EXPERIENCED TEAM

Certified Financial Planners

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

President, Senior Wealth Advisor, Senior Partner

Andrew Rosen, CFP®, CEP®

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Senior Wealth Advisor

Peter Hackenbrack, CRPC®, AIF®

Senior Wealth Advisor

Clark Schweitzer, CFP®

Senior Wealth Advisor

Tyler McGuire, CFP®

Senior Wealth Advisor

Christian Foster, CFP®

Managing Director Pittsburgh

Bob Bruce CIMA®, CIMC®, AIF®