EXPERIENCED TEAM

Certified Financial Planners

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

Managing Director Pittsburgh

Bob Bruce CIMA®, CIMC®, AIF®

Barketing Intern

Taco

Head of Security

Raider

Senior Wealth Advisor

Scott Bruce, CFP®

Administrative Assistant

Melinda Waltner

Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

Paraplanner

Rory M. Brandon

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

Operations Specialist

Avence Snyder

Partner, Senior Wealth Advisor

James K. Pollock, CFA