EXPERIENCED TEAM

Certified Financial Planners

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

Senior Wealth Advisor

Christian Foster, CFP®

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Senior Wealth Advisor

Matt Stack, CFP®

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Senior Wealth Advisor and Managing Partner

Renae Ransdell, CFP®

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Partner, Senior Wealth Advisor

James K. Pollock, CFA

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Managing Director Pittsburgh

Bob Bruce CIMA®, CIMC®, AIF®

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Senior Wealth Advisor

Scott Bruce, CFP®

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Wealth Advisor

Stacey Brady, ABFP™

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