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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Scott E Shoup CFP®


(724) 934-3800

(724) 934-3877

Scott graduated from North Allegheny High School in 1984 and attended the University of Pittsburgh from 1984 to 1988 where he obtained his Bachelor’s Degrees in Business and Economics. He began his financial career in 1988 with...

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Kellie A Gillespie

Client Relationship Manager/ Investment Advisor Representative/ Financial Paraplanner Qualified Professionalâ„¢

(724) 934-3820

(724) 934-3877

Kellie serves as a Client Relationship Manager. In this role, she develops, manages and grow client relationships. Kellie is also proficient in E-Money Financial Planning Software. She has been in the financial business for over 13 years 

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