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
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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April 28, 2025
Money Tips for Students Beginning Their College Journey
As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.
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April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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