Our Team

James J. Holtzman, CFP^®, CPA (inactive)

CEO, President and Wealth Advisor
(412) 635-9210 Ext. 120READ BIO
Celine M. Stanasolovich

Director of Human Resources and Accounting
(412) 635-9210 Ext. 122READ BIO
Christopher J. Kail

Chief Marketing Officer (CMO)
(412) 635-9210 Ext. 126READ BIO
William T. Knight, CFP^®, AWMA^®, PPC^®

Wealth Advisor
(412) 635-9210 Ext. 119READ BIO
Robert C. White, Jr.

Assistant Wealth Advisor
(412) 635-9210 Ext. 125READ BIO
David F. Cawley, CFP^®

Assistant Wealth Advisor
(412) 635-9210 Ext. 124READ BIO
Susan M. Smith

Investment Coordinator
(412) 635-9210 Ext. 116READ BIO
Luke L. Helsel

Assistant Wealth Advisor
(412) 635-9210 Ext. 130READ BIO
Sherry L. Mitton

Information Systems Coordinator
(412) 635-9210 Ext. 113READ BIO
Daniel D. Kleck

Digital Marketing Specialist
(412) 635-9210 Ext. 127READ BIO
Kenneth D. Stanasolovich

Marketing Coordinator
(412) 635-9210 Ext. 129READ BIO

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Meet Our Team

Our Team

James J. Holtzman, CFP^®, CPA (inactive)

Celine M. Stanasolovich

Christopher J. Kail

William T. Knight, CFP^®, AWMA^®, PPC^®

Robert C. White, Jr.

David F. Cawley, CFP^®

Susan M. Smith

Luke L. Helsel

Sherry L. Mitton

Daniel D. Kleck

Kenneth D. Stanasolovich

Meet Our Team

Our Team

James J. Holtzman, CFP®, CPA (inactive)

Celine M. Stanasolovich

Christopher J. Kail

William T. Knight, CFP®, AWMA®, PPC®

Robert C. White, Jr.

David F. Cawley, CFP®

Susan M. Smith

Luke L. Helsel

Sherry L. Mitton

Daniel D. Kleck

Kenneth D. Stanasolovich

James J. Holtzman, CFP^®, CPA (inactive)

William T. Knight, CFP^®, AWMA^®, PPC^®

David F. Cawley, CFP^®