Team
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®
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