Our Team

Brad has been in the financial services industry since 1991. He has extensive experience in Wealth Management, focused within the financial disciplines of Brokerage, Insurance, Asset Management, Trust and Financial Planning. His primary professional objective has been and continues to be, providing an exceptional client experience while helping his clients accumulate, preserve and distribute wealth. Brad provides financial advice and planning services for both individual and institutional clientele.

Brad is a Chartered Retirement Planning Counselor^®, an Accredited Investment Fiduciary^®, Certified in Social Security Claiming Strategies^®, an Investment Executive and Investment Adviser Representative and with Osaic Institutions, Inc., and holds Series 6, 7, 24, 63 & 66 securities registrations, as well as PA Life, Accident and Health & Variable Annuity Insurance Licenses.

Brad is an active member in the community, volunteering his time to serve as a Board Member of Indiana University of Pennsylvania – Research Institute (IUP – RI) – serving on the Finance Committee; as well as the Board President of the Indiana County Leadership Council for Junior Achievement of Western Pennsylvania. Board Member of the Indiana County Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Former Board Member Junior Achievement of Western Pennsylvania – serving on the Finance Committee, as well as former Board member of The Foundation for Indiana University of Pennsylvania (FIUP) – serving on the Investment and Governance Committees, as well as former Board Member of Residential Revival Indiana of the FIUP. Former Board Officer and Treasurer of the United Way of Indiana County, and former Board Member for the YMCA of Indiana County.

Brad is a graduate of the University of Pittsburgh with a Bachelor of Arts Degree in Business Economics with a concentration in Finance. In his spare time Brad enjoys outdoor activities, skiing, bicycling, fly-fishing and travel. He and his wife, Diane, reside in White Township, Indiana, Pennsylvania.

John has been in the financial services industry since 1983. His knowledge and extensive experience enable him to help his clients achieve their goals through investments, insurance programs, as well as financial and retirement planning. John’s holistic approach, comprehensive review process, and exceptional customer service are truly distinguishing features of his client relationships.

As a Financial Advisor, Investment Executive and Investment Adviser Representative with Osaic Institutions, Inc., John holds Series 6, 7, 63, and 65 securities registrations, as well as Pennsylvania Life and Fixed Annuities, Accident and Health, Property and Casualty and Allied Lines, and Variable Life/Variable Annuity Licenses. He has also earned recognition as a Life Underwriter’s Training Council Fellow.

John has been an active member of his community, volunteering as a firefighter and qualified rescue-squad member with his local fire department; youth baseball program coach, Boy Scouts of America Assistant Scoutmaster, and Relay for Life.

John resides in the Delmont area and is a graduate of The Pennsylvania State University, with a Bachelor of Science degree in Environmental Resource Management with a concentration in Wildlife Management. He is the father of two wonderful children – Allison and Daniel. In his spare time, John loves being a part of nature; hunting, especially during archery and Spring gobbler seasons as well as fly fishing, and the shooting sports.

With almost two decades of experience supporting executives, employees, and business operations, Jackie has built her career around helping people, solving problems, and creating systems that make organizations run more effectively. Her background spans operations management, administrative assistance, process improvement, and relationship management across a variety of industries.

With a bachelor's degree in Communication from the University of Pittsburgh, Jackie believes that successful businesses are built on trust, communication, and genuine relationships. Her goal is always to make things easier, more organized, and more enjoyable for the people she serves.

When she’s not working, you'll likely find her exploring a new destination or spending time outdoors with her husband and rescue dog. She’s also active in her church and a community Bible study.