Pittsburgh
Your Pittsburgh Team
Adam Yofan
CPA/PFS (inactive)
Wealth Advisor
Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
Corey Altman
CFP®, CPA, CGMA, PFS
Wealth Advisor
Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
Joe Arena
Associate Wealth Advisor
Tyler Hunter
CFP®, EA
Wealth Advisor
Monica Kovacs
Client Relationship Specialist
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Enjoy some of our latest resources
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
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April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
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