EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Director of Tax

Adam A. James, EA, CFP®

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Chief Barketing Officer

Nacho

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Exchange Floor Manager

Murphy

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Wealth Advisor

Stacey Brady, ABFP™

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Paraplanner

Megan Corona, FPQP®

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Managing Director Pittsburgh

Bob Bruce CIMA®, CIMC®, AIF®

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Barketing Intern

Taco

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Head of Security

Raider

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Senior Wealth Advisor

Scott Bruce, CFP®

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