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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the future. After years in the business, we have developed a focus on educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach can add perspective that have increased benefits to our clients.

Meet Our Team


Wealth Advisor



After serving 17 years active duty in the Air Force, I joined the AF Reserves in 1998 and started a career in Financial Planning and Wealth Management at Merrill Lynch until I was called back to duty after 9/11. After 2 years serving...

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Jamie Blayney, FSS

Director of Operations/Office Manager

(724) 942-3300

(724) 942-3313

Jamie is a resident of Claysville, PA where her and her husband built their own home together. Jamie has been an avid volunteer for a non-profit pit bull rescue since 2006, giving a voice to those that don't have one and enjoys working out,

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