As a second-generation firm started in 1963, we know the importance of planning for future success. That's why we’ve recently expanded our capacity by adding a second office location and a team of experienced younger advisors to better serve you. With nearly 60 years of combined experience, our current team is here to help you and your family for generations to come.
Please click the images below to get to know each of our advisors a little better.
Founder/Owner - Financial Advisor
Vic graduated from Indiana University of Pennsylvania (IUP) with a B.S. in Accounting. He has over 30 years of experience, is a CPA (inactive), and a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®). To learn more about Vic's experience, please visit our founder page.
He is fully securities and insurance licensed.
Vic lives in Cranberry Township with his wife, Debbie, their daughter Emma, and twin sons, Jacob and Adam – along with a Cavachon named Remi. He enjoys public speaking and playing golf.
Financial Advisor
Daniel graduated from Mercyhurst University, where he played on the football team and graduated with dual degrees in Accounting and Finance. He has over 10 years of experience working with families and holds the Certified Retirement Counselor (CRC®) designation.
He is fully securities and insurance licensed.
Daniel and his wife, Jessica, live in Mars with their two boys, Jordy and Roman. Beyond football, he enjoys playing golf, boating, spending time with family., and coaching youth sports.
You can also reach Daniel on his cell at 724-713-3894
Financial Advisor
Danielle graduated from the University of Pittsburgh with a major in Marketing. She has over 10 years of experience and holds the Certified Retirement Counselor (CRC®) designation.
She is fully securities and insurance licensed.
Danielle lives in Cabot with her boyfriend Ross and puppy ZuZu. Loves the outdoors and spends her down time hiking, kayaking, and visiting the beach as much as possible.
You can also reach Danielle on her cell at 724-624-6455
Additional Office Location: 434 Allegheny River Blvd, Suite 201, Oakmont, PA 15139
Financial Advisor
Tony attended PennWest Clarion and has over five years of experience.
He is fully securities and insurance licensed.
Tony has been married to his wife, Cassie, for ten years and has four boys (Isaac, Bentley, Oliver, Nolan) as well as a Boxer named Tuula. When he's not at work, he enjoys hiking, fishing, and swimming with his family.
You can also reach Tony on his cell at 724-919-3551
Additional Office Location: 434 Allegheny River Blvd, Suite 201, Oakmont, PA 15139