Pittsburgh
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Your Pittsburgh Team
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Adam Yofan
CPA/PFS (inactive)
Senior Wealth Advisor
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Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
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Corey Altman
CFP®, CPA, CGMA, PFS
Senior Wealth Advisor
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Jenny Wiechel
CFP®, ChSNC®
Senior Wealth Advisor
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Joe Arena
Associate Wealth Advisor
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Tyler Hunter
CFP®, EA
Wealth Advisor
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Monica Kovacs
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
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July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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