Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Ryan M. Coulter CFP® CLTC® RICP®
Wealth Management Advisor
(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...
Brenda Johnson
Personal Assistant
304-292-2053
Jack Sauserman
Financial Advisor
412-261-5685
Jack Sauserman is a dedicated financial advisor who helps individuals, families, and business owners build confidence in their financial futures. With a personalized approach, Jack focuses on understanding each client’s unique goals,...
Mitchell Jenkins
Financial Representative
Olivia Abboud
Financial Advisor
304-292-2053
Olivia Abboud is a Financial Representative who brings energy, empathy, and a passion for helping others to every client relationship. She quickly discovered how rewarding it is to help individuals and families gain financial clarity...
Jane Ehrman
Personal Assistant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.