Guided by a multi-generational team of financial professionals.

Mark Pittman, CFP^®

Managing Director - Wealth Advisor

239.254.2257

Michael Priola, Sr.

Managing Director - Wealth Advisor

412.394.3176

William Swiontek, CFP^®

Managing Director - Wealth Advisor

412.394.3169

Madison A. Pittman

Wealth Advisor

412.394.3188

Michael A. Priola

Wealth Advisor

412.394.3178

Spencer Gauta

Wealth Advisor

239.427.4352

Joel Sirota, CFP^®

Associate Wealth Advisor

412.330.1575

Dionna DiBernardo, FPQP^®

Director of Client Engagement

412.394.3181

Elisha Beck

Senior Client Service Associate

412.330.1862

Victor Alonso

Registered Client Service Associate

412.206.1740

Daniella Cosley

Client Experience Coordinator

412-305-7901