Team profile


Comprehensive

We use a holistic approach to financial planning and investment management, continually integrating the latest research and evidence-based strategies for goal attainment and portfolio optimization. We believe your investments can be managed in an optimal way if they are managed within the context of your overall financial plan. We provide a personalized approach to financial planning and investment management and measure our own success by our client’s success in achieving their goals. Our services cover aspects of your financial plan from retirement to tax planning to everything in between.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Saving for Education

Community participation

  • Greensburg Salem Hockey Association
  • Westmoreland Cultural Trust
  • SummerSounds – Concerts in the Park
  • Westmoreland Museum of American Art
  • YMCA of Greensburg
  • Greensburg Hempfield Library
  • Greensburg Salem Education Foundation Gold Sponsor-Annual Dinner
  • Redstone Highlands Benevolent Care
  • Downtown Greensburg Project Sponsor
  • Old Joe Club Charities - Westmoreland Croquet Club Tournament & Men's Night Out
  • CAMP PARC
  • Kiski North PTO
  • JDRF
  • Westmoreland Chamber of Commerce
  • Westmoreland Professional Builders Association
  • Greater Latrobe Laurel Valley Regional Chamber of Commerce