Congratulations, Kerri on your FPQP® designation!




🎄 Celebrate the Season & Spread Joy!
Join us for an evening of holiday cheer and tasty treats while giving back to the community!
We partner with South Fayette School District in an effort to “Stuff a Bus” full of toys. Bring a new, unwrapped toy to donate to the United State Marine Corps Reserve Toys for Tots program.

See our latest newsletter
Wealth Watch III 2025✨ Please join us in welcoming Aiden to the team! ✨
Aiden began his journey with us as an intern and has now joined the team full-time as a Client Service Associate. We’re excited to have him on board!
Please join us in recognizing Christine Pikutis-Musuneggi, Wealth Management Advisor, who has earned the Accredited Investment Fiduciary® (AIF®) designation.
In line with the firm’s move to a Registered Investment Advisory firm, we’re committed to serving as your independent investment fiduciaries.
