Broker Check

Team Members

Michael Dowling, AIF®, CRPC®

VP, Senior Investment Executive

(724) 547-2019

I have been working in the financial services industry for over 20 years and love the field. It’s a great feeling to open new possibilities to those who are worried about their financial future. Currently, I live in Penn...

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Daniel Koller, Jr., CRPC®

VP, Senior Investment Executive

(412) 773-7285

I have been working in the finance industry over 30 years. During this time, I’ve also enjoyed serving several non-profits in the community. I have served as President of the Northland Public Library Foundation;...

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Robert Bodnar

VP, Investment Executive

(412) 491-2537

My career in finance began in 1992 and has provided me with decades of invaluable experience in financial planning for individuals, families, and businesses. I’ve navigated the ups and downs of the economy over the years...

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Kristi Grant

Investment Assistant

(724) 547-2019

Jordan Fowler, CFP®, CIMA®, CLU®

AVP, Investment Executive

412-632-1320

My approach to advising is rooted in a holistic financial planning process and the belief that every client should have a plan and recommendations that are tailored to their situation and comfort level.

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Justin Connolly

AVP, Investment Executive

412-290-8300

I have been working in the financial services industry since 2017. The most rewarding part of my career is developing relationships with the individuals, families and businesses I serve. My clients range from young professionals and...

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Paul Sampson

Investment Assistant

Thomas Grogan

AVP, Investment Executive

412-521-7053

I have ten years of experience in financial services. I live in the Squirrel Hill neighborhood of Pittsburgh with my wife and three sons. We are an active family who enjoy skiing, playing soccer and squash. On weekends, you can find me...


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