For nearly 15 years, Brian Debbis has helped his clients address their financial concerns and develop strategies by focusing on their specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients not only deserve, but have come to expect from him and the team.
Brian utilizes the Envision® planning process to develop a long-range investment plan based on his clients’ personal and business goals. This comprehensive planning approach allows him to help families, businesses, and institutions grow, preserve, and transition wealth in accordance with their wishes.
After earning a Bachelor of Finance from Pennsylvania State University and then beginning his career as a risk manager/trader with a New York-based hedge fund, Brian joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in 2006. Four years later, he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Brian earned this designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.
Brian enjoys spending his free time with his wife, Tara, and their three sons, Cole, Nicholas, and Benjamin. Brian loves coaching soccer and watching his boys in the multiple programs they participate in throughout the year. As proud members of their community, Brian and Tara enjoy helping the Light of Life Charity, and they also partner with Blueprints Washington Country to donate their time and resources to families in need.
CA Insurance License Number 0K96043. Resident State PA
A career spanning more than 25 years has shown Mike Kaczmarek that while most of his clients all paint themselves a different picture of their retirement, they all have a common need for a dedicated advisor who knows them, understands their highest priority goals, and creates an investment plan specific to their situation. Mike’s specialty areas include corporate retirement plans (with a focus on fiduciary oversight and investment analytics), in addition to customized wealth management strategies for individual clients and plan participants.
Prior to joining the industry, Mike studied at Indiana University of Pennsylvania, where he earned a Bachelor of Science in Finance. He also holds his Series 7, 24, and 66 securities registrations.
As an Accredited Investment Fiduciary® (AIF®), Mike has demonstrated that he has met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. Mike is also a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.
CA Insurance License Number 0K02510. Resident State PA
As a family man with an extensive background in investment strategy design and implementation, Sanjit Khara helps individuals, families, and businesses grow, protect, and transfer their wealth. By providing comprehensive investment planning knowledge, he assists his clients address the many complexities associated with their wealth. His core areas of focus include wealth accumulation, retirement income planning and cash flow, asset protection and transfer strategies, and multi-generational planning – all carried out in conjunction with his clients’ tax and legal team.
At the beginning of his career, Sanjit worked at Prudential Securities in Pittsburgh, where he developed a fundamental knowledge of investments and insurance. However, he soon realized he wanted to shift his business’ focus to the needs of his clients, and he subsequently joined UBS Financial Services, Inc. More than a decade later, he and his team joined Wells Fargo Advisors Financial Network in order to take more control of their business and provide investment advice and services far more tailored to their clients’ needs. Sanjit dedicates his role to delivering a wealth management and investment process tailored to each client’s specific situation, all with proactive service and extreme responsiveness at the forefront.
Prior to joining the industry, Sanjit graduated from the University of Pittsburgh with a B.S. in Economics. He then went on to earn the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning
Outside the office, Sanjit enjoys family activities with his wife, Carolyn, and their two daughters, Alisha and Gia. They are Frank Lemoyne Society members of The Children’s Trust of The UPMC Children’s Hospital of Pittsburgh Foundation. Sanjit is also personally involved with two committees, the Children’s Trust Grant Makers and Big Give. He likes to stay active both physically and mentally, whether he’s reading, working out, running, or playing hockey.
CA Insurance License Number 0J15180. Resident State PA
As co-founder of Heritage Seubert, Allen Long focuses on working with corporations and businesses to provide corporate retirement plan services, including plan design, investment due diligence, fiduciary oversight/compliance, and participant education. He also provides business owners with strategies for related deferred compensation, key man/buy sell insurance, estate planning strategies, and continuity issues. And as a benefit to his clients, Allen studied to become a Certified 401(k) Professional, one of the most rigorous credential available in corporate retirement plans.
Furthermore, as an Institutional Plan Fiduciary Consultant, Allen has dedicated himself to helping corporate and institutional clients manage all aspects of their retirement plans. The services he provides in this role include assistance with plan evaluation and benchmarking, vendor selection, investment review, and participant communications on topics crucial to retirement security, which can lead to improved participant outcomes.
Allen began his career nearly 30 years ago after graduating from the University of San Diego, where he earned of a Bachelor of Arts in Accounting. He then worked in the computer systems integration field before partnering with an investment limited partnership that worked with high-net-worth investors. Allen then formed Seubert Financial in 1995, and in 2003, he joined forces with Bud Jackson to establish Heritage Seubert as its known today.
While in college, Allen met Lynn, who he has now been married to for more than 30 years. They are the proud “parents” of two French bulldogs and one cat. Away from the office, Allen’s hobbies include golfing, traveling, motorcycles, hiking, and fitness, the latter of which he believes is a critical component of a healthy work/life balance.
CA Insurance License Number 0C15581. Resident State PA
Backed by more than 35 years of experience as a Financial Advisor, James Marcus helps individuals and families understand the many wealth management challenges they may face, and then educates them on how to turn these into opportunities for growth. He also helps them navigate pre-retirement wealth accumulation and their eventual transition into retirement. From the very onset, Jim takes the time needed to fully understand his clients’ goals, motivations, interests, and tolerance for risk.
Prior to joining the industry, Jim earned his Master of Fine Arts from the University of Iowa and went on to teach voice and speech to aspiring young actors in the Midwest. He did this for three years and then moved to back to Pittsburgh, where his interests soon turned to investment planning – and this interest has turned into an endless passion for doing what’s best for his clients.
In 1984, he joined Paine Webber in Pittsburgh, which was acquired by UBS Financial Services, Inc. in 2000. He continued serving his clients there until 2016, when he and Sanjit Khara joined Wells Fargo Advisors Financial Network. As a key member of an independent practice, Jim is able to provide his clients with products and solutions that are in their sole best interest.
Jim and his wife, Marlene, have been married more than 45 years, and they have one son, Andrew, who they adopted in 1990. Away from work, Jim is an avid tennis player, having started when he was just eight years old. He travels annually to John Newcomb’s Tennis Ranch to spend a week with 20 of the game’s legends and some of his personal tennis heroes.
CA Insurance License Number 0H46305. Resident State PA
As a Senior Financial Advisor, Greg Ohl doesn’t just focus on his clients’ accumulation of wealth. Instead, he looks further down the road and creates a lifetime income strategy to support each client’s ideal outcome, which can last as long as 30 years for some.
With this mindset at the forefront of his service model, Greg also specializes in asset management with an emphasis on the conversion of savings to income streams and Social Security Income planning options. He also offers Retirement Plan Fiduciary Consulting services, along with educational services, including IRA distribution strategies, employee transitional counseling, executive benefit planning, and wealth transfer strategies.
Prior to becoming a Financial Advisor, Greg attended Duquesne University, where he earned a Bachelor of Science in Business Administration, majoring in finance and information technology. He also holds his series 7, 24, and 66 securities registrations.
In his current role, Greg is a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.
CA Insurance License Number 0E26007. Resident State PA
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