420 Fort Duquesne Blvd.,
James W. Monteverde, CLU, CHFC, AEP
President and Chief Executive Officer
Managing Director and LPL Registered Principal
Daniel J. Martin
Partner and Chief Insurance Officer
Jason C. Haswell
Managing Director – Wheeling Branch
Ryan P. Duchak, AIF®
Senior Vice President
Adri J. Bleier, CPFA
Sr. Vice President Financial Consultant
Manager, Business Operations
Client Relations Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.