Putting
people first.
Get to know our leadership team
Leadership at the Monroeville office is dedicated to doing good for our clients, employees and community.
As a CERTIFIED FINANCIAL PLANNER™ professional, my mission is to provide clarity and structure in your financial life and build a trusting relationship that serves your needs through holistic financial planning. We will create a roadmap to help protect and provide for the people you care about, as well as help...
As a CERTIFIED FINANCIAL PLANNER™ professional, my mission is to provide clarity and structure in your financial life and build a trusting relationship that serves your needs through holistic financial planning. We will create a roadmap to help protect and provide for the people you care about, as well as help you achieve your goals for wealth accumulation, protection and distribution.
Clare Waller
Director of Development
Makenzie Meeker
Director of Selection and Internship Development
Sara Marlovits
Recruiter
