Our Philosophy
We provide comprehensive financial care to help clients with their wealth management strategies. Our approach starts with your dreams and goals, not just numbers. Our team assists clients with the complexities of wealth management and customized financial planning. We work to achieve this by utilizing consistent, disciplined processes and strategies.
Our Team
With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Our Service Values
Our Keys to Premium Client Experience
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Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.
Spending time outdoors (biking, hiking with my dog, Cooper and gardening) and spending time with family and friends. Community participation is also very important to me. Currently, I serve as a board member for the Crafton Borough Parks & Recreation.
Bachelorof Science in Business Administration, Finance – Waynesburg University
Jennifer enjoys spending time with her family, hiking/exploring new areas, skiing, beach trips, playing with her dog and watching a great TV series.
Kellie enjoys being outdoors and staying active by traveling, skiing, boating, hiking, playing sports and working out. She also loves curling up to read and relax.
Besides spending time with her husband, Matthew and cat, Grayson, Barbara likes to go to estate and tag sales, as well as farmers’ markets and church festivals. She is an avid reader and she crochets. Barbara is the genealogist in the family. Her family tree on Ancestry.com has over 12,300 people.
Liz enjoys cooking, listening to audiobooks, camping, and spending time with her family and friends.
B.S. in Management, Penn State University
Associates Degree in Liberal Arts, Westmoreland County Community College
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