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®

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Senior Wealth Advisor and Managing Partner

Renae Ransdell, CFP®

Partner, Senior Wealth Advisor

James K. Pollock, CFA

Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

Managing Director Pittsburgh

Bob Bruce CIMA®, CIMC®, AIF®