Our Associates
Our Advice - Your Plan
Collaborative - Customized - Comprehensive
Michael S. Marion, CERTIFIED FINANCIAL PLANNER™
Managing Partner & Financial Advisor
(412) 372-4708
Jeffrey D. Lott
Partner & Financial Advisor
(412) 372-4708
Ethan E. Misour, CFP®, AIF®
Associate & Financial Advisor
(412) 372-4708
Erin Britton
Senior Administrative and Operations Manager
(412) 372-4708
Jacob Sewalk, MBA
Associate & Para Planner
(412) 372-4708
Lisa G. Wilfong
Director of Operations
412-372-4708
Valerie A. Misour
Enjoying Retirement