Putting the pieces of life's financial puzzle together so you don't have to.
Have confidence that you can create your own paycheck.
I have money, now what?
Helping corporations and non-profits fulfill their fiduciary duties
Chief Executive Officer & Chief Compliance Officer
President & Chief Investment Officer
412-341-6642 ext. 112
Executive Vice President & General Counsel
412-341-6642 ext. 114
Investment Advisor Representative
412-341-6642 ext. 120