Arthur F. Hazen, Jr., AIFA®, President and Shareholder

Arthur F. Hazen, Jr. “Sail beyond the horizon, fly higher than you thought possible; magnify your existence by helping others; be kind to people… be true to what you value most; shine your light on the world; and be the person you were born to be.”  Blake Beattie...

James L. Schrott, Portfolio Manager and Shareholder

James L. Schrott “Don’t confuse brains with a bull market.”  Humphrey B. Neill James L. Schrott, Portfolio Manager and Shareholder Mr. Schrott has over 35 years of experience in the financial services industry in Western Pennsylvania working with high net worth...

Scott M. Elliott, Portfolio Manager and Shareholder

Scott M. Elliott “The most powerful force in the universe is compound interest.”  Albert Einstein Scott M. Elliott, Portfolio Manager and Shareholder Mr. Elliott brings 30 years of experience in the wealth management industry serving as both Portfolio Manager and...

Donna M. Cheswick, CDFA™, Financial Advisor and Shareholder

Donna M. Cheswick “Life is not about waiting for the storm to pass….it’s about learning how to dance in the rain!”  Vivian Greene Donna M. Cheswick, CDFA®, Financial Advisor and Shareholder With over 30 years of experience, Ms. Cheswick provides objective...