Our Signature Team

Scott E. Tobe, CAP®Principal & Chief Executive Officer

Marc L. Tannenbaum, ChFC®, CLU®, AEP®, AIF®Principal & President

Aaron A. Leaman, CFA®Principal, Chief Financial Officer & Chief Investment Officer

Deborah F. Graver, CFP®, CLU®, AIF®Principal & Chief Compliance Officer

Michael H. Milarski, CFP®Partner & Senior Advisor

Serina R. Green, MSPrincipal & Chief Operating Officer

Seth C. Dresbold, Esq., MBA, CFP®Principal & Chief Counsel

Lindsay S. MirarchiLead Client Services Specialist

Alexis V. JuzwickFinancial Planning Specialist

Krystal J. Munizza Marketing Specialist

Robin E. SchmeiderClient Services Specialist

AS PERSONAL AS YOUR SIGNATURE

Phone:
412-390-2800
Fax:
412-381-1097

Phone:
412-390-2800
Fax:
412-381-1097

1301 Grandview Avenue
Suite 300
Pittsburgh, PA 15211