About Us

Location
Our Commitment to You
Working with Us

Meet Our Team

Wendy Bennett

Wendy Bennett

Senior Financial Advisor
Portfolio Administrator

  • MBA in Taxation from Duquesne University
  • Series 7, 24, 31, 66 Registered
  • Life, Accident & Health Insurance Licensed
  • Experience in Public Finance since 1988
  • 30 years experience in the field of finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning CounselorSM
  • Chartered Retirement Plans SpecialistSM
  • Accredited Domestic Partner AdvisorSM

Wendy Bennett, CFP® , ADPA® , CRPC® holds the following registrations:
Securities Agent: AK, FL, KY, NC, OH, PA, SC, TX, WA, WI


Collin Randall, CFA

Senior Financial Advisor

  • Chartered Financial Analyst®
  • Pursuing CERTIFIED FINANCIAL PLANNER™ certification
  • Series 7, 63 Registered
  • Life, Accident & Health Insurance Licensed
  • Formerly worked for Wall Street firms Barclays Capital and Amherst Pierpont in fixed income sales
  • 10 years of experience in the field of finance

Collin Randall, CFA, holds the following registrations:
Securities Agent: AK, FL, KY, NC, OH, PA, SC, TX, WA, WI


Vanessa McCall

Vanessa McCall

Operations Manager

  • Butler County Community College
  • Business Administration Program
  • Series 7, 66 and 31 Registered
  • Experience in Administrative & Client Service since 1991
  • Responsible for Operations & Administration

Vanessa McCall holds the following registrations:
Securities Agent: AK, FL, KY, NC, OH, PA, SC, TX, WA, WI


Why Invest With Us

Why Invest With Us

Learn More
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals