohio, South Carolina, Tennessee, Virginia, and West Virginia, and is registered to offer securities products in Pennsylvania, Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Maryland, New Jersey, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Wisconsin, and West Virginia.
Kevin is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Chartered Financial Consultant® (ChFC®). He holds FINRA Series 6, 63, 65, and 7 securities registrations through Commonwealth Financial Network® and a bachelor’s degree from Geneva College.
Kevin is a lifelong resident of Chippewa Township. He enjoys volunteering in the community and coaching youth sports. He is a member of the Beaver Falls Rotary club and is a member of Chapel Presbyterian Church. He and his wife, Libby, have two children, Leah and Nathan.
Daniel A. Flick, CASL®, CLU®, ChFC®, CFP®
Partner, Financial Planner
Since 1981, people have been doing business with Dan because he is true to his faith, trustworthy, and keeps his promises. He strives to reduce complex problems to simple solutions that clients can easily understand. This is done by getting to know the needs and goals of the clients on both a personal and business level.
Dan is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Chartered Life Underwriter® (CLU®), a Chartered Financial Consultant® (ChFC®), and a Chartered Advisor for Senior Living® (CASL®). He holds a bachelor’s degree in mathematics from Carnegie Mellon University.
He is licensed to sell life and health insurance in Pennsylvania, Florida, Louisiana, Ohio, North Carolina, New Jersey, South Carolina, Virginia, and West Virginia, and is registered to offer securities products in Pennsylvania, Arizona, Florida, Georgia, Illinois, North Carolina, New Jersey, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington, and West Virginia.
Dan is a member of the Beaver Falls Rotary Club, the Salvation Army of Beaver County board, the Patterson Christian Ministry Fund board, and serves on the Beaver Valley Community Concert Association. He has also served on the Young Life Beaver County Committee and the Beaver County Christian School Board.
Dan and his wife, Louise, have three children, Melanie, Alan, and Kevin, and four grandchildren. In his free time, Dan enjoys wallyball, golf, pickleball, riding his bicycle, traveling with Louise, and spending time with his family.
Curtis B. Aiken, ChFC®
Partner, Investment Specialist
Curtis has been providing investment and insurance advice to families since 2004. He also had an interest in working with 501(c)(3) non-profit organizations which led him to assist with investment policy statements for endowments and managing assets for churches, schools, and fire departments.
In 2008, Curtis developed fee-based investment models to eliminate charging commissions to his clients, and he employed the models to manage assets for clients of other financial advisors as well. After working jointly with Kevin Flick for several years, Curtis joined the Flick Financial team in 2013 and later became a partner and co-owner with Dan Flick and Kevin Flick in 2016 when they established Flick Financial, LLC as an independent firm.
Today, Curtis focuses on advising individuals who are interested in using tools like donor-advised funds or family foundations to have a positive impact through perpetual giving. He still works with 501(c)(3) non-profits and enjoys helping business owners and pilots with their unique planning needs. He is licensed to sell life and health insurance in Pennsylvania, Florida, Michigan, Ohio, South Carolina, and West Virginia, and is registered to offer securities products in Pennsylvania, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Iowa, Maryland, North Carolina, Ohio, South Carolina, Texas, Virginia, and West Virginia.
Curtis is a Chartered Financial Consultant® (ChFC®). He holds FINRA Series 6, 63, 65, and 7 securities registrations through Commonwealth Financial Network® and a bachelor’s degree from Geneva College.
Curtis lives in Northeast Ohio with his wife, Laurie, and their daughter, Roman. He is a member of Christ Community Chapel where he serves with the business advisory group, giving pro-bono advice to people in the community who are looking to start or grow a business. Curtis also served as past board secretary of Lan Vwa, Inc., an international organization supporting students in Haiti and Guatemala. In his free time, he enjoys Pittsburgh sports, fitness, golf, and traveling with his family.
Alan A. Flick
Financial Advisor
Alan began working with individuals and families to help them meet their financial goals in 2014. Prior to working as an advisor, Alan worked as a financial aid counselor at a local college where he saw a lack of financial education and planning amongst the students and parents preparing for college. This gave him a desire to educate people and work with them to design a plan to achieve their goals. Many of Alan’s clients are younger individuals and families who are just getting started in the planning process.
In addition to serving as an advisor, Alan is the insurance specialist for the firm. He conducts ongoing research on life and disability insurance and supplemental Medicare plans to make sure the team is aware of the nuances in the products currently being offered. Alan designs customized insurance solutions and provides options for clients to consider when a need for insurance is discovered.
Alan holds an master’s in higher education from Geneva College and a bachelor’s degree in business administration from Malone College. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He is licensed to sell life and health insurance in Pennsylvania, Florida, Iowa, Maryland, Ohio, Tennessee, Virginia, and Washington, DC, and is registered to offer security products in Pennsylvania, Ohio, Florida, Tennessee, Virginia, and Washington, DC.
Alan and his wife, Lauren, have two children, Hailey and Conner. He is an active attendee of Northway Christian Community Church’s Beaver Valley Campus. His hobbies include spending time with his friends and family, watching Pittsburgh sports teams, and traveling with his wife.
Donald A. Flick, CLU®
Financial Assistant
Don Flick is a longtime resident of Patterson Township. He is a staff member through Commonwealth Financial Network®. He is a Chartered Life Underwriter® (CLU®) and was a President’s Conference qualifier and Leader’s Conference qualifier at his previous broker/dealer. Don has been involved in financial services since 1957.
Don’s job titles over the 60+ years include agent, Metropolitan insurance consultant, assistant manager, field training consultant, district manager, senior account executive, and senior sales associate.
Don is an active member of the Beaver Falls Rotary Club and currently serves on the boards of The Salvation Army, Beaver County Cancer and Heart Association, Heritage Valley Hospital Foundation, and the Community Concert Association.
He and his wife, Shirley, have been married for more than 60 years. Together, they have three children, Dan, Jeff, and Sherrie, seven grandchildren, and four great-grandchildren. Don has retired from golf and tennis but continues to be active at trout and walleye fishing, and he enjoys his annual Canadian fishing trip. He also shoots pool with the Beaver County Retired Men’s Group.
Natalie Rabak
Client Relationship Coordinator
Natalie has devoted much of her professional career to working in public relations, customer service, and office support roles. She graduated from Penn State University with a bachelor’s degree in communications. She worked in marketing for various companies before joining Flick Financial in 2013 as our Client Relationship Coordinator.
Some of Natalie’s responsibilities include scheduling appointments for the advisors, planning and organizing client events, and preparing materials for client reviews and initial meetings with prospective clients.
Natalie lives in Brighton Township, located in Beaver, with her husband, Tim, their two daughters, Lucy and Olivia, and their dog, Rooney. In her spare time, she enjoys playing tennis year-round, volleyball, pickleball, and hiking. Natalie is a member of the U.S. Tennis Association and is active in tennis leagues around the Pittsburgh area. She also plays in a volleyball league during the winter months.
Michelle Nelson
Operations Assistant
Michelle has spent her professional career working in client-related and customer service fields. She has a bachelor’s degree in communications from Olivet Nazarene University. Before starting at Flick Financial, Michelle worked in a variety of roles including personal and small business banking at a large financial institution, hotel sales and event planning, and administrative roles.
Some of Michelle’s responsibilities at Flick Financial include providing a positive experience for our clients by overseeing office operations, assisting the advisors with new account processing, servicing current accounts, and ensuring business practices are compliant with regulatory requirements.
Michelle lives in Hopewell Township, Pennsylvania with her husband, Jared, their three children, Eve, Levi, and Maya, and their dog, Penny. As the pastor and pastor’s wife in their church, Jared and Michelle enjoy hosting congregant families, friends, and neighbors at their home. Michelle enjoys spending time with her family, reading mystery novels, and watching Purdue basketball games in her spare time.
Lauren Kozak
Marketing Coordinator
Lauren’s creative career began in the education world, working with middle and high school students to develop a knack for writing and a love for literature. After taking time off to raise her four boys, she continued her professional career in a variety of areas including writing, content creation, social media management, and marketing.
As a Geneva College alumnus with roots in New Brighton, PA, Lauren has a deep appreciation for the Beaver County community and works to connect Flick Financial with its valued clients on a personal level. Backed by a versatile skill set, she embraces the world of finance, and enjoys translating its complexities into engaging and relatable content.
Lauren currently resides in the Beaver Falls area with her husband and children, where she devotes her time to enjoying her family, exploring local cuisine, and immersing herself in various creative pursuits.
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