Who We Are
Our Team
For 75 years, our family's business has focused on helping our clients manage their "family business."
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Awards
4-time Forbes Best-In-State Wealth Management Team
Our team has been named a Forbes Best-In-State Wealth Management Team each year since the award's creation in 2023
2-time Forbes Best-In-State Next-Gen Wealth Advisor
Ryan was recognized as a Forbes Best-In-State Next-Gen Wealth Advisor in 2024 and 2025
Forbes Best-In-State Wealth Advisor
Dennis was named to the 2020 Forbes Best-In-State Wealth Advisors list
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for 10 straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for seven straight years.
St. Catherine Labouré Parish
Ryan and Dan are active members of St. Catherine Labouré Parish in Upper St. Clair.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
