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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Insurance planning
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound financial plan?
  • Do I have enough life and disability insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Ryan M. Coulter CFP® CLTC® RICP®

(412) 391-6700

(412) 391-1728

My financial planning approach is unique. By educating clients on uncommon financial knowledge and taking the time to understand their goals and interests, I develop a strategy that aims to not only increase wealth, but protect it as...
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Robert Coulter CLTC® RICP®

(412) 391-6700

Bob is a 1973 Graduate of The Pennsylvania State University. Since joining the financial services industry he has obtained life and health, property and casualty licenses as well as the following security licenses the 6, 63, 65, and...

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Zeb Lewis

Financial Representative

(304) 441-1264

(304) 292-2053

Zebulon graduated from West Virginia University's School of Business and Economics in 2001. Initially he worked in the IT field providing analysis on federal computer systems. Following this he worked in Process Management with IT...

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Bryan Schod

Financial Advisor

(203) 577-8693

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
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