Josh Mounce, Financial Advisor

Josh Mounce “Do not go where the path may lead; go instead where there is no path and leave a trail.”  – Ralph Waldo Emerson Josh Mounce, Financial Advisor With over 3 years of experience as a financial advisor, Mr. Mounce works with a wide array of families and...

Chris Wiles, Portfolio Manager

Chris Wiles, Portfolio Manager Chris Wiles, Portfolio Manager Serving as a Portfolio Manager at Medallion Wealth Management Chris brings over 35 years of experience in multiple positions within the financial industry. Chris is able to leverage his extensive background...

Katie Karrip, Receptionist

Katie Karrip “The world is a book and those who do not travel read only a page” -Saint Augustine Katie Karrip, Receptionist Katie is a graduate of Central Michigan University with a bachelor’s degree in applied arts.  She is a recent transplant to Pittsburgh who...

Lorraine Mills

Lorraine Mills “Laugh when you can, apologize when you should, and let go of what you can’t change.  Kiss slowly, love deeply, forgive quickly, take chances, give everything and have no regrets.  Life’s too short to be anything but happy.”  Unknown author Lorraine...

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 Mr. Schrott has over 35 years of experience in the financial services industry in Western Pennsylvania working with high net worth individuals,...